30. Basics of Macro Economics
30.1 – Why macroeconomics? The module on Personal Finance has come a long way with over 30 chapters. I can easily think of another 10...
29. Exchange-traded funds (ETF)
Please note, this is a guest chapter, and I’ve not authored this. This chapter on ETFs is authored by my colleague, Bhuvan. However, I’ll try...
28. Asset Allocation, An Introduction
Like this previous chapter, this chapter is too is a guest chapter. We are honoured to have this super important chapter authored by Shyam, who runs Stockviz....
27. Smart-beta funds
27.1 – Overview Before we get started with this chapter, I need to inform you that this chapter (and the chapter on Index funds) is...
26. The Mutual Fund Portfolio
26.1 – Assumptions We have reached a stage where we have discussed almost everything related to Mutual funds, leaving us with the last crucial bit,...
25. How to analyze a debt mutual fund?
25.1 – Confused Portfolio In the previous chapter, we picked up an equity fund (Kotak Standard Multi cap Fund) and looked at the steps to...
24. How to analyse an Equity Mutual fund?
24.1 – Recap I’d like you to take a moment and reflect upon the last 23 chapters in this module. I want you to recap...
23.1 – The Sortino’s Ratio
In this chapter, we will discuss two other ratios related to the mutual fund performance/risk measures, i.e. the Sortino Ratio and the Capture Ratios. These...
22. Mutual Fund Beta, SD, and Sharpe Ratio
22.1 – Beta Over the last few chapters, we discussed various attributes of a mutual fund. We will continue the same in this chapter and...
21. Mutual Benchmarking
21.1 – TER savings I probably should have discussed this in the last chapter itself, but don’t know why (and how I missed it). While...