The 12th Man · 2026-09-21
Portfolio Concentration in Mutual Funds | The 12th Man 008
A captain has 50 players to choose from. But he keeps trusting the same few. What happens when a mutual fund does the same?
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The Second Story · 2026-09-19
The Fisherman Who Caught Everything: A Lesson for Mutual Fund Investors
A fisherman catches hundreds of fish, but the real challenge is knowing what is worth keeping. Mutual fund portfolios can be the same.
The 12th Man · 2026-09-14
What Is Active Share in Mutual Funds? | The 12th Man Episode 007 | Gajamudra
What happens when a mutual fund's Playing XI looks completely different from its benchmark? Meet Active Share — a simple way to understand how differently a fund is positioned from its benchmark.
The Second Story · 2026-09-12
Blind Men and the Elephant: A Powerful Lesson for Mutual Fund Investors
The blind men each understood one part of the elephant. Investors can make the same mistake with mutual funds by looking at only one part of the story.
The 12th Man · 2026-09-07
What Is Index Hugging in Mutual Funds? | The 12th Man Episode 006 | Gajamudra
What happens when your mutual fund's Playing XI starts looking almost identical to its benchmark? Welcome to the world of index hugging.
The Second Story · 2026-09-05
Blind Men and the Elephant: A Powerful Lesson for Mutual Fund Investors
Six blind men touched different parts of an elephant and each believed they understood the whole. Mutual fund investors can make the same mistake by looking at only one metric.
The 12th Man · 2026-08-31
What Is a Benchmark in Mutual Funds? | The 12th Man Episode 005
A good score needs a rival. Discover how mutual fund benchmarks work through an unusual cricket match between Team India and an IPL team.
The Second Story · 2026-08-29
The Moth That Chased the Light: A Lesson in Performance Chasing and Mutual Fund Investing
The moth chased the brightest light without asking why it was shining. Investors can make the same mistake by chasing recent mutual fund returns.
The 12th Man · 2026-08-24
What Is NAV in Mutual Funds? Meaning, Importance & How It Works | The 12th Man #004
NAV is the scoreboard of a mutual fund. But just like cricket, one number never tells the whole story.
The Second Story · 2026-08-22
The Caterpillar and the Cocoon: A Powerful Lesson in Patience and Long-Term Investing
A caterpillar disappears into a cocoon before emerging with wings. What can its transformation teach us about patience, time and long-term investing?