Most Popular Saving, Investing & Mutual Fund Articles

Midcaps and small cap stocks had a dream run from 2014 to 2017. Top performing small / midcap equity mutual funds gave around 20% annualized returns over the last 3 years. Naturally midcap and small cap mutual funds were the flavors of the...

In the previous article of this series, Tax Planning at different stages of life – Part 1, we have discussed some tax planning ideas for people in the age group of 20 – 30 years and 30 – 40 years. Tax planning is an...

Investors often tend to ignore the impact of taxes on their investment planning. Taxes, however, have a significant impact on the returns earned by the investor and therefore investors should pay due attention...

For parents who want to save for their children’s education or marriage, mutual fund is the best investment option. Since children’s education or marriage is a long term financial objective, like retirement...

We have stressed the importance of performance consistency for mutual funds a number of times in our blog. For the benefit of all our readers, let us briefly explain why performance consistency should be the most important factor in fund...

In 2007 legendary investor Warren Buffet made a million dollar wager against a hedge fund manager that a simple S&P 500 index fund would outperform a selection of actively managed funds over a 10 year period. The bet’s timeline...

Investing is not just about investing your saved up money and then forgetting about it. It is a means of generating a second source of income. Just the way you work hard to generate your primary income, at the initial stage even investing will...

Lots of people choose the profession of an insurance advisor. Some people treat selling insurance as a part time vocation, while others choose it as a full time career. Irrespective of part time or full time nature...

A lot has been written in financial blogs about Direct Plans. Many financial experts argue in favour of Direct Plans, especially about the fact that the expense ratio is lower in Direct Plans and that returns are a little...

In our post Understanding the post Budget market rally: Will it be sustainable we discussed several technical factors leading up to the post budget rally and some important levels that investors should keep a watch on. We had mentioned in our...