Knowledge Hub

5 Steps to Decipher Past Performance 

1 minute

To reach a holistic assessment, performance should be viewed adroitly to unearth a fund’s realistic potential.

5 Steps to Decipher Past Performance

If you have ever invested in mutual funds, chances are that you would have narrowed down on one that put up some very good numbers in the recent past. Despite the bold disclaimers about past performance not necessarily being sustained in the future, investors have a hard time resisting the numbers. Past performance is undoubtedly very luring, but should you rely on it?

5 Questions to Ask When Evaluating A Fund 

1 minute

A mutual fund investment portfolio may comprise several mutual fund schemes, which may be linked to different financial goals and may carry different investment objectives. Since selecting the mutual fund schemes to form the basis of the future investment performance, selecting the schemes becomes an important decision to lay a strong foundation towards a prosperous financial future.

Financial Planning Guide for 20-35 Years 

1 minute

Globally, a growing number of ETFs straddle the line between active and passive, offering investors a dizzying array of increasingly complex choices.

5 Principles Of Strategic Beta

"Smart beta," "advanced beta," "alternative beta," "enhanced indexes," "strategy indices," "quantamental indexes"—are the list of monikers describing the intersection of active and passive investing.At Morningstar, we refer to smart beta as strategic beta.

5 Questions To Ask before You Invest Globally 

1 minute

With an emerging preference for channelising household savings through mutual funds, international funds also gain their share of popularity. Such funds provide a sense of geographical and currency diversification to the investment portfolio, thereby mitigating the systemic investment risk to some extent. 

However, the decision to invest in such funds should be based on a specific review and not a herd decision after noticing the recent outperformance of such funds. Here are six questions you must ask before you invest globally: