by Rajat Sharma | Jul 29, 2021 | mutual funds |
Single most important strategic decision in investing is how to find the best equity mutual fund investments. There are different types of mutual funds available to invest in including equity, index, debt, liquid, gold and thematic funds (like infrastructure, Pharma...
by Rajat Sharma | Jun 12, 2020 | mutual funds |
Assume a fund growth between 8-9% p.a. (there are many such funds). Effectively such a fund is paying 0.67-0.75% per month. In reality, returns are not linear. I.e. based on interest rate scenario fund will move up say 1% in a given month and move only 0.1% in yet...
by Rajat Sharma | Jun 4, 2020 | mutual funds |
A few days back, I wrote an article on various debt mutual funds and what investors must consider before investing. Some of the questions I received gave me the idea of writing this part 2. I will try to explain basic debt fund terminology here. What is Yield to...
by Rajat Sharma | May 29, 2020 | debt, mutual funds |
Over the last few weeks, I have been reading many articles on various aspects of debt fund investing. I have also received many queries on where investors should park their money to cushion against stock market uncertainty. To quote some of the more relevant...
by Rajat Sharma | Apr 25, 2020 | debt, investment |
Over the past few weeks, I have made some major changes to client portfolios. The ongoing credit crisis perhaps has changed my general tone on stocks, and other financial assets. I am not trying to rein in on anyone, nor suggest that a Multicap approach is astute...
