Global Momentum Guide for February 26, 2024 – Mutual Fund Investor Guide

The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…

Market Perspective for February 25, 2024 – Mutual Fund Investor Guide

The market has abandoned the belief a rate cut would occur in March. There are also…

Will gains from Parag Parikh Dynamic Asset Allocation Fund be taxed as per slab?

In response to our article – Parag Parikh Dynamic Asset Allocation Fund: Who should invest? – many…

The ETF Investor Guide for February 2024 – Mutual Fund Investor Guide

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Global Momentum Guide for February 20, 2024 – Mutual Fund Investor Guide

The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…

Market Perspective for February 18, 2024 – Mutual Fund Investor Guide

The past week was a significant one for traders as several economic data points were released…

The Investor Guide to Vanguard Funds for February 2024 – Mutual Fund Investor Guide

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Index fund tracking error screener Feb 2024

This index fund screener is based on tracking error and returns difference wrt benchmarks (aka tracking…

Should I avoid portfolio overlap between mutual funds used for different goals?

A reader has multiple questions on goal-based investing, and we address them inline below. “I am…

How have the Factor Indices performed since launch?

Over the past few years, NiftyIndices and S&P have launched various factor indices (Value, Momentum, Low…