Most Popular Saving, Investing & Mutual Fund Articles

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...

The Reliance CPSE ETF was over-subscribed 4 times first day. As per a Business Today report, the anchor investors put in Rs 6,000 versus Rs 1,500 crores reserved for them. For the benefit of our readers, anchor investors are institutional investors who...

In our previous article, Elections results and equity market, we had discussed how equity markets performed after each election and during the terms of the respective governments. We had seen that the impact...

Equity savings funds are hybrid mutual fund schemes which have minimum gross equity exposure 65% and minimum 10% exposure in debt. Equity savings funds can hedge their equity exposure to reduce their net equity risks. Arbitrage is defined as risk free profit, by exploiting pricing mismatches...

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...

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...

We have often heard that recent performance of a mutual fund is not always a good indicator of future performance. Yet some financial advisers cite last one year returns when selling mutual funds. In this article...

Over the past few years, rising consumption demand and private sector capex spending in India have been two most popular investment themes among both foreign institutional investors and domestic fund managers. While we may have...

Indiabulls Bluechip Fund has beaten the CRISIL – AMFI Large Cap Index in financial year 2017 – 18. In our March blog (refer to our post, Why large cap equity mutual funds will always be a flavor for investing), we had mentioned that...

About one year back, I read a funny article in article written by Morgan Housel in the popular US investment journal The Motley Fool. It was about excessive use of certain jargons by investment experts and financial...