Most Popular Saving, Investing & Mutual Fund Articles

If you have been investing in equity markets for a long time, both directly in equity shares of companies and through mutual funds, take a look at your portfolio of stocks and mutual fund schemes and ask yourself the question, which portfolio has given...

The very word "social" brings to one’s mind the web of societal relations that comprises our society. The word "media" brings to one’s mind the medium through which we can reach out to the masses. Hence, the...

Good housekeeping is one area that could bring immense value to the investor. The number of financial products held by an investor these days is getting unwieldy. Documentation, preservation, operational...

In our previous article, we had discussed the buzzing large cap and diversified equity funds. In the last 6 months large cap and diversified equity funds categories have given average returns of 26 – 30%...

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...

Planning is essential for achieving our dreams and aspirations. Aspirations are dynamic and keep changing over different stages of life. As students, academic excellence, for some, professional qualification and finally getting the dream job...

With banks reducing FD interest rates, we are seeing investor interest in debt mutual funds over the last few months. However, many investors are concerned about credit risks affecting debt funds. With the economy contracting and company revenues severely hit in the wake of COVID-19 pandemic credit risk concerns are likely to...

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...

Retail investors in India have traditionally favoured Bank Fixed Deposits and Government Small Savings Schemes for their fixed income investments. However, fixed deposit interest rates have generally been declining over the years (see the chart below). Nominal interest rates are directly related to inflation. As...

Let me start by wishing all our dear readers a very happy and prosperous 2016. On behalf of the entire Advisorkhoj.com team, I want to thank our readers for their strong support and engagement over the past year and we will endeavour to further...