Most Popular Saving, Investing & Mutual Fund Articles

A contemporary trend that has captured popular imagination, irrespective of age, is travelling. Social media is flooded with accounts of various places to travels, bloggers have been writing about their travelling experiences, and once in a while we even...

10,000 crore AUM is an important landmark for equity mutual fund schemes and Mirae Asset India Equity Fund has recently crossed this landmark. Popularity of this fund among Indian mutual fund investors comes on back of strong performance...

In a previous article, we discussed that consistent performance should be one of the most important mutual fund selection criteria. Consistent performers aim to outperform the market and generate...

ICICI Prudential Focused Bluechip Equity Fund has delivered outstanding risk adjusted performance relative to its peer set, ever since its launch in 2008. Even in the last one year, when equity market conditions have been difficult, ICICI Prudential...

Whole Life plan provides life insurance cover for the entire life of a person or 100 years, which is less. Unlike fixed term plans or endowment policies, whole life insurance policies provide financial security throughout...

Equity mutual funds have on an average done extremely well in the last 3 years. Equity funds belonging to the large cap category have given average trailing annualized 3 years returns of 18.2%. The top performer...

After a prolonged period of volatility, the Nifty has stabilized and is consolidating near the all time highs. Even the broader market has shown solid signs of recovery, with Nifty Midcap 100 trading nearly 15% higher than its all time low. While historical data shows that equity is the best performing asset...

Performance consistency in mutual funds, in our view, is one of the most important attributes of superior long term returns and wealth creation for investors. Consistent performers may not always be the best performer in a particular year, but...

Different asset classes have different risk / return characteristics and give different returns in different market conditions. The chart below shows calendar year returns of different asset classes over the last 10 years; BSE 100 TRI is used as the proxy for equity, CRISIL Short term Bond Fund Index for debt and MCX Gold futures for Gold...

As part of SEBI’s directive on mutual fund scheme rationalization and re-classification, some new scheme categories have been created to help investors understand the investment characteristics of different mutual fund schemes...