mutual funds Articles

ICICI Prudential Multicap Fund was launched nearly 23 years back. If you invested Rs 10,000 in the scheme when it was launched, then its investment value now would be around Rs 2.62 lakhs. The performance of this scheme in the last 5 years has been...

The importance of rural India in the political and economic context of our country can never be overstated. The rural economy has always been a priority area for governments both in the centre and in the states since our independence. A good...

Some investors may think that, since mutual funds invest in stocks, they are better off investing in stocks directly through a broker instead of investing in mutual funds. Some people cite fund expense ratios and lack of control over the investments as key...

ICICI Prudential Banking and PSU debt fund has been a strong performer in the short term debt funds category over the last few years. In the last one year this short term debt mutual fund schemegave 9.7% return, which was much higher than bank...

Banking sector mutual funds have performed very strongly in the last one year or so, after underperforming in 2015. In the last one year banking sector mutual funds have given average returns of 27.5%. On a 2017 year to date basis, banking sector funds...

Regular Advisorkhoj blog readers know that, we give a lot of importance to mutual fund performance consistency. We have also developed a research tool, where our readers can see the top most consistent mutual funds in various product categories (please...

Domestic consumption is one of the most important themes of the India Growth Story. Young population and high proportion of working population are the structural demand drivers that distinguish us from other large emerging markets, as far as consumption...

Personal finance bloggers often give hypothetical examples of wealth creation to demonstrate the power of compounding in equity. Here is a real example -If you had invested Rs 1 lakh in Birla Sun Life Tax Relief 96 Fund at its inception around twenty...

Balanced Funds are hybrid equity oriented mutual funds. Minimum equity allocation in these funds is 65% and the rest in debt instruments. Being an equity oriented mutual fund, Balanced Funds enjoy equity taxation. Apart from the long term capital gains...

Balanced funds have at least 65% asset allocation in equity or equity related securities and the remaining portion in fixed income securities. Fixed income (or debt) as an asset class is subject to less price volatility relative to equity and therefore...