Replicating a Mutual Fund Portfolio

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

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

Hidden Costs of Investment Products

Iphone is popular,so is Versace ,Chanel and BMW. We only pay premium for products were we perceive  higher value.It can be in the form of quality,features and so on.Some people argue that these brands are overpriced because certain similar products cost far less. The argument is quite subjective because for someone the prestige of owning … Read more

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