Latest Saving, Investing & Mutual Fund Articles

An often debate, are Direct Plan better than Regular Plan? Do we really need a Mutual Fund Distributor? In real value terms, it’s a non-debatable topic though. How often we get tempted as an investor to jump in & invest in a product performing well in short term or we have heard about it from a friend etc.? Not realizing if it actually...

In our recent Retirement Readiness Survey 2023, it struck me how retirement carries a cloud of negativity in India. Perhaps it's because we've witnessed our elders grappling with health issues, boredom, loneliness, and financial dependency on their children. It's like we've collectively decided not to talk...

Kotak MF is launching a thematic equity fund, Kotak Technology Fund, which will invest in companies in the technology sector or technology related sectors. The New Fund Offer (NFO) will open for subscription on 12th February 2024 and will close on 26th February 2024. Technology is the fastest growing industry in the...

In investing, risk and returns are correlated. You need to balance risk and returns, so that you are able to achieve your investment objectives without taking unnecessary risks. Asset allocation balances risk and returns of diversifying your investments over different asset classes e.g. equity, fixed income, gold, real...

Nippon India Mutual Fund has launched two index funds NFOs – Nippon India Nifty Bank Index Fund and Nippon India Nifty IT Index Fund. Nippon India Nifty Bank Index Fund is a passive fund which will track the Nifty Bank Index, while the IT fund is also a passive fund which will track the Nifty IT index. Both the NFOs opened for subscription...

SBI Mutual Fund has launched a new fund offer (NFO), SBI Energy Opportunities Fund on 6th February 2024. This is a thematic fund which will invest in companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to sectors...

Bajaj Finserv MF has launched a new equity fund, Bajaj Finserv Large and Midcap Fund on 6th February 2024. The New Fund Offer (NFO) will remain open for subscription till 20th February 2024. This is the second active equity fund offering by Bajaj Finserv Asset Management Company (AMC) after their flexicap fund. As per...

Phoenix is a mythological bird which rises from the ashes of its predecessors. In Greek mythology the Phoenix represents cyclicality of society and even civilizations. Like the Phoenix, businesses go through cycles of upswings and downswings. 360 ONE Phoenix PMS identifies companies that are going through a short term cycle of...

Freedom could be of many different types. For example, we could be speaking of mental, physical or social freedom; but here we will focus on financial freedom, which often gets pushed to the back burner until we hit our retirement years, and we realize we are still prisoners of expenses that hit us in the face of almost dwindling...

Reflections and Resolutions are the two sides of the same coin - your financial goals! Reflecting on a range of events from economic trends and market insights you can learn how to manage risks and the importance of goal focussed approach. Reflection is critical not only on the external events...