Latest Saving, Investing & Mutual Fund Articles

The difference between a focused fund and more diversified equity funds is that focused funds have a concentrated portfolio strategy as opposed to a diversified mix of stocks / sectors in diversified equity funds. We have had a number...

Performance consistency in mutual funds, in our view, is one of the most important attributes of superior long term returns and wealth creation for investors. Consistent performers may not always be the best performer in a particular year, but...

We have reviewed Principal Emerging Bluechip Fund a couple of times in the last one year. You can refer to our posts, Principal Emerging Bluechip Fund: One of the best large and midcap funds (published on 29^th August 2018) and Principal...

One of the most important classifications of equity mutual fund schemes is by market capitalization profile of the underlying scheme portfolio. Market capitalization is defined as the share price of a company multiplied by the...

Small cap stocks, i.e. stocks below the top 250 stocks by market capitalization, offer investors exponential growth opportunities. Since these stocks are under-researched and under-owned by the by...

Large and Midcap equity fund is a relatively new equity fund category. As per SEBI’s mandate, these schemes should invest at least 35% of their assets in large cap stocks and 35% of their assets in midcap stocks. The top 100 stocks...

At the end of the financial year, when we review our investments, particularly in years like one that just passed – volatile, uncertain, confusing – we often reflect on all the mistakes we as investors made. Not grabbing opportunities...

It is very encouraging to note that debt mutual funds are gaining traction with retail investors. As per CRISIL, the debt mutual fund folios as a percentage of total individual investors’ folios increased to 14% in December 2018...

Focused funds are equity mutual fund schemes, which invest in a concentrated portfolio of stocks. As per SEBI’s mandate, focused funds can invest in maximum 30 funds. SBI Focused Equity Fund is among the top 3 focused funds in the last 3...

Mutual fund reclassification directive by SEBI has brought a lot of clarity about different types of mutual funds for investors. In our view, retail investors had little awareness about different types of debt mutual funds and were often confused...