High volatility has rocked the market over the past few weeks. While the long term outlook for Indian equities remains strong, investors should be prepared for volatility in the short term. Asset allocation can provide stability to your investment portfolio in uncertain market conditions. The strong rally in 2023 had taken the...Read More
While small and midcap equity mutual funds generally tend to outperform large cap funds over a long investment horizon, the Reliance Small Cap fund has been an exceptionally strong performer in the small and midcap funds category and is clearly...Read More
There are a few multi-cap funds which have stood the test of time and have given stellar returns over a long time period that included multiple market cycles (both bull and bear markets). Aditya Birla Sun Life Advantage Fund recently completed...Read More
An asset allocation fund invests in a fixed or dynamic mix of three main asset classes, equity, debt and cash equivalents. In a fixed asset allocation fund, the asset allocation percentages of equity, debt and cash equivalents are fixed. The fund manager...Read More
Last year I was speaking with a life insurance advisor. Among other things, I urged him to recommend only term life insurance plans to his clients. Term plans are straightforward protection plans and are in the best interest of the insurance buyer...Read More
What does your life insurance policy depend on? It is common knowledge that the premium depends on four factors. Age, Sum Assured, Term of the policy, Type of plan (e.g. term, endowment, money back etc)...Read More
Top performing mutual funds have outperformed their Unit Linked Insurance Plan (ULIP) counterparts over a three year investment horizon. Top performing large cap oriented diversified equity mutual funds...Read More
Mutual fund investors in India have a large number of options to choose from. There are hundreds of schemes from a large number of fund houses across a variety of categories, which makes it a difficult task for...Read More
So the next time someone tells you "looks are deceiving", "all that glisters is not gold", "it is not what it looks like", do not dismiss it as a cliche All that is a cliche stems from the truth. Even though we often dismiss...Read More
In our previous article, BSE sector performance and pointers for future outperformance: Part 1, we had looked at the performance of six sector indices in BSE and some indicators for future outperformance. We should...Read More