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...

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...

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...

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...

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...

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...

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...

Nippon India MF has launched a new fund offer (NFO), Nippon India Nifty 500 Equal Weight Index Fund. As the name suggests, the fund tracks Nifty 500 Equal Weight Index. Nippon India MF as an asset management company (AMC) has deep expertise in passive products. The AMC has more than 30 Exchange...

We are almost in the final month of the current tax assessment year. You can claim deductions of up to Rs 1.50 Lakhs from your taxable income by investing in schemes eligible under Section 80C of Income Tax Act 1961. In order to claim...

Thematic investing is an alternative approach that chooses investments according to a particular issue or sector. Thematic funds are commonly known as sectoral funds, where investment is done in...