Mutual Funds Articles

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Selecting a mutual fund scheme is an important aspect of your investment decision. We have discussed many a times how to select funds for your investment needs based on your risk appetite and investment goals. Once you have zeroed in onto the right category of funds based on these two factors, you should select schemes which...

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With less than 60 days remaining in this financial year, investors should ensure that they complete their tax planning for the year as soon as possible unless they have already completed. As a tax payer you can claim deduction of up to Rs 1.5 Lakhs from your gross taxable income in this assessment year (AY 2020-21) by investing in...

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For this article, we looked at the best performing focused equity funds category in terms of long term SIP returns. For our analysis we looked at monthly SIP performance of different focused equity funds over long investment periods 5 years, 7 years, 10 years etc. For investing through SIPs, you should always have long investment tenures...

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I came across this chart over the internet which suggests that instances of negative returns decreases with increase in Mutual Fund SIP tenure. This led me to another question. What would this chart look like if we change the criteria from 0% returns, as implied above, to a minimum of 14% returns that is generally expected by...

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Principal Multicap Growth fund invests in large, mid and small sized companies which are fundamentally strong with characteristics like superior management quality, distinct and sustainable competitive advantage, good prospects to grow revenues and profits in the future and financial strength. One of the main advantages of investing in...

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Rapid advancements in technology are transforming industries and people’s lives around the world. Technology in the conventional sense has been used to automate manual processes and improve productivity. However, development in information technology in the last 20 years or so, particularly artificial intelligence (AI) and...

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If you had invested Rs 1 lakh in Nippon India Growth Fund in its NFO in October 1995, your money would have multiplied to more than Rs 1.1 Crore. Nippon India Growth Fund is undoubtedly one of the biggest wealth creators for mutual fund investors in India over the last 25 years or so. The phenomenal wealth creation story of Nippon...

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Value funds are equity mutual fund schemes which follow value style of investing. The essential feature of value style is investing in stocks which are trading at a considerable discount to the fair value (intrinsic value). Fund managers buy and hold these stocks for a long period of time to capture the valuation upside i.e. when the valuation of the...

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While evaluating performance, a lot of attention is given to returns while ignoring the risk taken to achieve the returns. Investors have limited control over the quantum of returns they can generate. But certainly, they have more control over how much risk they are willing to take. It is commonly believed that by taking higher risk you would generate...

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Family is the most important social unit in most cultures around the world, but in India taking care of family members, especially those in need, is taken very seriously given our long tradition of joint family system. Most Indians feel obliged to take care of the needs of members of their family or extended family even if they are not living...

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