mutual funds Articles

While the performance of equity funds last year had been in general, lackadaisical, the performance of the small and midcap funds category has been particularly tepid. The average return of small and midcap...

The Kotak Select Focus fund has delivered superior returns compared to the category of diversified equity funds and the S&P BSE 100 index, over the last one, two and three years’ time periods. The fund adopts an active...

There are plenty of reasons to be optimistic about Indian equities. The Lok Sabha election has given an historic verdict. For the first time since 1984, a single party has an absolute majority in the Parliament. This...

With the new NDA government coming to power, many investment experts believe that, India is on the threshold of a long term secular bull market. While it is certainly easier to make money in bull markets, it is also...

Mutual funds with high dividend income have their own appeal for a certain set of investors, especially those looking for regular income from their investments. These funds are suitable for investors with moderate...

In our previous article, Elections results and equity market, we had discussed how equity markets performed after each election and during the terms of the respective governments. We had seen that the impact...

Yesterday we did a similar article From one market peak to another: How your SIPs are doing requested by some of our advisor friends. In the last article we covered SIP returns of some popular open ended schemes across...

Many of our advisor friends requested us to do this article just because the markets have been scaling new highs almost daily during the last 7 – 10 days. The Sensex closed at 23871.23 after hitting the all time...

Savvy investors who have been following the equity markets would have surely observed that certain industry sectors outperform the market over certain market cycles. Over the last 3 years, the IT sector has...

In our previous articles in this series, we had discussed how Systematic Investment Plans (SIPs) in equity mutual funds (large cap, diversified equity, small & midcap and ELSS) have created wealth for the...