Most Popular Saving, Investing & Mutual Fund Articles

In the last 3 years, Principal Balanced Fund gave 16.7% annualized returns, the highest among all equity oriented balanced funds in the industry (please refer to Advisorkhoj research tool, Top Performing Balanced Fund Equity Oriented). Even...

Referral is a tried and tested client acquisition channel in the financial advisory business. Some mutual fund distributors have been very successful in growing their business through referrals, while others have not been able to achieve any...

In our industry the popular Hindi adage "jo dikhta hai, wahi bikta hai" applies as well as it applies to any other. But unfortunately our industry is such that the rule has to be re-written. "Jo dikhta hai wahi bechna...

Do not forget as it is the last date for online filling of ITR for the FY 2011-12. The IT (Income Tax) Department provides an extended time for filing late ITR (Income Tax Return) till 2...

This has been a great year for Indian stocks. Year to date the Nifty has given nearly 25% returns. While years like 2017 are great for investor sentiment, we would like to reiterate that equity as an asset class is volatile in nature. Over the last 28...

A large majority of us feel retirement is for old age and that we need not be bothered by it. Well, it is partially true. Surely it is for old age, but if you do not take the right steps now, you might put your future in some danger. When it comes to...

SBI Emerging Businesses Fund was launched in 2004. If you had started a monthly SIP of Rs 5,000 in SBI Emerging Businesses Fund since inception, by now you would have accumulated a corpus of over Rs 17 Lakhs (as on April 2, 2018). The...

Warren Buffet called investments to be a second source of income. Times may have changed and we may like to call ourselves modern but we still earn the traditional way i.e. from one pay cheque to another. We usually...

FY 2014 - 2015 was a great year for mutual funds with equity funds seeing record inflows. Undoubtedly this is very good news for the industry and the equity market. However, if one looks at the big picture...

In the last one year the Nifty rose from 5694 to 6483, a rise of 14%. During the same period S&P 500, the US stock index, rose from 1558 to 1860, a rise of 19%. With the benefit of hindsight, as a rational investor...