Most Popular Saving, Investing & Mutual Fund Articles

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...

In the previous part of this post, Technology is reshaping our world: Financial advisors should embrace technology: Part 1, we discussed how technology is re-shaping the financial services landscape. Michael Porter of Harvard Business...

The equity market has been very volatile in the last two months, with the Nifty falling 1,000 points from its all-time high. Midcap and small cap stocks have been underperforming for more than a year now. Nifty Midcap 100 Index has fallen...

In our post, Importance of Financial Planning, we discussed how financial planning can help you meet your short term, medium term and long term financial goals. While you can engage a professional financial planner or advisor to prepare your...

While investing in Mutual Funds, you go through fund reviews, watch funds performance, track historical performance, find out what experts have to say and based on that decide if you wish to buy the fund. In short, buying a fund is no...

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...

Small cap funds have been in a rage among retail investors this year. In each of the months of the first quarter of this financial (FY 2023-24), small cap funds attracted the largest net inflows among all actively managed equity mutual fund categories. In April, May and June, small cap funds got net inflows Rs...

A term which made sense to me when I saw its importance exemplified in front of my eyes. Up until that experience, I felt it was something that the friendly uncle, who turned out to be our family agent,visiting our house touted about. For me, life insurance...

Mirae Asset Large and Midcap Fund is one of the most popular diversified equity funds among retail investors. The fund has the highest asset under management (AUM) in the large and midcap funds category. According to SEBI’s mandate, large and midcap funds must invest minimum 35% of their assets in large cap...

Mr. Kartik Mahadevan is a salaried individual holding a senior position in a telecom company. He is always hard pressed for time and has been postponing his own financial planning to a future date. On...