Widely read:
Cover story: Diversification is killing returns: How to do it the right way
Are you truly diversified or just holding a cluttered collection of overlapping funds? This edition unpacks the myths of diversification and shows how most investors get it wrong. We also share practical, ready-to-use portfolios tailored to your risk profile. A must-read to simplify, strengthen and future-proof your investments.
Here are the other highlights of this month's edition:
- The factor files: Case of the winning combos: Most factor funds bet on just one trait: momentum, value or quality. But what if you could combine them for better results? This story explores the rise of multi-factor strategies and their backtested potential.
- PSU funds are sliding. Is it just another cycle?: PSU funds have thrilled and burned investors in equal measure. After a stellar run, they’re now the worst-performing category. Is this just another cycle or a deeper shakeout? This story breaks down the risks, the timing traps and whether PSUs deserve a place in your portfolio going forward.
- Innovation funds: Real deal or just a fancy label?: Innovation funds claim to back disruptors. But do they really? Read on before buying into the buzz.
- Why PPFAS’s dynamic asset allocation fund suits retirees: Rajeev Thakkar, Chief Investment Officer and Director, PPFAS Mutual Fund, explains why their dynamic asset allocation fund is built for conservative, cash flow-seeking investors and how it stays steady, even when the market gets unpredictable.
- Gifting mutual funds has become easier now: Gifting mutual funds sounds thoughtful, but is it easy to do? And is it even allowed without a demat account? This story unpacks what’s possible, what’s changed recently and how you can make your money truly meaningful for someone else. A practical read for generous investors.
- At 45, is it too late to secure a comfortable retirement?: Rajesh has been a disciplined investor. But with retirement 15 years away and rising education costs for his daughter, he’s starting to feel the pressure. This story walks through a relatable financial dilemma and offers a clear roadmap to stay on track without overhauling everything.
- Teflon or at least gold-coated: Equity builds wealth, but not everyone can stomach its swings. This piece by Aashish P Somaiyaa, CEO of WhiteOak Capital Asset Management, explores why multi-asset investing can offer smoother returns without compromising on growth. If you’re not “teflon-coated”, this approach could help you stay invested through the market’s many mood swings.
As always, we include Mutual Fund and Index Fund scoreboards to help you make smarter investment decisions.
Mutual Fund Insight is a monthly subscription magazine that provides in-depth information, insights and analyses of mutual funds.
Mutual Fund Insight is available in print and digital formats.
Disclaimer: This content is for information only and should not be considered investment advice or a recommendation.
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