Latest Saving, Investing & Mutual Fund Articles

Financial Planning is a specialized skill that matches the needs and preferences of investors with the risk and return features of various investment avenues. It basically plots an individuals dreams and goals in such a manner...

In our previous post on this topic, What should be the percentage of midcaps in your equity portfolio: Part 1, we had discussed that, midcap stocks can give higher returns than large cap stocks, but they are also much more volatile...

In the first part of the article in this series How do you know if you have good funds in your mutual funds portfolio: part 1, we have discussed how trailing returns are important but not the only significant factor in determining

If someone asks you, who is the best batsman in India today, the answer for many is quite simple, Virat Kohli. If someone asks you about the best bowler in India today, you will say Ravichandran Ashwin. To answer the question...

When I was in middle school in the mid eighties, I remember that, for many months the headline dominating the newspaper front pages, related to the subject of bank computerization. The banking industry was crippled...

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...