this morning I posted saying ‘mutual funds are risky’ – some of the things that I know are unprintable, so I will not write about this.

However Mr. Kaul has written an article about debt…read this here

https://www.equitymaster.com/dailyreckoning/detail.asp?date=10%2F27%2F2015&story=4&title=What-bankrupt-Indian-business-groups-can-learn-from-Genghis-Khan

while reading this…note down the names of the companies…and then see how many mutual funds are holding these shares / debt instruments.

then go an read my articles…on risk…then read the article again…enjoy !!

No I am not namine the funds against which people have complained…omg what next !!

  1. Subra Sir thanks a lot for this eye opener.

    I actually did this exercise with the listed companies. I hold funds of Franklin, HDFC and Quantum.

    What I found was heartening for me that except for HDFC Top 200 holding Vedanta, none of the named companies featured in my Equity Funds. I dont hold any Debt funds so I am safe there.

    After this my belief in these 3 fund houses has been reinforced and I would say I would surely stick with these.
    But such reminders are really good.

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