HSBC Focused Equity Fund: Should you invest?

[This post was first published on capitalmind.in] HSBC has launched an NFO (New Fund Offering) for a Multi-Cap Equity Mutual Fund. The NFO is open from 1st to 15th July 2020. We took a look to see if it makes sense for investors. Short Answer: Unlike Large Cap funds that produce similar returns and underperform low-cost ETFs, Multicap funds see significant performance dispersion. So it matters which fund you pick. Unless you have reason to believe the fund managers of this new fund bring a unique advantage to the table, you are better off with funds with a track record.

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Motilal Oswal’s S&P500 Index Fund: Should you Invest?

This post was first published on capitalmind.in Motilal Oswal has launched an NFO (New Fund Offering) for its S&P500 Index Fund. The NFO is open from 15th to 23rd April 2020. We took a look to see if it make sense for Indian investors. Short Answer: The launch of a fund tracking a major US Index is a step in the right direction. But it’s not necessarily the best way for Indian investors to invest in the US. Let’s make sure we’re clear on the reasons. The S&P500 has outperformed the NIFTY more times than not over the last decade.

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Let’s talk investing with Shravan Sreenivasula

This is the next post in the ‘Let’s talk investing‘ series. In this series, I write about my conversations with investment practitioners, people with real-world investment decision-making experience. My objective in these conversations is to understand their investment philosophy and process, to demystify, at least to some extent, what they do, and to walk away with some thought-starters to help all of us become better investors. Note: These conversations do not offer advice on specific stocks or investment products In one of his customary brilliant posts, Morgan Housel writes “Your personal experiences make up maybe 0.00000001% of what’s happened in

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