Mutual Funds Articles

The primary objective of investing in equity funds is capital appreciation over a sufficiently long investment horizon. However, different investors have different financial needs. Some investors want income from their investments, at the same time they...

Section 80C of Income Tax Act allows tax payers to claim deductions from their taxable income by investing in certain instruments. The investment limit eligible for tax deduction in Section 80C has been increased to र 150,000 from...

Most of us keep our surplus cash lying in our savings bank account. It is safe and convenient, if we need to use the money on a frequent basis. However, we should, from time to time, take a look at our savings bank statement and ask ourselves...

From time to time we see debates on expense ratios in the investment community. For the average retail investor in India, however, expense ratio is not an important factor in investment decision making. The average investors base their mutual fund...

While investing in Mutual Funds, you go through fund reviews, watch funds performance, track historical performance, find out what experts have to say and based on that decide if you wish to buy the fund. In short, buying a fund is no...

Mutual Funds which stand the test of the time and deliver strong returns across different market cycles become favourites with investors. SBI Magnum Multiplier fund launched in 1993 is one such fund. In the last few years, the fund...

Advisors and experts often mention that equity mutual funds are idle for investments as they provide long term capital gains and some schemes especially the ones under ELSS category qualify for tax rebate under Section 80C. The dividends received...

In one of previous fund reviews last year, we had discussed how flexible investment approach makes Reliance Equity Opportunities Fund a consistent performer across different market cycles. Consistent performers...

Many investors are under the impression that larger the fund size better the prospect of higher returns. This is not always true. There is no doubt that the large funds can boast of great past track record, hence the...

Funds with concentrated portfolios aim to generate higher alphas or outperformance versus the benchmark index, through stock picking abilities of their fund managers. Typically, these funds tend to be more...