Most Popular Saving, Investing & Mutual Fund Articles

Financial advisors have made a huge contribution to the development of the financial services industry in India and to improving the financial lives of Indian investors. As a society we know the virtues of saving, but among vast sections of...

Over the past twenty years or so, mutual fund systematic investment plans have gained tremendous popularity and have one of the most favored investment choices for retail investors in India. There are a number of advantages in the SIP...

Humans are not a rational being but a rationalizing one", this quote by Leon Festinger points out that the foundation of our existence is our ability to rationalize every action. Why do we rationalize? Because we...

Savvy investors who have been following the equity markets would have surely observed that in the last one year certain industry sectors have outperformed the market. IT and Pharmaceuticals are two such...

The last one year has been very good for mid and small cap funds. Mid and small cap funds have generated significantly superior returns relative to large cap and diversified equity funds categories over the last 1, 3, 5 and even 10 year periods, as can be...

Contra fund are equity mutual fund schemes which follow the contrarian investment style, where you invest in stocks that are currently out of favour in the market. Contrarian fund managers invest in stocks or sectors in which they expect price recovery in the future. Since contrarian investors usually buy...

SBI mutual fund will shortly be in launching a New Fund Offer (NFO) for a multicap equity fund, SBI Multicap Equity Fund. The NFO launches on February 14 and closes on February 28, 2022. Even though multicap funds were very popular, there are currently not that many multicap funds after SEBI made changes in its...

Equity Savings Funds are equity oriented hybrid funds whose risk profiles are more moderate (lower risk) than the traditional balanced funds and yet they enjoy the tax advantage of balanced funds. Balanced Funds allocate at least 65% of their assets...

UTI Flexi Cap Fund has been in existence for over 33 years now. This diversified equity fund, formerly known as UTI Equity Fund, invests across market capitalization segments. The fund has a strong track record of wealth creation and alpha generation. If you had invested Rs 1 lakh in the fund at the time of its...

One of the biggest benefits of SEBI’s Mutual Fund Scheme re-classification initiative is that, investors now have a clearer idea about the market cap composition and risk characteristics of a mutual fund scheme. Large and midcap...