20. Mutual fund Expense Ratio, Direct, and Regular plans
20.1 – Expense Ratio In the last chapter, we discussed the ‘Rolling Returns’, and why rolling returns offer a better insight into the return pattern...
19. Rolling Returns
19.1 – Point to Point return The previous chapter gave us a perspective of how returns are calculated given the time frame under consideration. So,...
18. Measuring Mutual fund Returns
18.1 – Mutual Fund metrics By now, I suppose we understand different types of mutual fund categories and what goes under the hood of each...
17. Arbitrage Funds
17.1 – Arbitrage We were to move ahead and discuss MF attributes and gradually steer our way to identify techniques of building a mutual fund...
16. Index Funds
16.1 Overview In chapter 6 & 7, we discussed the basics of a mutual fund and how a fund works. Just to recap, a mutual fund is a pooled...
15. Investing in Bonds
15.1 – Context I understand we concluded the previous chapter by hinting that we would discuss Index funds next. However, I’m taking a bit of...
14. The Debt Funds (Part 4)
14.1 – Liquidity Risk In the previous chapter, we discussed the Franklin debt fund saga. Thanks to this episode, as investors, we now very clearly...
13. The Debt funds (Part 3)
13.1 – Debt jargons As we enter the 27th day of the nationwide lockdown, I hope you and your loved ones are staying home, staying safe....
12. The Debt funds (Part 2)
12.1 – Overnight Fund We are in living in strange times, as I write this, the market is down nearly 30% from its peak. I’ve...
11. The Debt funds (Part 1)
11.1 – The origins of debt Over the next couple of chapters, we will cover the basics of debt mutual funds. As you may recollect...