Latest Saving, Investing & Mutual Fund Articles

In 2007 legendary investor Warren Buffet made a million dollar wager against a hedge fund manager that a simple S&P 500 index fund would outperform a selection of actively managed funds over a 10 year period. The bet’s timeline...

2017 was a great year for stock markets in India with the Nifty rising by nearly 2,470 points (a rise of nearly 29%). Mutual fund investors enjoyed fantastic returns, especially in the small and midcap funds category in 2017 – fund category return...

The pursuit of perpetual motion machines obsessed many scientists and engineers in Europe for centuries since the middle ages. Some readers may think why we are taking about perpetual motion machines in a finance...

Many of us go on vacations with our families once or twice every year. A lot of planning and preparation goes into making our vacation an enjoyable experience. Tickets are booked several weeks or even months in advance to...

In our last post, Are midcap valuations a cause of concern – Part 1, we discussed some of the concerns related to midcap valuations. Most of the discussion in Part 1 was centered on and around relative valuations...

Balanced Mutual funds have 65 – 75% exposure to equities and 25 – 35% to debt. The debt component of balanced mutual funds makes these funds considerably less volatile than equity mutual funds. At the same time, the...

In the first part of our two part blog post, How you should invest in debt mutual funds: Short term versus long term, we discussed the basic difference between short term and long term debt funds. We also discussed how these two types...

A large majority of us feel retirement is for old age and that we need not be bothered by it. Well, it is partially true. Surely it is for old age, but if you do not take the right steps now, you might put your future in some danger. When it comes to...

In the last 3 years, Principal Balanced Fund gave 16.7% annualized returns, the highest among all equity oriented balanced funds in the industry (please refer to Advisorkhoj research tool, Top Performing Balanced Fund Equity Oriented). Even...

2017 was a great year for the stock market and mutual funds. As per December 2017 AMFI data, industry wide assets under management in equity and balanced funds rose 77% year on year. Even after factoring in value...