Latest Saving, Investing & Mutual Fund Articles

Balanced Funds are ideal investment options for first time mutual fund investors and also investors with a moderate appetite for volatility. Over a long time horizon top Balanced Funds have given investors excellent returns and helped them meet a...

Are you risk averse or do you like taking risks? The answer to this question is often determined by your personality. Some people, by nature, want to play safe; they do not want to lose their sleep over the prospect of losing money. These...

Though derivative trading in India was introduced more than 15 years back, most retail investors perceive derivatives as something very risky. While derivatives can be risky, they can also be used effectively as a portfolio hedging tool...

In our last two posts on this series we discussed how SWP from ICICI Prudential Balanced Fund and Reliance Regular Savings Fund Balanced option were proved to be good options if one was looking for regular returns by using the SWP method...

Like many parents back in the 80s, my parents also wanted me to become either an engineer or a doctor. Not that the prospect of becoming an engineer excited me a lot, but as an obedient son, I studied hard and got admitted into one of the most...

In our last post on this series we discussed how SWP from ICICI Prudential Balanced Fund was proved to be a good option if one was looking for regular returns by using the SWP method. Today we will analyze how the same worked for Reliance Regular...

Balanced Mutual Funds are hybrid equity oriented mutual fund schemes. These funds usually invest 65 – 75% of their portfolio in equity securities and the remaining in debt or money market instruments. The hybrid portfolio moderates the fund volatility to a...

Equity Linked Savings Scheme (ELSS) is the best tax saving (Section 80C) investment option for investors looking to create long term wealth. In our blog, we have discussed the benefits of ELSS a number of times (please see our post, ELSS is...

DSP BlackRock Micro Cap Fund has been the best performing mid and small cap fund for several years now. A र 1 lakh investment in the fund made 5 years back would have grown to र 3.1 lakhs. It is no surprise that, this fund featured at the very top our...

In our last few posts in this series we had discussed how SIPs in best diversified equity funds, best mid and small cap funds, best ELSS Funds, best thematic funds and best large cap funds have created wealth for the investors in the long term...