Putting money in a new fund? Some 67% of the funds have underperformed their benchmarks in the first nine months of this calendar year, finds ML Research Desk

Mutual fund performance is always benchmarked to a market index that they choose. Almost all our fund screens have so far proved that a majority of them underperform their benchmark across most time periods. This time’s fund screen...

Balanced funds are in vogue - under a different garb

Balanced funds have not lived up to their name because most of them follow a disbalanced strategy of investing. Is that why fund companies want to bring them back under a different name? What else explains the strategy of two balanced funds coming to the market but neither of them sporting the name balanced? They now call themselves...

Be careful about having blind faith in Systematic Investment Plan

Tata Mutual Fund is launching a scheme based on the idea of Systematic Investment Plan called Tata SIP equity fund. SIPs, as any investor knows, are one of the better ways to create a winning portfolio. The idea is simple. Instead of putting large lumps of your money into the market, invest that money in drips. The advantage...