Posts tagged with "mutual-funds"


  • Nov 18, 2021

    Follow-up to Virtual Meetup #7

    Thank you to everyone who joined the virtual meetup #7. We had a very low turn-up but we certainly had a lot of questions. This post is a follow-up to that meeting so you know what we discussed. As it usually happens, the topics we covered varied quite a bit from investment related things to solar panels to taxes.

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  • Aug 6, 2021

    Asset Allocation After Retirement

    What asset allocation should you go for after retirement? That is not a common question I hear from readers of my blog because most of them are still in the accumulation phase and don’t have to worry too much about retirement yet. But it is something that I struggle with myself from time to time since I am already retired. If you are close to retirement or are already retired, maybe this post will help. In case you don’t already know what an asset allocation means, please read my post on it.

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  • Aug 3, 2021

    A Simple Investment Plan

    It has been 10 years since I first started investing. When I look back at how I invested back in the day, it looks so simple. No complicated planning or exotic products. I always believe in starting with something simple. Whether it be investments, work, hobbies, nutrition, exercise, you name it. There are several advantages of this approach.

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  • Jun 11, 2021

    Exit Load In Mutual Funds

    If you have been investing in mutual funds for any amount of time, you most likely know about exit load. Some mutual funds, typically the equity kind will charge the investors some fees if they exit the fund (redeem investments), before a certain time period. This is done to discourage investors from prematurely exiting the fund.

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  • Oct 22, 2020

    Different Types of Investors

    Let me start off with a story. So the other day a friend of mine called me up asking me to help him solve a plumbing problem. He probably thought I was good at plumbing because I have been working on rain water harvesting and drip irrigation. Anyway, he tells me that there is a tap that was constantly leaking water. He tightened it fully, but the water still leaks. Asks me if I have a fix for his problem.

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  • Sep 1, 2020

    Real Estate Investment vs Equity Investment

    While you know my aversion to real estate investment in India, I don't discourage anyone from investing in it. If you don't mind the corruption related to property deals, you might make more than simply investing in equity and debt mutual funds. But before you decide which way to go, make some informed decisions. In this post I will try to simplify some calculations which can help you guide in the right direction. I will also mention some risks involved in each of those asset classes.

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  • Nov 22, 2018

    Are Index Funds Better Than Active Funds?

    In the US, index investing is all the rage. John Bogle who started the first index fund, contends that an index fund beats almost all actively managed mutual funds (after accounting for fees) in the long run. But does it work in India? That was the experiment I set out to conduct in early 2012.

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