Most Popular Saving, Investing & Mutual Fund Articles

In the previous two articles in our life insurance series, we had discussed how to determine how much life insurance cover you need and how to choose a life insurance provider based on various metrics. Each of...

The Kotak Opportunities fund has a solid long term track record of outperformance compared to the category of large cap equity funds and the S&P BSE 100 index. The fund, which will complete 10 years...

Mr. Sharma’s family was left bereaved when Mr. Sharma lost his life in a fatal accident. The emotional loss incurred was unsurmountable but the family was tension-free when it came to the underlying financial loss. Mr. Sharma was the sole bread-winner of the...

While the performance of equity funds last year had been in general, lackadaisical, the performance of the small and midcap funds category has been particularly tepid. The average return of small and midcap...

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...

Systematic Investment Plans in our Mutual Fund Industry have become a product by itself. The industry has recorded the highest Gross SIP Inflows of INR 14,276 in March 2023, with overall inflows at INR 1,55,972 in FY 2022-23 and SIP Assets Under Management at INR 6,83,296 as on March 2023. The total...

Global equity markets turned volatile in 2022, due to high inflation, interest rate hikes by the central banks and the War in Ukraine. Most markets around the world went into the bear territory. The S&P 500 was down nearly 20%, NASDAQ down 33%, Hang Seng (Hong Kong) down 15%, DAX (Germany) down 12% and the Nikkei (Japan)...

You can choose to add some extra benefits to your basic life insurance cover in your insurance policy, by paying additional premium. These additional benefits are called insurance riders. Generally the extra...

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...

Thematic investing is an alternative approach that chooses investments according to a particular issue or sector. Thematic funds are commonly known as sectoral funds, where investment is done in...