Most Popular Saving, Investing & Mutual Fund Articles

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...

We have reviewed Principal Emerging Bluechip Fund a couple of times in the last one year. You can refer to our posts, Principal Emerging Bluechip Fund: One of the best large and midcap funds (published on 29^th August 2018) and Principal...

Investment awareness in India has improved over the past few years, but I am still surprised that many people instinctively associate equities with share trading. This association shapes the risk perception of people towards equity as an asset...

Contrarian investing is an investment style where the investor goes against the market trend. The market is simply the collection of all investors and the market trend reflects the collective wisdom of the majority of investors. Contrarian investment involves doing the opposite of what the majority of investors are...

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...

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...

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...

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...

The UTI Innovation Fund was launched in October 2023 and has completed a little over 2 years. The fund follows an investment strategy based on Innovation, Growth and Quality. Innovation as an investment theme has the potential to outperform the broad market. In the last 10 years NASDAQ 100 (which comprises of companies high on...

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...