This is a debt mutual fund screener for portfolio selection, tracking, and learning. It also includes hybrid funds that invest in bonds. It will satisfy ...

There is a lot of interest in "high-interest bonds". Unless you need a regular income (because you are retired or on a break, etc.), you don't need bonds.

This index fund screener is based on tracking error and returns difference wrt benchmarks (also known as tracking difference) ...

I argue why we should use a personal inflation rate while planning for retirement. My family’s inflation rate was about 8% some years back – Inflation in India: Some Real Numbers. So, that was the ...

In this edition of the reader story … It all started in 2010. I wanted to pursue engineering. I had scored around 90%, yet I joined a tier-3 college for my B.E. in Computer Science. Even today, I ...

This ETF screener is based on tracking errors and differences (ETF return minus index return). It will help users evaluate how efficiently an ETF has tracked its ...

Ever wonder why index investing or passive investing should work? In this article, SEBI registered fee-only advisor Swapnil Kendhe explains the basics of indexing and why it is effective. About the ...

Parag Parikh Financial Advisory Services has filed an NFO document for Parag Parikh Large Cap Fund with SEBI. I was initially reluctant to opine on it, but since we received several requests, I ...

The Pension Fund Regulatory and Development Authority (PFRDA) has recently announced a Multiple Scheme Framework in the National Pension Scheme for all non-government subscribers. In this article, we ...

We discuss what investors should appreciate before selecting an index fund tracking the Nifty LargeMidcap 250 Index Fund. At the time of writing, five fund houses – Edelweiss, HDFC, ICIC Pru, Mirae ...

Whenever I share my investment portfolio in annual audits or other articles, readers ask about my investment strategy. See, for example, “17 Years of Mutual Fund Investing: My Journey and Lessons ...

“We recently received this question: My father (retired and getting a pension) would like to invest some amount in my son’s name yearly. He expects 1) to invest for his grandson’s future and 2) to get ...