Latest Saving, Investing & Mutual Fund Articles

In the first part of this post, Should you invest in ULIPs, we had discussed that Unit Linked Insurance Plans, popularly known as ULIPs, are now much better products than what they were before 2010. The IRDA regulations with respect to ULIPs in 2010...

A few months back I attended a dinner party at an ex-colleague’s place in Gurgaon. One of the invitees to the party was a chartered accountant cum financial planner, who runs a very successful tax and financial advisory practice in the National Capital...

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 portion in debt or money market securities. The hybrid portfolio moderates the fund volatility...

If you had invested Rs. 1 lac in DSP BlackRock Opportunities Fund at the time of its inception (NFO) in the year 2000 the value of your investment today would be Rs. 14 lacs. The performance of this diversified equity fund in the recent years has also...

Yesterday we discussed in the first part of this article how the Debt Mutual Funds Systematic Withdrawal Plans give the most tax efficient income in comparison to fixed depsoits. In the above post, we discussed, prior to 2014 debt...

When the Finance Minister changed the debt mutual fund taxation in his first Budget after the NDA came to power, many people associated with the mutual fund industry said that this was a severe blow to debt funds. Prior to...

For debt mutual fund investors with a long term investment horizon, dynamic bond funds are good investment options. While these funds are subject to interest rate risk, over a 3 year investment horizon these funds can give excellent returns. In fact, if you...

You would have read about the virtues of long term investing over and over again, not just on our website but in numerous other places too. The logic is fairly simple. The longer you stay invested in an asset....

Balanced funds have been around in India for more than 20 years. Balanced funds enable the investors to get exposure to equities and consequently earn excellent long term returns with significantly lower levels of risks compared...

This is our first review of a liquid fund in Advisorkhoj.com. We thought that we would start our liquid fund review with one of the best liquid funds, the Canara Robeco Liquid Fund. Retail investor’s interest in liquid fund is still quite low in our country...