Mutual Funds

Replicating a Mutual Fund Portfolio

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Mr X want to invest 1,000,000 INR  in equity Mutual Fund. We will assume he is making a lumpsum investment .He wants to stay diversified so he picks these 3 mutual funds: Kotak Select Focus(60%) Reliance Large Cap Fund(20%) Reliance Small Cap Fund(20%) What does the combine portfolio of all three mutual fund look like: … Read more

Mutual Fund and ETF Investment Strategy

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Equity Investment through Mutual Fund is growing at a very fast pace and so has been the number of Asset Management Companies in the market.Mutual Fund Companies charge a fees called expense ratio for managing the funds. ETF on the other hand track the broad market Index.The fees for ETF are lower (.05%-.2%) compared to … Read more

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