Most Popular Saving, Investing & Mutual Fund Articles

A few months back I attended a dinner party at an ex-colleague’s place in Gurgaon. One of the invitees to the party was a chartered accountant cum financial planner, who runs a very successful tax and financial advisory practice in the National Capital...

Underestimating insurance requirement: Many life insurance buyers choose their insurance covers or sum assured, based on the plans their insurance agents want to sell and how much premium...

Nippon India Mutual Fund has launched Nippon India Silver ETF and Nippon India Silver ETF FOF. The fund of funds (FOF) will invest in units of Nippon India Silver ETF. While gold Exchange Traded Funds (ETFs) have been around in India for some, silver ETFs are very new. Nippon India Silver ETF is one of only 3 silver ETFs announced so...

Principal Tax Savings Fund is one of the best performing equity linked savings schemes (ELSS) in the last 5 years. Section 80C of Income Tax Act 1961 allows tax payers to claim deduction of up to Rs 1.5 Lakhs by investing in mutual fund...

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...

Indian equity markets are rallying. The Nifty closed at an all time high of 7,796 on July 23. In the last 6 months Nifty gained 22.9%, while the Sensex gained 22.3%. Even the broader markets have performed very...

Though index funds have experienced huge growth in assets under management (AUM) over the last few years, there is relatively less awareness about factor based index funds or smart beta index funds. Factor indices are constructed based on quantitative, rule based investment strategies based on factors which...

There are several reasons to bullish about equity markets this Diwali. Post the state elections in Maharashtra and Haryana, the Government has announced some key policy measures. The long overdue diesel...

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...

According to SEBI mandate, Aggressive Hybrid Funds invest 65-80% of their funds in equity and equity related instruments while the remaining 20- 35% is invested in debt and money market instruments. This ensures long term capital appreciation due to the equity exposure coupled with downside protection offered by...