The primary objective of investing in equity funds is capital appreciation over a sufficiently long investment horizon. However, different investors have different financial needs. Some investors want income from their investments, at the same time they...Read More
If you had invested Rs. 1 lac ICICI Prudential Value Discovery Fund NFO 11 years ago, the value of your investment on December 4 2015 would be Rs. 11 lacs. This implies the fund has given 11 times returns in the last 11 years. Very few...Read More
An investor who put Rs 1 lakh in Reliance Growth Fund in its NFO in October 1995 would now be sitting on more than Rs 1 Crore. The phenomenal wealth creation story of Reliance Growth Fund over the years is known to many mutual fund investors and...Read More
The perpetual question that investors are faced with is: Debt or Equities. As an investor should one opt for the volatility and to get high returns of equities? Or one should seek safety in debts while gathering moderate returns? While it is agreed...Read More
A vast majority of risk averse investors prefer bank fixed deposits to debt mutual fund schemes. Perception of risk and lack of financial awareness are the contributing factors. For investors who are willing to sacrifice...Read More
There are many investment options that plague an investor. Wealth management keeps getting increasingly cumbersome with a wide array of investment products. It is at these times that your advisor would probably suggest allocating...Read More
Over the past few months, we have seen headlines like "2 times return in 3 years" from some equity mutual funds. While the performance of these fund managers should certainly be lauded, one must also remember...Read More
This month we are focusing on thematic mutual funds. We have covered top performing banking and infrastructure funds. In this article, we will review Sundaram Rural India Fund, a thematic fund focused on the rural development in...Read More
Most of us keep our money lying in savings bank if we plan to use them in short term (less than 12 months) and park it in fixed deposits if we do not plan to use it in the short term (more than 12 months). We have discussed in our blogs that...Read More
Debt mutual funds offer a large variety of products that cater to a wide spectrum of investment needs, risk profiles and interest rate scenarios. While bank fixed deposit is almost an automatic choice for most retail investors as far as short...Read More