Latest Saving, Investing & Mutual Fund Articles

In the previous part of our post, Returns expectations from mutual funds: How Important is past performance, we discussed how to form future returns expectations, without relying on historical mutual fund...

Some investors may think that, since mutual funds invest in stocks, they are better off investing in stocks directly through a broker instead of investing in mutual funds. Some people cite fund expense ratios and lack of control over the investments as key...

I sometimes hear financial advisors saying that, this mutual fund will give 20% compounded annual returns, if held for the next 10 years. I ask them, on what basis are they making this projection and the answer that I often...

ICICI Prudential Banking and PSU debt fund has been a strong performer in the short term debt funds category over the last few years. In the last one year this short term debt mutual fund schemegave 9.7% return, which was much higher than bank...

When investors want regular income from their investments the automatic choices for many are bank term deposits or post office monthly income scheme. However, declining interest rates have caused many investors to be worried...

For a long period of time, most retail investors in our country associated mutual funds only with equity investments. In Advisorkhoj, we get a large number of mutual fund related queries from investors every week. We have seen that, around 70%...

We have reviewed a number of equity savings funds products in the last 12 to 18 months in Advisorkhoj. These funds are good investment options for investors with moderate risk appetite since the active (un-hedged) equity exposure...

The insurance plans which covers the life-risk of an individual is called life insurance. On the other hand, the insurance plan which covers any risk other than the life-risk of an individual is called general insurance...

Banking sector mutual funds have performed very strongly in the last one year or so, after underperforming in 2015. In the last one year banking sector mutual funds have given average returns of 27.5%. On a 2017 year to date basis, banking sector funds...

We often read in mutual fund related articles that, one should not select mutual fund schemes based on their past performance because historical performance is not an indicator of future performance. The articles or blog posts...