Most Popular Saving, Investing & Mutual Fund Articles

We have covered Principal Emerging Bluechip Fund a number of times in our fund reviews. The scheme has been a strong performer over a long investment horizon (5 years plus), but the fund underperformed in 2018 and also in the first half of 2019. We had discussed the reasons for the 2018-19 underperformance of this scheme...

Short term funds, also known as short duration funds, are debt mutual fund schemes which invest in debt and money market instruments such that the Macaulay Duration of the scheme is 1 to 3 years. Macaulay duration is the weighted average of the period the investor should remain invested in the security in...

The influence of global brands on modern life both professional and personal is huge. A decade or two back, brands were usually associated with luxury spending e.g. apparel, accessories, gadgets etc. But now from waking up in the morning to going to bed, most of us are consumers of global brands on a daily basis. The toothpaste you use in...

Money market funds are debt mutual schemes which invest in debt and money market instruments with residual maturities of up to 1 year. Money market funds usually invest in commercial papers (CPs), certificates of deposits (CDs), Treasury Bills, overnight securities (TREPs) etc. They can also invest in debt market...

Banking and PSU Funds are debt mutual fund schemes which invest in debt and money market instruments issued by banks, public sector undertaking (PSU) and public financial institutions (PFI). As per SEBI’s mutual fund classification guidelines, Banking and PSU Funds must invest at least 80% of their...

As per SEBI guidelines, focused equity funds is a category of mutual fund schemes where each scheme is focused on a few stocks – the maximum number of stocks a focused equity fund can invest in is 30. These schemes are less diversified than schemes which invest in a larger number of stocks and thus have higher...

To begin, I wish all our MFD Friends and their families to Stay Healthy and Stay Safe during this current period! This too shall pass over soon & we together shall emerge through this period winningly! Simply put, a CFOof a Company is responsible for managing the financial requirements of a company. Tracking cash flows, financial...

Quantum Mutual Fund has launched the Quantum Nifty 50 ETF Fund of Fund. The scheme will invest in units of Quantum Nifty 50 ETF. Quantum Nifty 50 ETF has more than 14 years of track record. This fund will provide investors, who do not have Demat accounts, the opportunity to invest in...

Principal Large Cap Fund was launched in the month October of 2020. We had reviewed the NFO of this scheme in our post, why invest in Principal Large Cap Fund NFO. Large cap funds must invest at least 80% of their assets in stocks of the 100 largest companies by market capitalization. An interesting feature of this fund is that, it...

Nippon India Asset Allocator Fund of Funds is a fund of funds (FOF) which invests in mutual funds and exchange traded funds of different asset classes. It aims to provide exposure to multiple asset classes e.g. equity, debt, gold etc. The asset allocation framework of the scheme is...