Passive investing is picking up pace in developing markets. Passive funds follow a strategy of tracking a particular index performance or a factor like quality, value, etc. In developed markets like US, passive funds...
Category - Mutual Funds Investing
Team-MoneyWorks4meHow to choose the Best ELSS Fund
It’s that time of the year when every salaried class individual starts looking for tax saving alternatives. Mutual Fund ELSS scheme is one of these options and the best one available at that. What is an ELSS? ELSS or...
Aliya Sayyed-Team MoneyWorks4meWhy an estimate of future upside is more useful than past performance when investing in Mutual Funds?
If you ever asked “when is a good time to invest in a specific fund”, you are likely to get one of two following answers and some very dirty looks: “Yesterday”. Meaning you were stupid enough not to have invested in MF...
Why chasing top performing funds is a bad idea?
MoneyWorks4me ‘Implied Investor Returns’ show that investor returns are lower than mutual fund returns over long time periods. One would ask how can investor returns be any different than a fund’s returns? There are...
How to achieve the right diversification in Mutual Funds?
The efficient market hypothesis (EMH) was developed by Eugene Fama who argued that stocks always trade at their fair value, making it impossible for investors to either purchase undervalued stocks or sell stocks for...
Select Equity Mutual Funds which are ‘andar-se-strong’
There are roughly 350 Equity Mutual Funds in the market. Selecting the right ones can be pretty complicated. The current method for selecting a fund based on the highest past returns is popular because it is simple and...
Avoid Mutual Funds with Hidden Costs
Avoid Mutual Funds with Hidden Costs and increase the chances of earning index-beating returns. We all are quite familiar about mutual fund expense ratio and we rightly desire that it reduces as much as possible...
Mutual Fund Expense Ratio: How much is fair?
Worldwide, there is a lot of hue and cry over high expense ratio that investment management firms charge for generating better than market return. Globally, funds are moving out of active strategies to low cost passive...
Why is studying a Mutual Fund’s Portfolio necessary?
There are roughly 350 Equity Mutual Funds in the market. Selecting the right ones can be pretty complicated. Since we cannot handle complicated stuff, we resort to simpler measures even if they are incorrect and...
What an NRI needs to do to Invest in Indian Mutual Funds?
In the previous post we saw which bank accounts you need to open and why. Once you have done this you are all set to invest in mutual funds as an NRI. In this article we take a brief look at investing in Indian Mutual...
How to Invest in the Right Mutual Funds using Moneyworks4me?
There are roughly 350 Equity Mutual Funds in the market. Selecting the right ones can be pretty complicated. Since we cannot handle complicated stuff, we resort to simpler measures even if they are incorrect and...
If not past returns, then how do you select the right Equity Mutual Fund to invest in?
There are roughly 350 Equity Mutual Funds in the market. Selecting the right ones can be pretty complicated. Since we cannot handle complicated stuff, we resort to simpler measures even if they are incorrect and...