Latest Saving, Investing & Mutual Fund Articles

The popularity of passive funds is growing globally. According to a Price Waterhouse Coopers study, passive funds will account for 58% of the US mutual fund industry assets under management (AUM) by 2030 (source: PWC). Passive funds AUM have been growing rapidly in India as well. AUM of exchange traded funds (ETFs) increased by 6.9X in the last...

Market has been volatile due to surging crude oil prices and geo-political uncertainties. Crude oil prices has surged to $100 per barrel stoking inflation concerns. Global bond yields have surged causing turmoil in financial markets. Gold prices on the other hand, surged by 9% in August and 16.8% on a YTD basis (as on 31st August...

The 360 ONE Focused Equity Fund has completed 12 years since its launch in October 2014. In the 12 years since its inception, the fund has shown outstanding, consistent performance, delivering a 14.3% CAGR, compared to the 13.81% average return of all other funds in the category. These funds invest in a relatively concent...

UTI Flexi Cap Fund, with more than 34 years of history, has established a strong track record of creating long-term wealth for investors. Flexicap funds can invest dynamically across market cap segments. There are no market cap segment wise limits for flexicap funds. As per AMFI July data, flexicap funds have the highest AUM...

Multicap funds are becoming increasingly popular with retail investors. In the last 1 year AUM of multicap funds grew by 21%, when AUM of active equity funds grew by 15% (source: AMFI, as on 31st July 2026). As per SEBI’s mandate, multicap funds invest minimum 25% each in large cap, midcap and small cap stocks...

Union Active Momentum Fund has completed 1.5 years since its launch. After a tepid start, the fund has started outperforming its benchmark index in 2026. The fund has also been outperforming its peer active momentum fund schemes. The fund used momentum to select and exit stocks in its portfolio. In this article we will review...

The Bank of India Mutual Fund is set to launch its new fund offer, the Bank of India Value Fund NFO, which opens on 28th August. The NFO will remain open for subscription till 11th September 2026. In this article, we will review the Bank of India Value Fund NFO. Fund managers who follow the value style try to identify stocks which...

The Wealth Company Mutual Fund is launching its latest NFO, The Wealth Company Multi Cap Fund NFO, on 27th August 2026. The subscription to the fund will close on 10th September 2026. In this article, we will review the Wealth Company Multi Cap Fund NFO. SEBI mandates a minimum allocation of 25% of the total assets...

Most investors prefer traditional fixed income investments like bank FDs for bulk of their savings. However, if you look at the long trend of FD interest rates, you can see that interest rates have been declining in the long term (see the chart below). Debt mutual funds offer a variety of fixed income investment options for investors...

Many conservative or risk averse investors still prefer traditional fixed income investments like Bank FDs, Government Small Savings Schemes etc for the bulk of their savings / investments. However, interest from traditional fixed income investments are taxed as per the income tax slab rate of the investors. With interest rates coming down...