Most Popular Saving, Investing & Mutual Fund Articles

Quant investing is becoming increasingly popular globally, especially in developed markets. It is also gaining traction in India, especially in the PMS space. However, retail investors can benefit from quant investing through quant funds, which are thematic equity mutual fund schemes using quantitative investment strategies...

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...

Aditya Birla Sun Life Frontline Equity Fund has completed more than 20 years since its launch. Over this period the equity market went through several cycles of bull and bear markets, but this large cap fund created substantial wealth for investors (see the chart below). If you had invested Rs 10,000 in Aditya...

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...

ICICI Prudential Asset Management Company has launched a 10 year close ended ELSS new funds offer (NFO), ICICI Prudential Long Term Wealth Enhancement Fund. The NFO opened on December 22, 2017 and will close on March 21, 2018...

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...

The severe economic shock caused by COVID-19 triggered lockdown has stocks around the world in a meltdown. Though Nifty-50 has recovered 20% from the March 2020 lows, it is still down almost 25% on a year to date basis. With infections and fatalities rising in India and the roadmap to normalcy uncertain, stock specific risks can...

Section 80C of Income Tax Act allows tax payers to claim deductions from their taxable income by investing in certain instruments. The investment limit eligible for tax deduction in Section 80C has been increased to र 150,000 from...

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...