Latest Saving, Investing & Mutual Fund Articles

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Dividend paying mutual funds hold allure for many investors, especially those who want regular cash-flows from their investments. Though many mutual fund schemes have excellent dividend pay-out track records, it is important for investors to understand that mutual fund dividends are not guaranteed. Mutual fund dividends are...

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The influence of global brands on modern life both professional and personal is huge. A decade or two back, brands were usually associated with luxury spending e.g. apparel, accessories, gadgets etc. But now from waking up in the morning to going to bed, most of us are consumers of global brands on a daily basis. The toothpaste you use in...

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Contra is an investing strategy which is opposite to the market trend. Contra fund managers invest in stocks that are currently underperforming due to short term issues but which have good growth potential in the medium to long term. Warren Buffet’s famous quote, “be fearful when others are greedy and greedy when others are...

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Axis Midcap Fund is one best performing midcap equity funds in the last 3 to 5 years period. The fund was ranked 1 in terms of trailing returns over the last 3 and 5 years (ending 17th November 2020) respectively. The scheme was launched in February 2011 and has given 16.9% compounded annual returns (CAGR) since inception (as on...

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After crashing to 7,500 levels during March meltdown due to COVID-19, Nifty recovered to its previous high earlier this month and now is trading at its all-time high near 12,800 levels. Investors who did not panic and sell in March / April must now be sitting pretty and investors who used the March correction to tactically invest in equity would have...

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For this assessment year (FY 2020-21 / AY 2021-22), the Government has provided investors the option of sticking to the current income tax rates (as per their income slabs) and claiming exemption like Section 80C, 80D, HRA etc. or moving to the new tax regime with lower tax rates for incomes below Rs 15 lakhs but giving up most of the...

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Volatility is the statistical measure of fluctuations in price of an asset. In 1953, Nobel Prize winning economist Henry Markowitz introduced the concept of volatility as a measure of investment risk. Volatility is of great significance to traders in the stock market, especially those who trade in derivatives (futures and options)...

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Nippon Life India Asset Management has launched Nippon India ETF Nifty CPSE Bond Plus SDL – 2024 Maturity. It is an open ended exchange traded fund (ETF) which will invest in constituents of Nifty CPSE Bond Plus SDL Sep 2024 50:50 Index. The New Fund Offer (NFO) which opens on 3rd November 2020 and closes on 9th November...

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Passive investing i.e. investing through ETFs or index funds is very popular in the developed economies. Passive mutual fundswere launched in the 1970s, but their popularity soared globally after the Global Financial Crisis of 2008. As on March 2020, global assets under management (AUM) in passive mutual funds crossed...

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Small cap funds, as a category is the best performer among diversified equity funds over the last 6 months or so. We had mentioned a number of times in our blog that small caps saw deep correction in 2018 & 2019 and were well positioned to stage a smart recovery. When the stock market crashed in March 2020 due to outbreak of...

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