Guided Investing




What is in a name?

Category : Equity MF, Investing, Mutual Fund · (3) Comments · by Nov 25th, 2020
What is in a name?

Two large equity funds behave like twins. Go hand in hand like parallel railway tracks. Yet they are showcased as two different funds. We try to find answers to this puzzle with data

PPFAS Attribute Change 2020

Category : Equity MF, Investing · (4) Comments · by Sep 19th, 2020
PPFAS Attribute Change 2020

PPFAS proposal to write covered calls is refreshing. An attempt to understand it objectively and subjectively. And what can investors do about it.

Why is Franklin MF Overweight in Telecom?

Category : Equity MF, Mutual Fund · No Comments · by Nov 30th, 2019
Why is Franklin MF Overweight in Telecom?

Franklin Templeton has the highest exposure to telecom stocks. This note is trying to understand why is telecom so special to Franklin Templeton MF and what an investor can do about it.

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