Investments Articles

PMS performance
July 8, 2020
Top performing PMSes notched up over 20% return in June vis-a-vis Nifty 50’s 7.5%

Smallcap tops category chart, followed by midcap, multicap and largecap; 68 of the 170 tracked PMSes beat Nifty in June

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ETF selection
July 4, 2020
2 new Bharat Bond ETF NFOs open on July 14; A ‘safe’ fixed income option with liquidity

The two new Bharat Bond ETF series will have maturities of April 2025 and April 2031 with indicative yield of 5.71% and 6.82%, respectively

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Government bonds
June 28, 2020
Govt to launch new floating rate savings taxable bonds at 7.15%; what you need to know

Suitable for those who need regular income; the interest rate on these 7-year taxable bonds will be reset every six months

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Safe investing
June 25, 2020
Investment lessons from the Covid-19 rout

Buy only when a company fits into your investment strategy. Don’t make your portfolio a collection of stocks – rather it should be a collection of businesses fulfilling your strategy, says Amit Gupta

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Retirement goal
June 17, 2020
3 questions answered about how to exit when financial goal is near completion

The correct strategy to withdraw money from your investments towards the end of your goal completion depends on a host of factors such as your personal situation; what works for your friend may not work for you

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Portfolio management service
June 12, 2020
ICICI Pru Largecap, Contra, Kotak Pharma PMS strategies top May chart with over 3% gains

In terms of laggards, Lake Water, Trivantage Resurgent Financials and Basant Maheshwari Equity reported 6-13% decline

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ulip
June 8, 2020
ULIP review: How well do Tata AIA Life’s equity funds fare against peers

Our study showed that the Whole Life Mid Cap Equity Fund and Large Cap Equity Fund have done well against benchmark as well as ULIP fund peers across various point to point time-periods

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Alternative investment funds
June 2, 2020
Long-Short AIFs beat long-only peers in 1 year

Long-short investment strategy seeks to take a long position in underpriced stocks while selling short overpriced shares

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Fixed Income
June 1, 2020
GoI 7.75% bonds discontinued: What are the other low-risk regular income options

After the cut in deposit rates by banks and the cut in small savings rate by the government, it has now removed the remaining safe investment option

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Arbitrage funds
May 26, 2020
Arbitrage funds are better than short term debt fund options if you can give 6-12 months

The worst 1-year returns for top arbitrage funds have been between +2.1% and +5.7%; investors must spare sometime on the quality of debt book run by arb funds

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