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Nothing Succeeds like Failure

So 2014 saw a total of 75 NFOs (New Fund Offers by Mutual Funds) compared to 18 in 2013. In 2012, there were 8 and in 2011 there were 11 NFOs. Last we saw anywhere close to so many NFOs was 41 in 2008 and 48 in 2007. And incidentally many of these 75 NFOs are...

Entry Load and Bubbly Soda: Losing the Forest for the Trees

Three years back, SEBI decided to ban entry loads on equity mutual funds to stop their gross mis-selling. What this move also ended up doing was it stopped its selling. While it is true that no one has any monetary incentive to sell mutual funds anymore, the...

The Annual Performance Appraisal

“I must leave now”, said Swami, my friend just as we were sipping our coffee. “Going out with family?” I asked, knowing that he was quite the family man. “No! Don’t ask – I have this big form I have to fill after going home,...

Selecting Mutual Funds for Investment: What to and What not to look for

For the equity part of their portfolio, individual investors have the choice of either directly buying stocks or following the equity mutual fund route. Many individual investors, including myself earlier on in my investing life, make the mistake of evaluating mutual...