The Golden Thumb Rule| Don’t drive with the rearview mirror — Kaustubh Belapurkar on why past performance misleads investors

The Golden Thumb Rule| Don’t drive with the rearview mirror — Kaustubh  Belapurkar on why past performance misleads investors

In this edition of The Golden Thumb Rule, Kaustubh Belapurkar, Director – Manager Research at Morningstar Investment Research, explains why relying solely on past performance can mislead investors. While many chase last year’s top-performing funds, Belapurkar warns that only a fraction of them sustain their ranking over time. He stresses the importance of consistency, strong … Read more

Looking for reliable mutual fund gains? Banking & PSU funds make the case; check details for 5 best funds

Looking for reliable mutual fund gains? Banking & PSU funds make the case; check details for 5 best funds

Amid rising investor interest in debt mutual funds as a safer alternative during volatile equity cycles, Banking and PSU Debt Funds have emerged as a consistent performer category. These funds primarily invest in debt instruments issued by banks, Public Sector Undertakings (PSUs), and Public Financial Institutions (PFIs), offering both stability and returns. Banking and PSU … Read more