Latest Saving, Investing & Mutual Fund Articles

An uneasy peace has hung in balance in the Middle East, after United States and Iran agreed on a 15-day ceasefire in early April. Though the Strait of Hormuz remains shut, Brent crude price has retreated from $110 per barrel level to below $95 a barrel. The Nifty recovered by almost 2,000 points, bouncing back from its 52-week...

Large and midcap fund is one of the most popular mutual fund categories, especially among retail investors. As per AMFI's March 2026 data the total assets under management (AUM) in large and midcap funds is more than 2 lakh crores (as on 31st March 2024) with more than 90 lakh folios. Large and midcap funds are...

The market rebounded from its 52 week low after ceasefire was agreed between United States and Iran. Strait of Hormuz remains shut and crude oil prices shot up again. The market is range bound but continues to be volatile. Even though global markets may bounce back if lasting ceasefire can be agreed, prolonged disruption...

Long-term financial planning is essential to achieving your future goals. However, unexpected events like a critical illness or the untimely demise of the sole earning member can affect the financial security of your family. This is where life insurance comes in. Such plans can serve as a financial shield, ensuring...

Winners rotate across market cap segments: The chart below shows the calendar year returns of different market cap segment returns. Different market cap segments out / underperform each other in different market conditions. Diversifying your portfolio across market cap segments can balance risks and returns...

The Wealth Company has launched an investment strategy under specialized investment fund (SIF), WSIF Equity Ex-Top 100 Long-Short fund. SIFs offer sophisticated investment strategies, including use of derivatives, while providing operational ease, transparency, investment ticket (Rs 10 lakh minimum investment...

Axis MF has launched an NFO, Axis Nifty India Defence Index Fund. This passive fund will track Nifty India Defence Index. The Nifty India Defence Index which aims to track the performance of portfolio of stocks that represent the Defence theme. Defence has been one of the best performing industry sectors in the last 1 year...

The 360 ONE Phoenix PMS was launched in January 2021, and in the 5 years since its inception the PMS has risen again and again to live up to its name- a true phoenix rising. The Phoenix PMS has delivered a five-year CAGR of ~18.5%, outperforming the BSE 500 TRI benchmark which delivered ~14.8%, demonstrating consistent...

The market has bounced back after United States and Iran agreed on a 15-day ceasefire. Brent crude price has retreated from $110 per barrel level to below $100 a barrel. The Nifty recovered by almost 2,000 points, bouncing back from its 52-week low of 22,331 to 24,330 level. The sharp correction during the 40-day war between...

Franklin Templeton has launched Sapphire Equity Long Short SIF NFO. Equity Long Short SIFs are specialized investment funds (SIF) which can take naked (unhedged) short positions. Minimum investment amount for SIFs is Rs 10 lakhs, which though is substantially higher compared to mutual funds, is significantly lower than...