Latest Saving, Investing & Mutual Fund Articles

Axis Flexi Cap Fund (formerly Axis Multi-cap Fund) completed 3 years in November 2020. 3 year performance period is usually a good horizon to evaluate the performance of a fund. The chart below shows the growth of Rs 10,000 in the scheme since its inception. You can see that the scheme was able to...

With interest rates of traditional fixed income products on the decline for quite some time, many investors are looking at alternative investment options. Debt mutual funds offer investors a variety of products for different risk appetites, investment tenures and investment needs. However, for investors who are willing to...

The equity market is enjoying a fantastic bull market since the market recovered from the COVID-19 crash in March 2020. After breaching the previous all time high about 11 months back, Nifty 50 has risen 40% higher in the 11 months or so. The broader market (midcaps and small caps) also enjoyed a great bull run over...

Passive funds invest in a basket of securities which track a market index. Weights of securities in the fund mirror the weights of the constituents in the index. Unlike actively managed mutual funds, a passive fund does not aim to beat the market. In other words, passive funds give market returns subject to tracking error (we will...

Indian equities have enjoyed a terrific bull run since the crash in March 2020 in the wake of COVID-19 pandemic. In the last one year (ending 31st August 2021) Nifty 50 TRI has given 51% returns, while the broader market (Nifty 500 TRI) has given 56% returns. The Indian economy is also showing strong signs of recovery from the COVID...

As per AMFI data, August 2021 saw net monthly outflow (redemptions exceeding purchases) in the small cap equity mutual funds category for the first time since February 2021. Redemptions may be caused by a variety of reasons but the fall in the Nifty Small Cap 250 Total Returns Index may have been one of the...

Nippon India Passive Flexi cap Fund of Funds is a fund of funds (FOF) which invests across all three market cap segments i.e. large cap, midcap and small cap. The fund was launched in December 2020 and has given 33% CAGR returns since inception (as on 3^rd September 2021). The fund of funds follows a passive strategy by...

It's 7 am; I get a reminder from Alexa to buy litter for my cat online. Here I go on Amazon and place my order. While I am browsing my Twitter feed for the latest news my Nescafe is brewing. With a hot cup of coffee, I start my day. Wear my smart watch and head out for a walk. While I am walking, I get a reminder on Microsoft Teams...

Systematic Withdrawal Plans(SWP) is a mutual fund investment solution which gives fixed cash-flows at regular intervals. You can specify the amount, the intervals (e.g. monthly, quarterly, annual etc.) and day of the month, quarter etc., when SWP takes place and the amount credited to your bank account. You need to...

Have you heard from anyone saying that he has been allotted all the shares he subscribed for in a good company IPO and also made maximum gains from that investment? Most likely not. Many of us who participate for an IPO experience challenges like Good company IPOs are normally oversubscribed...