Momentum vs Value Strategies in Mutual Funds Introduction Mutual fund investors often hear the terms “Momentum” and “Value” — but what do they really mean, and how do they impact your returns? These are two widely used factor-based investment strategies, and each has its own strengths, timing, and t...
Dynamic Asset Allocation – BAFs & Beyond Introduction Markets go up and down, but your portfolio shouldn’t ride that rollercoaster. That’s where Dynamic Asset Allocation (DAA) steps in — automatically shifting between equity and debt based on market conditions. Balanced Advantage Funds (BAFs) are th...
Asset Allocation vs Tactical Allocation – What’s the Difference? Introduction Every investor knows it’s risky to put all your eggs in one basket. That’s why asset allocation is considered the bedrock of smart investing. But what if the market is overheated or undervalued? Enter tactical allocation —...
Factor-Based Investing in Mutual Funds – A Smarter Way to Invest Introduction Tired of picking stocks or relying on luck? Factor-based investing offers a scientific, rule-driven strategy used by top mutual funds to outperform markets over time. By using proven “factors” such as value, momentum, or l...
Smart Beta Funds – What Are They? Introduction Ever wondered if there’s a middle path between passive index funds and high-cost active funds? That’s where Smart Beta Funds step in. These are intelligent, rules-based investment funds that aim to beat traditional index returns while keeping costs low....