Latest Saving, Investing & Mutual Fund Articles

The passive space in the mutual fund industry has grown at a very fast pace over the past few years. Passive assets under management (AUM) have multiplied 4.5 times in the last 4 years from Rs 1.9 lakh crores to Rs 8.8 lakh crores. Institutional investors account for a significant portion of passive AUM especially...

We have been in a global high interest regime for a fairly long period of time. The Reserve Bank of India began hiking repo rates in April 2022 when the rate was 4% and has held the repo rate at 6.5% for the last 1 year. The US Federal Reserve began hiking interest rates (Fed Funds Rate) in March 2022...

"Big Tech" refers to the top 5 technology companies in the United States, Microsoft, Apple, Amazon, Alphabet (Google) and Meta (Facebook), collectively also known as the "Big 5". They are household names all over the world and have become part of our day to day lives. These companies have also been great wealth creators...

Large and midcap funds are diversified equity mutual fund schemes, which invest primarily in large and midsized companies. They can be suitable for long term investment options for investors looking for growth potential of midcap stocks along with the relatively stability of large cap stocks. As per SEBI’s mandate, large...

Nippon India Corporate Bond Fund has been the top performing corporate bond fund in the last 3 years. The fund continues to be one of the top performers even in CY 2024. With interest rates peaking, we are now in a favourable macro environment for debt funds. Nippon India Corporate Bond Fund can be a good alternative...

Bajaj Finserv MF has introduced a WhatsApp partner channel which can revolutionalize the way mutual fund distributors (MFDs), especially new MFDs can conduct their business. The channel uses WhatsApp Chatbots to provide mutual fund services including transaction capabilities using conversational...

Careers of children are one of the most important priorities of most parents. In this competitive age high quality higher education is a very necessary. Parents want their children to go to the best college or university, but given our demographic structure and availability of seats, competition is intense. You must start...

As I pressed the ‘Next’ button, I was informed that I had got a bonus from the office. Grinning with joy I continued choosing the options that flashed before me on the screen, giving me different scenarios to choose from. Yes, I was playing a game that helped me learn about the principles of personal finance...

Money market funds are debt mutual fund schemes which invest in debt and money market instruments with residual maturities of up to 1 year. Money market funds usually invest in commercial papers (CPs), certificates of deposits (CDs), Treasury Bills, overnight securities (TREPs) etc. The interest risk of these funds tends...

The Axis Multicap Fund was launched in December 2021 and has a current AUM of Rs 4874.75 Cr as on 31st January 2024. The TER (Total Expense Ratio) of the Growth option of the fund was Rs 1.90% as on 29th February 2024. The benchmark for the fund is the Nifty 500 Multicap 50:25:25 TRI. The Fund is managed by...