The 20s are the most exciting decade of your life, but it helps if they are tinged with responsible fiscal behaviour. Most people who are about to graduate from college can barely contain their excitement. They are in the first years of the swinging...Read More
Small and midcap funds category has outperformed large cap and diversified equity funds categories in the last one year (please refer to our article Small and Midcap funds are now outperforming large cap funds)...Read More
The true meaning of the word Life Insurance made sense to me when my neighbour Raghu suddenly expired one morning. Raghu met with a sudden heart attack and declared dead on arrival at hospital. His family had no clues as to what to do in a...Read More
Balanced funds are ideal investment options for first time mutual fund investors. In equity markets there will always be periods when volatility will be very high. Depending on our investing temperament, some investors find high volatility very stressful...Read More
How do you know if your mutual funds are performing well? We have investment objectives in our financial plans. Implicit in our plan are expectations on investment returns. Your equity fund may...Read More
In our post from last year, Top Liquid Mutual Funds: Better options than savings bank for parking your surplus cash, we had discussed why liquid funds are much better savings options compared to your savings bank account for parking short term...Read More
If you had invested Rs 1 lakh in Nippon India Growth Fund in its NFO in October 1995, your money would have multiplied to more than Rs 2.2 crores. Nippon India Growth Fund is undoubtedly one of the biggest wealth creators for mutual fund investors over the last 25 years or so. The phenomenal wealth creation...Read More
Most mutual fund houses usually publish monthly reports, also known as factsheet that contain critical information for each scheme. The fact sheet contain the scheme objectives, important information related...Read More
Balanced funds have at least 65% asset allocation in equity or equity related securities and the remaining portion in fixed income securities. Fixed income (or debt) as an asset class is subject to less price volatility relative to equity and therefore...Read More
The Kotak Select Focus fund has delivered superior returns compared to the category of diversified equity funds and the S&P BSE 100 index, over the last one, two and three years’ time periods. The fund adopts an active...Read More