mutual funds & etfs

So I am planning to invest some money through MF. I know basic about what is MF, Unit & NAV, etc. But I have some questions as below. Thanks in advance for your time and answering it. What are types of funds and risks associated with those funds based on its type. IIRC debt funds is low risk...

Revisiting this post here as it was inconclusive. The OP was right. Instead of giving theoretical returns, people could quote their returns in the MFs for the last decade. For the people, who have been investing since the last decade, you must have invested in both MF & FDs. Comparing the two...

The current design of NPS is missing a critical component of diversification namely international stocks. I think Indian investors could benefit immensely from having Vanguard Total World Stock Index Fund (VT https://finance.yahoo.com/quote/VT?p=VT) as one of the investment options from NPS...

tl;dr sharing a spreadsheet I made comparing returns of Motilal Oswal S&P500 index fund and S&P500 total returns index since the fund's launch. A recent post on this sub comparing the returns of S&P500 total returns index and Motilal Oswal S&P500 index fund got some traction. The numbers looked...

Hi all, I am using the NSE definition here: https://www.nseindia.com/products-services/indices-tracking-error (stdev of fund less TRI daily return annualized via sqrt250) I have taken Nifty 50 TRI data from here...

When I invest in a MF, the NAV date is same day or next day based on cutoff time. But for either of the days, I don't know the NAV. I'll only come to know the NAV after 9 pm for same day NAV and next day 9pm if applied after cutoff. Same is the case with redeeming. E.g., If I'm investing in...

I've heard many arguments here about ETF's and liquidity etc. I think they are genuine concerns and needs to be looked into with a little more depth. I've taken six ETF's here - one's that I have currently invested in. I prefer ETF's to mutual funds as I get to track their history in a Google...

Why is Nifty 50 or Nifty Next 50 is recommended in this sub instead of funds like Axis bluechip funds. Looking at the performance charts since 2013, 1lakh invested today is UTI Nifty 50 - 2.16 L Axis Bluechip - 2.6 L Mirae Large cap - 3.0 L

Old contributor to this sub. Hustled hard for last 6 years and managed to reach this milestone just by savings from salary :) This post is not to show off, but just to motivate that investing time in increasing your skills can grow your portfolio much faster than spending time earning extra...

Today I am going to write about what I feel is the single biggest mistake a mutual fund investor can make . Again this is a feeling , I am in no way qualified to advise . The biggest mistake is investing in a mutual fund NFO via a distributor , not a direct plan . Now let me set out my...

Many people don't like NPS tier 1 due to the long lockin but I've hardly seen anyone recommend NPS tier 2, despite its numerous benefits It has all equity, corporate debt and govt bonds in one fund Lowest expense ratio 0.01% Same day nav feature Auto adjustment with time, the portion of debt...

I had commented in another thread about doing some complicated stuff to help with harvesting of capital losses. This short post should help clarify my proposal. Context: 1. Equity is volatile and can have reasonably deep drawdowns. A fall of 20% from market highs is possible and in fact...

TL;DR – For >1 year investments, lower annual costs for ETFs cover up for the higher transaction costs due to price-iNav mismatch. Update: as /@zashmaster pointed out, Tracking error includes TER. So while calculating the annual costs - have only considered the tracking error now. Hi...

As the question suggests, I see that one is still trading on the NSE/BSE, while the other is not...I don't understand the difference? Why does the new SEBI rule not apply to both of these? Does MONAS100 track the NASDAQ growth accurately? How exactly is the ETF price set during live trading...