Most Popular Saving, Investing & Mutual Fund Articles

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...

When it comes to ice-creams, plain vanilla is the most basic flavor up on which other ice-cream variants are developed. So, whether you buy an ice-cream sundae or a banana split, vanilla forms anessential part of the combinations. Similarly, when...

There are times when life falls apart. Nothing goes as per plans. The known becomes the unknown and you become a stranger to yourself. We all have gone through this phase at one point of our lives. When we...

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...

We have stated a number of times in our blog that your fund selection should always be based on your investment goals and risk appetite, not on stock market conditions. The stock market moves up and down, but your financial goals...

Regular Advisorkhoj readers know that we give a lot of importance to performance consistency when evaluating mutual fund scheme. Performance consistency across mixed market conditions is particularly important for focused equity funds which invest in relatively small number (less than 30 stocks) of high...

The equity market is passing through a very challenging environment this year. High inflation, rising interest rates, tightening liquidity, weakening Chinese economy and currency and the War in Ukraine have created significant headwinds for equity as an asset class. Heavy FII selling of Indian equities have...

The outbreak of COVID-19 pandemic has caused great turmoil in equity markets all over the world including India. The lockdown announced by the Government in late March and gradual reopening of the economy in the face of continuing rise in COVID infections is likely to have an adverse impact on economic growth and corporate earnings. As a...

Edelweiss Mutual Fund has launched a new fund Edelweiss Small Cap Fund. The NFO opened for subscription on January 18 and will close on February 1, 2019. The last one year has been very difficult for small cap stocks with the Nifty Small...

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...