Mutual Funds Articles

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Most people think they need to have a lot of money before they can start investing. These days, with as little as Rs 500 you can get your feet wet with mutual funds. Investing in mutual funds allows you to take part in a larger pool of funds that will be managed by a professional fund manager. This presents a lot of advantages, the best...

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One of the biggest hurdles in the journey of investing is getting over the widely believed myths that bear no foundation or truth. But we believe it because everyone does. To start investing, one must, most importantly refrain from giving in to false notions and myths and believe in what the facts. Here are some of the most common myths of...

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The whole world is going through the worst crisis in several decades due to rapid spread of Coronavirus. Many countries including India are in lockdown and stock markets all over the world have crashed. The Sensex is down 35% this year, but there are many examples of severe market downturns in the past (see the chart below)...

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The last one month has seen stock market crashing all across the world. However, history of past bear markets tell us that 25 – 30% fall in share prices create attractive investment opportunities for long term investors. While Nifty (large cap) has fallen 30% from its all time high, midcaps have fallen more than 40% from their peaks. From a...

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Most of you would be aware of the Yes Bank crisis, which has been dominating news headlines along with Coronavirus for the last few days. The RBI has announced a draft restructuring plan which includes capital infusion by SBI and picking up 49% stake in Yes Bank but the proposal to fully write down the Additional Tier 1 (AT1) Bonds issued...

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We have covered Principal Emerging Bluechip Fund a number of times in our fund reviews. The scheme has been a strong performer over a long investment horizon (5 years plus), but the fund underperformed in 2018 and also in the first half of 2019. We had discussed the reasons for the 2018-19 underperformance of this scheme...

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As per SEBI’s directive, medium duration debt funds invest in debt and money market instruments such that the Macaulay Duration of the scheme portfolio is between 3 years to 4 years. Regular Advisorkhoj readers know that prices of debt securities have an inverse relationship with interest rate movement. When interest rate goes...

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Services Sector is one of the most attractive sectors for equity investors in India. Service sector growth in India is led by rising purchasing power, fast growth in social mobility and increasing urbanization needs. Over and above this, outsourcing by foreign companies in the business services, BPO and IT services segment have given Services sector in...

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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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