Most Popular Saving, Investing & Mutual Fund Articles

If you had invested in SBI Blue-chip Fund 3 years back, you would have made a tax free profit of nearly 75% till date (Dec 3, 2016). While we should acknowledge that, 2014 was a bumper year for the Indian stock market, 2015 / early 2016 was one of...

Banking sector mutual funds have performed very strongly in the last one year or so, after underperforming in 2015. In the last one year banking sector mutual funds have given average returns of 27.5%. On a 2017 year to date basis, banking sector funds...

In our article, Asset Allocation strategies for different age groups, we had discussed that asset allocation for investors depends on a number of factors. The different factors are...

As another new year begins, it is also time for investors to finalize the tax planning investments for the current fiscal year. Equity Linked Saving Schemes (ELSS) is one of the most popular investments allowed under...

In recent past, the word "direct plan" has created the buzz among the Mutual Fund Investors and has gained popularity. Direct plan may seem to be getting popular but I think Investor should not rush towards direct...

The Indian economy is on the cusp of bouncing back from the crunching slowdown of the past few years, which offers excellent opportunity for long-term investors - With many comprehensive measures...

In the last two articles we discussed what problem the family faces when somebody dies without keeping any records of his/her investments? How to recover them etc. Now, we will know what are the documents...

Life insurance is essential for the financial protection of your family in the event of an unfortunate death. However, insurance buyers often focus on other considerations like tax savings, premiums or investment returns...

From time to time, investors find midcap stocks and funds very attractive. 2014 to 2017 was a fabulous period for midcap mutual funds, with some mutual funds delivering 20%+ CAGR returns during this period. Investors flocked to these...

Based on our interactions with investors and financial advisors, we see that there is a lot of interest in mutual fund dividends and Systematic Withdrawal Plan (SWP) as income solutions for investors. Many investors prefer dividend options for regular...