Latest Saving, Investing & Mutual Fund Articles

If you ask a financial advisor what should be the percentage of midcap stocks or mutual funds in equity portfolio, you will get a variety of answers. Some will suggest that, midcap stocks or funds should not exceed 20% of your investment...

Historically mutual funds have been classified either into Equity Funds or into Debt Funds. Any fund with an equity orientation is called an Equity Fund and any fund which aims at a stable return but with little or no exposure...

Financial planning is one of the best ways to start investing into the financial assets but unfortunately most of us have been adhoc investors all our lives. As Indians have always been one of the highest savers in the world...

A र 5,000 monthly SIP in Reliance Small Cap Fund over the last 5 years would have grown to a value of more than र 6 lacs (as on 21.04.2016) while the investor would have invested only र 3 lacs on a cumulative basis. The annualized SIP returns of this...

Asset allocation is simply your investment strategy where you balance the risk and return by investing in the appropriate mix of assets (like fixed income, equity, gold, real estate etc.) according to your investment objectives, investment horizon and...

Two years back Wall Street Journal, the leading business and finance journal, published an article covering a study done by Lubos Pastor of the University of Chicago's Booth School of Business and Robert Stambaugh and Lucian Taylor of...

‘Humans are rational being’ is an assumption that has sustained many schools of thoughts. It is assumed that humans are capable of rationality as a lot of things will crumble if this assumption is questioned. We also believe in this...

If you invested र 1 lac in Eicher Motors stock 10 years back, can you guess what your stock holding will be worth today? If you invested in Eicher Motors 10 years back and have been holding those shares till today, the value of your र 1 lac investment today...

Birla Sun Life India Gennext Fund is relatively less well known mutual fund scheme with an AUM base of just around र 360 crores. However, this fund is among the top mutual funds in terms of wealth creation for investors over the last 10 years. If you started a...

Interest rate cuts by the Reserve Bank of India (RBI) are usually good for the economy. It reduces the borrowing costs of business, which in turn leads to incremental economic activity, higher employment rates and higher GDP growth. The stock and...