Most Popular Saving, Investing & Mutual Fund Articles

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...

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...

Mutual fund Equity Linked Savings Schemes (ELSS) is the best tax saving investment option under Section 80C of income tax. You can claim up to Rs 1.5 Lakhs of deduction from your gross taxable income by investing an equal amount...

Arbitrage funds have been in focus in recent times. In the last 3 years, the yield gap between arbitrage funds and savings bank account have widened. Furthermore, the yield / return gap between arbitrage funds and liquid funds have narrowed (see the chart below). On a post-tax basis, arbitrage funds enjoy the advantage...

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...

It was a Tuesday afternoon, around two years ago, when Priya Nath (name changed) met us for the first time. Priya was a thirty four year old single mother of an eight year old daughter, Aditi (name changed)...

Retirement is something which is a looming eventuality for every middle-aged individual. While in the young adult stage of our lives, wearebusy planning for our children’s stable future and acquiring assets, the middle ages is the stage when...

Mirae Asset Large Cap Fund has recently completed 15 years. If you invested Rs 1 lakh in Mirae Asset Large Cap Fund at the time of its NFO, your investment would have grown to Rs 7.75 lakhs (as on 1^st April 2023). The chart below shows how your investment would have grown over the last 15 years despite many...

Sundaram Midcap Fund is a phenomenal long term wealth creation story. If you invested Rs 1 lakh in the scheme at the time of its launch in 2002, the value of your investment as on 23^rd June 2023 would have been over Rs 80 lakhs. In other words, Sundaram Midcap Fund would have multiplied your investment by more than 80 times...

Franklin Templeton MF has launched a new diversified equity fund, Franklin India Multi Cap Fund. The New Fund Offer opened for subscription on 8th July and will close on 22nd July 2024. This open ended equity mutual fund scheme will invest in all three market cap segments, large cap, midcap and small cap, with minimum...