Most Popular Saving, Investing & Mutual Fund Articles

Small caps have outperformed ever since the market started recovering after the COVID-19 crash in 2020. Small caps outperformed in CY 2020 and 2021, but they underperformed in CY 2022. The 2022 correction made small caps attractive, and they bounced back strongly in 2023. Small cap funds saw a huge...

Life Insurance, in all its manifestations, seems a technical concept to many of us and thus we choose to overlook the nitty - grittiness of an insurance plan even when we are investing in the same. Call it the lack of awareness or the technical jargon used in the...

Quantum Mutual Fund has launched a small cap equity scheme, Quantum Small Cap Fund. The New Fund Offer has opened for subscription on 26 October 2023. The NFO will close on 27 October 2023. Small cap has been the best performing segment of the equity market in 2023; Nifty Small Cap 250 TRI has given...

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...

Of late, Arbitrage funds have been gaining popularity amongst investors this year. As per AMFI November data, arbitrage funds received the highest monthly inflows (Rs 9,404 crores in November 2023) among all mutual fund categories. Arbitrage funds are low risk investment options for parking your short-term...

Life Insurance – an instrument which is favored by some due to the inherent tax benefits while others endorse the importance of having a life insurance cover. Though life insurance companies and also the regulatory body IRDA (Insurance Regulatory...

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...

We have discussed a number of times in our blogs that asset allocation is one of the most important aspects of financial planning and investing. Asset allocation is the most significant attribution factor of your overall portfolio returns; selection of...

Through this below note and example, we are attempting to simplify the understanding. Hence, we have taken only actively managed equity funds as an example & as it also forms a bulk of the industry AUM today. (The article does not include any information on ETF, FOF & Index Funds & its proposals, if any). Now, will this really...

More often than not, I am faced with questions from prospective clients like “Can you suggest a good plan for our child?”, “Would this insurance plan be good for our child?” and so on. This makes me ponder as to...