Most Popular Saving, Investing & Mutual Fund Articles

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...

There are concerns and there are more concerns about the fund performance, sector performance, open ended fund performance, close ended fund performance of Mutual Funds. In all this, what we...

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...

Growing up is a lot of fun when you’re young but it doesn’t seem so wonderful when you are an adult with responsibilities! You start working and earning an income in your early 20s, and you become responsible for running your home. A few years later...

Yesterday we did a similar article From one market peak to another: How your SIPs are doing requested by some of our advisor friends. In the last article we covered SIP returns of some popular open ended schemes across...

Consumption is one of the most attractive themes for equity investors in India. What makes the consumption theme very attractive for long term investors is that, it is both cyclical and defensive. The cyclical aspect of consumption enables...

Nippon India Mutual Fund has launched a new fund offer, Nippon India Innovation Fund. Nippon India Innovation Fund is a thematic equity fund. The NFO has opened for subscription on 9^th August and will close on 23^th August 2023. The minimum application amount is Rs 500. Investing in Innovation theme, which...

HDFC Small Cap Fund has an illustrious history. The fund was launched in April 2008 as a Multi-cap fund, Morgan Stanley A.C.E. Fund under Morgan Stanley India AMC. In 2013, when HDFC AMC acquired Morgan Stanley India AMC, the fund's name change was changed to HDFC Mid and Small Cap fund. Then in 2016, the...

In the past few years I was always the happy-go-lucky kind of guy. Having being educated from a good institute, I got a job easily and was doing well for myself. Then marriage happened and I learned what responsibility is. Family planning was the...

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...