Most Popular Saving, Investing & Mutual Fund Articles

The equity market is prone to fluctuate between highs and lows. In the long run above 3 years, the troughs in equity performance have historically always been followed by a correction and then rising markets. These points in the downward markets are where valuations are attractive...

Every country exports and imports for its survival. As long as this equation of imports versus exports is balanced, it is good for the nation but when imports become more than exports, the value of the currency...

We have stated a number of times in our blog that you can put the idle money in your savings bank account to productive use by investing it in overnight, liquid and ultra-short duration funds. All three debt mutual fund categories invest primarily in money market instruments, but there are differences...

According to SEBI guidelines, the top 100 stocks by market capitalization in India are known as Large Cap stocks. The market capitalization of Large Cap companies lies between Rs 690 bn to Rs 18 trillion. (AMFI data as on 31st December 2023). The core sectors like petroleum products, oil and gas, coal, power, cement steel...

Domestic consumption is one of the most important themes of the India Growth Story. India enjoys a demographic advantage as far as this theme is concerned. We have a young population; the average age is just 29 years (Source: Ministry of External Affairs). As per National Family Health Survey 2021, 88% of the population is...

Large and Midcap market segment refers to the top 250 companies by market capitalization. The top 100 companies by market capitalization are large cap companies, while the next 150 companies are classified as midcaps. Mutual...

Midcap and Small Cap equity mutual funds had a dream run from 2014 to 2017. During this period the Nifty Midcap 100 and Nifty Small Cap 100 indices grew at a CAGR of 28% each. Midcap and small cap mutual funds were able to give...

AssetPlus, a leading fintech platform for Mutual Fund Distributors (MFDs) in India, is celebrating a phenomenal milestone – surpassing 10,000+ empaneled partners! This achievement signifies AssetPlus's unwavering commitment to empowering MFDs and their clients in the ever-evolving wealth management landscape...

As per SEBI’s directive, medium duration debt funds invest in debt and money market instruments such that the Macaulay Duration of the scheme portfolio is between 3 years to 4 years. Regular Advisorkhoj readers know that prices of debt securities have an inverse relationship with interest rate movement. When interest rate goes...

According to SEBI mandate, Aggressive Hybrid Funds invest 65-80% of their funds in equity and equity related instruments while the remaining 20- 35% is invested in debt and money market instruments. This ensures long term capital appreciation due to the equity exposure coupled with downside protection offered by...