Mutual Funds Articles

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After a prolonged period of volatility, the Nifty has stabilized and is consolidating near the all time highs. Even the broader market has shown solid signs of recovery, with Nifty Midcap 100 trading nearly 15% higher than its all time low. While historical data shows that equity is the best performing asset...

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Midcap mutual funds are equity mutual fund schemes which invest at least 65% of their assets in midcap stocks. SEBI classifies the top 100 stocks by market capitalization as large cap stocks, the next 150 stocks as midcap and the remaining ones as small cap stocks. Large cap stocks are characterized by market...

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We have repeatedly stressed the importance of putting your idle money to productive use. If you keep hard earned money in savings bank account for long periods of time, then in real terms (adjusted for inflation), you will be eroding your wealth. This is because low savings yields cannot keep with the decline...

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Rs 1 lakh invested in Nippon India Large Cap Fund 10 years back would have multiplied more than 3 times (as on 22nd November 2019) and grown to a value of Rs 3.13 lakhs. The systematic investment plan (SIP) performance of the scheme over the last 10 years is equally impressive. A monthly...

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If you had invested Rs 1 lakh in SBI Large and Midcap Fund (erstwhile SBI Magnum Multiplier Fund) at the time of its inception in early 1993, your investment would have grown to Rs 33 lakhs (as on 22nd November 2019). Rs 10,000 monthly SIP in the scheme over the last 10 years would...

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Multi-Asset funds are hybrid mutual fund schemes which invest in different asset classes like equity, fixed income, gold etc. The fund manager decides the proportional allocation to each asset class based on the market conditions with the objective of balancing risks and returns. Multi-asset...

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A misperception about mutual funds among many retail investors, especially less experienced investors is that, these are risky investments. You should know there are several types of low risk mutual fund schemes where you can deploy your money productively (higher rate of return) instead of keeping it idle in your savings bank...

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The last 2 - 3 year period has been a challenging one for the broader stock market. In the last 3 years, the Nifty Midcap 100 has given negative returns, falling by nearly 1%. Small caps have fallen even more with the Nifty Small Cap 100 falling by 13% during this period. Large cap stocks performed better (in relative terms) giving 9% CAGR returns...

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SBI Magnum Equity ESG Fund is a thematic equity fund which invests in companies based on environmental, social and governance (ESG) criteria. Environmental criteria includes among other parameters, carbon footprint, energy use (renewable and non-renewable) and conservation, pollution control, waste management etc...

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We have stated a number of times in our blog that your fund selection should always be based on your investment goals and risk appetite, not on stock market conditions. The stock market moves up and down, but your financial goals...

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