Fund Research

 
  Mr. Captain, pick your team judiciously
Just as a captain of a cricket team needs to pick his playing 11 for a match after carefully considering the opposition, the pitch, the format of the game, and his players strengths and weaknesses in each format, you too as an advisor, have a task to pick the right combination of fund managers to deliver results into your clients’ portfolios.
27-Mar-2015

How do MF pension plans differ from NPA and insurance pension plans?
How do MF pension plans differ from NPS and insurance pension plans?
03-Jan-2014
 

  What are life cycle and life stage funds? How can investors benefit from them?
What are life cycle and life stage funds? How can investors benefit from them?
27-Dec-2013

Why is Expense Ratio becoming increasing relevant for Distributors?
Why are expense ratios becoming increasingly relevant for distributors and advisors?
05-Dec-2013
 

  What is CPPI? How is it different from capital protection oriented funds?
What is CPPI? How does it differ from a conventional capital protection oriented fund?
07-Jun-2013

What are market neutral funds?
What are market neutral funds and strategies? How do they work? What is meant by the phrase "extract pure alpha without the associated beta"? When should such a strategy be used?
19-Apr-2013
 

  What are embedded advice products?
What are embedded advice products? How can investment advice be embedded into a mutual fund product? How does it benefit distributors and investors?
12-Apr-2013

Top down investing vs bottom up investing in equity funds
How is a top down approach different from a bottom up approach in managing equity funds? Which style is better?
21-Feb-2013
 

  What is the difference between Sharpe Ratio, Treynor Ratio and Information ratio? How relevant are these in fund selection? How should I decide which one to use?
What is the difference between Sharpe Ratio, Treynor Ratio and Information ratio? How relevant are these in fund selection? How should I decide which one to use?
23-Jul-2012

Alpha Vs Beta
What is the difference between alpha and beta? Which is more relevant in selecting an equity fund?
23-Jul-2012