Latest Saving, Investing & Mutual Fund Articles

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Diversification is the strategy to reduce risk by investing in different types of assets with different risk / return characteristics. If you split your investments among multiple asset classes, the overall impact on your portfolio, if one investment gives lower than expected returns, is significantly lesser. The old idiom, “don’t put all your eggs in one basket”...

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Retirement planning is one of the most ignored financial goals in most Indian households even though it is the one of the most important, if not the most important life-stage goals for most families. According to SBI Mutual Fund, India is expected to move from a predominantly young population to an aging population in the next 30...

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Principal Large Cap Fund was launched in the month October of 2020. We had reviewed the NFO of this scheme in our post, why invest in Principal Large Cap Fund NFO. Large cap funds must invest at least 80% of their assets in stocks of the 100 largest companies by market capitalization. An interesting feature of this fund is that, it...

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Several important tax changes were announced in Union Budget of 2020. Taxation is an important consideration in financial planning from various tax savings options to tax consequences of your investments. Investors should note that several important changes were announced in the Budget which may have an impact on your income...

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ESG stands for environmental, social and governance. In investment parlance, companies’ performance on environmental, social and governance parameters is an essential consideration in ESG investments. The fundamental premise in ESG investments is that companies which adopt ESG principles have the potential of...

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As we come to the closure of 2020, a year that has been a pivotal one in so many ways, it is a good time to explore avenues for wealth creation that also align with the greater good of the world we live in and our values. We are already seeing some credible shifts. Through a survey that we conducted, majority of the 1600 plus respondents said their...

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Midcaps had been underperforming versus large caps since 2018. But midcaps have outperformed large caps over the past six months or so. With stock market at all-time high, midcaps have the potential to outperform large caps over sufficiently long investment horizon. Though midcaps are more volatile than large caps, they have...

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This year has been unlike any year that most people have ever experienced. A deadly pandemic raging around the world, lockdowns and restrictions on many activities for a few months leading to one of the worst recessions many have seen in their lifetimes and an environment of fear and uncertainty. At the same time, the stock market has...

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We live in a complex interconnected world. If anything, Covid-19 has shown us how co-dependent we are as global citizens and economies. This has necessitated an increasing focus on Environmental, Social and Governance (ESG) parameters in the manner Governments form policies, companies operate, and financial institutions...

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If you had invested Rs 1 lakh in Principal Emerging Bluechip Fund nearly 12 years back at the time of its inception (NFO), its market value today (as on 2nd December 2020) would be nearly Rs 12.5 lakhs. More 12X growth in 12 years imply a CAGR of well over 20%, which is phenomenal by any standard. There are funds which...

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