Category Archives: Mutual Funds

Mutual funds are also Stocks

I had an interesting discussion with a close friend who is working for a financial advisory company in Mumbai. She is brilliant and very focused on customer service. She probably carries that focus from her Kotak Bank days. She is … Continue reading

Posted in Behavioural Finance, Mutual Funds, Stock Investing, Value Investing | Leave a comment

Sensex likely to Correct Sharply from 37852 so Keep your Cash Ready

I have not written my blog for the last few months for two reasons:- (a) A whole lot of wise people are tweeting, and re tweeting the lessons of Munger and Buffet. A lot of people are also  writing their … Continue reading

Posted in Mutual Funds, Personal Finance, Real Estate, Sensex, Stock Investing | Leave a comment

WHICH MUTUAL FUNDS TO INVEST IN?

A long break. Actually nothing exciting happening on the economy front but a lot happening on the behavioural finance front. In the last one month I have received six queries about which mutual funds to invest in, Or is this … Continue reading

Posted in Behavioural Finance, Mutual Funds, Personal Finance | Leave a comment

DEBT FUNDS ALSO LOSE

Most investors think that Debt Mutual Funds are a safe bet. It is a myth. Debt funds may not be as risky as equity funds because they invest in risk free assets like Government Bonds, T-Bills, G-Secs,  FDs, etc. But … Continue reading

Posted in Fixed Income, Mutual Funds | Leave a comment

PPFAS LONG TERM VALUE FUND — POST PARAG PARIKH

Last week, we lost a doyen of Indian Value Investing Community. Though, what is investing if not value investing. All investing is willy nilly value investing but 90% of us act like gamblers and traders, therefore the word value-investing has … Continue reading

Posted in Mutual Funds, Uncategorized | 5 Comments

HOW TO GET DATA ON PE LEVELS OF SENSEX/NIFTY?

A large number of readers have queried me regarding the following:- (a)  Where to find data on PE of Nifty or Sensex or other major Indices? (b) Whether to invest in businesses with moats or any business? (c) Should they … Continue reading

Posted in Mutual Funds, Personal Finance, Sensex, Value Investing | 2 Comments

DIVERSIFY INVESTMENTS AMONGST ASSET CLASSES

This post is inspired by one of the readers, Ms Manisha who sent in a query  seeking my advice on five asset classes to invest in in order to diversify her portfolio. I had written in one of my earlier … Continue reading

Posted in Fixed Income, Mutual Funds, Personal Finance, Real Estate | 6 Comments

MAIN KYA KAROON, MAIN KYA KAROON?? BUY OR SELL

I just remembered the opening lines of a song from the Hindi movie Barfi ,seeing the gyrations of the stock markets. A lot of my readers have been calling me or querying on what next and what to do?

Posted in Mutual Funds, Personal Finance, Stock Investing, Value Investing | Leave a comment

TAX ON MUTUAL FUNDS

Mutual Funds are not only subject to market risks but also to taxes. So, if you pay your taxes, you better know the tax provisions too. For an investor the options given by schemes are Dividend Option and Growth Option. … Continue reading

Posted in Income Tax, Mutual Funds | 1 Comment

PPFAS LONG TERM VALUE FUND

For all of you who have been patiently waiting for the “new fund offer” of a mutual fund I had advised earlier in my blog, the wait is over. PPFAS has opened the new fund for sale of units wef … Continue reading

Posted in Mutual Funds, Personal Finance, Value Investing | 9 Comments