Mutual Funds Articles

Regular Advisorkhoj blog readers know that, we give a lot of importance to mutual fund performance consistency. We have also developed a research tool, where our readers can see the top most consistent mutual funds in various product categories (please...

Domestic consumption is one of the most important themes of the India Growth Story. Young population and high proportion of working population are the structural demand drivers that distinguish us from other large emerging markets, as far as consumption...

Personal finance bloggers often give hypothetical examples of wealth creation to demonstrate the power of compounding in equity. Here is a real example -If you had invested Rs 1 lakh in Birla Sun Life Tax Relief 96 Fund at its inception around twenty...

Balanced Funds are hybrid equity oriented mutual funds. Minimum equity allocation in these funds is 65% and the rest in debt instruments. Being an equity oriented mutual fund, Balanced Funds enjoy equity taxation. Apart from the long term capital gains...

Balanced funds have at least 65% asset allocation in equity or equity related securities and the remaining portion in fixed income securities. Fixed income (or debt) as an asset class is subject to less price volatility relative to equity and therefore...

Indian equity market saw a fantastic rally over the past 12 months. The rally in the last 6 months was quite spectacular (as can be seen in the Nifty 50 chart below); in the last 6 months the Nifty gave over 17% returns...

We see a tendency among many investors and financial advisors of preferring popular mutual funds. Funds become popular by dint of their past performance and are thereafter, sought after by investors. However, many a times, in this process...

Consistent performance, in our view, should be most important selection criterion for mutual funds. While consistent performance is important for all categories of mutual funds, it is especially significant for long term debt funds (or income funds). This is...

Mutual Fund Systematic Investment Plans or SIPs were introduced in India way back in 1993 by Franklin Templeton Mutual Fund. Since then investing through SIPs have come a long way according to data provided by Association of Mutual Funds in India...

Systematic Investment Plans (SIPs) are one of the most perplexing investment instruments. While most new investors are wary of them, a lot of seasoned investors too have struggled to get their SIP strategy right.So, before jumping on to...