Most Popular Saving, Investing & Mutual Fund Articles

On the close of trading session on Friday the market closed at historical highs on positive global cues. The Sensex and Nifty closed at 27,866 and 8,322 respectively. In the last 12 months the Nifty has given a return...

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...

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...

Blue chip stocks are very large corporations with strong nationwide or even global reputations. Based on market capitalization, they are the largest of the large cap stocks. A blue chip fund invests primarily in blue chip stocks. As per SEBI’s categorization of mutual fund schemes, blue chip funds are large cap funds...

For those in your thirties, this is an important stage of your life. Gone are the carefree days of the twenties. Most likely, now you have a family and your responsibilities are increasing. With increasing responsibilities...

When one talks about investments especially equity with a long-term horizon, it does not mean that once the investment is done the investor should forget about it for the next few years. Though it is the fund manager’s job to make sure that...

Value funds are equity mutual fund schemes which follow value style of investing. The essential feature of value style is investing in stocks which are trading at a considerable discount to the fair value (intrinsic value). Fund managers buy and hold these stocks for a long period of time to capture the valuation upside i.e. when the valuation of the...

I came across this chart over the internet which suggests that instances of negative returns decreases with increase in Mutual Fund SIP tenure. This led me to another question. What would this chart look like if we change the criteria from 0% returns, as implied above, to a minimum of 14% returns that is generally expected by...

For many investors tax saving is usually a once in year investment exercise to save up to Rs 46,350 in taxes under Section 80C of Income Tax Act. However, tax saving investments can also help you meet your long term financial...

Mutual funds are wonderful investment options for meeting a variety of financial goals. However, a common problem which retail investors often face is the problem of too many choices. One of main...