Pricier Funds Cut into Investors' Returns | Value Research The cost of owning mutual funds is rising. Pick up the August 2015 issue of Mutual Fund Insight to find out where your funds stand
Special Report

Pricier Funds Cut into Investors' Returns

The cost of owning mutual funds is rising. Pick up the August 2015 issue of Mutual Fund Insight to find out where your funds stand

It may be the age of discounts and deals for everything else that you pay for, but fund houses seem determined to charge as much as they can for managing your money.

Over the last few years, helped by a set of regulatory changes, mutual funds have started charging investors much more than they used to. Although the increase may look small as an annual charge, it can compound to a significant chunk of returns over years. In the cover story of the August 2015 issue of Mutual Fund Insight, read our complete analysis of what is happening and what you should do.

ELSS (tax-saving) funds make the ideal 'gateway' funds for most investors, except that we have to plan for them instead of hurriedly choosing one at the end of March. Our Category Watch for the month is on ELSS funds, in which we analyse every aspect of the options. In the accompanying Fund Analyst's Choice read all about ten hand-picked tax-saving funds that our team has chosen for you.

Our interview of the month is with an investment manager who has long been associated with some of India's top-performing funds. Chandresh Nigam is the Managing Director and CEO of Axis Mutual Fund, which has managed to carve out a great reputation for itself in the equity fund space relatively quickly. We spoke to him for his take on the recent market correction and what investors should be doing now.

In our 'Getting Personal' feature, we have an 'exit interview' with Kenneth Andrade, who is striking out for something new after a stellar innings as Head, Investments at IDFC Mutual Fund.

As always, in The Plan, our experts have analysed an actual investor's portfolio in detail and suggested a complete restructuring plan. This month, we have a married investor with high disposable income and significant assets. In Buy Sell Hold, our experts answer investment queries from our readers.

In Portfolio Moves, we analyse a fund's portfolio--Motilal Oswal MOSt Focused Midcap 30--to analyse the fund manager's actions, and see what worked and what didn't.

And of course, there are regular features like Fund Radar, Fund Diary, regular columns from Aarati Krishnan and Vivek Kaul, as well as our comprehensive Scorecard of Mutual Fund data.

The issue is now on news stands. You can also subscribe to the printed version, or buy a digital subscription (PDF + online reader) instantly. You can also buy a digital copy of this issue without subscribing.


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