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In the last 3 years, SBI Magnum Equity Fund has given around 18% annualized returns versus 12% annualized Nifty returns. This large cap fund underperformed slightly in 2013 but bounced back strongly in 2014 and has been in the top 2 performance...

Some of our readers may be familiar with the 20 – 40 – 30 stages of life rule. We are students for the first 20 years of our life, work for the next 40 years and then lead retired lives for another 30 years. This implies that, we are...

In this series of posts, we are discussing terms that are commonly used in mutual funds. Many of you may have been familiar with these terms, but a better understanding of these terms will help you become a better investor. In our post...

British economist, John Maynard Keynes, is perhaps the most influential economist since the birth of economics as a separate social science discipline in the late 1700s. His definitive economic treatise, The General Theory of...

India is still largely a patriarchal society and financial decisions in families are almost an exclusive domain for men only. Percentage of women in the Indian workforce is only 27%; taking care of the family is seen as the main responsibility...

In our post, Did you know the basics of Mutual Fund investing, we explained some commonly used terms that investors come across, when investing in mutual funds. In this blog post, we will explain some common terms associated with one of...

After the last monetary policy announcement by the RBI in February, I read several articles and news reports where the financial experts were asking investors to avoid long term debt funds. Strangely enough, just 3 - 4 months back...

In this series of posts we will explain various terms that you come across in mutual fund literature, be it research sites, factsheets, financial blogs, journals and newspaper reports. I have seen that, many retail investors have a superficial...

As you know investments in equity or equity oriented mutual funds are suitable to investors with moderately high to high risk profile. Within the equity funds categories, mid & small cap funds and sectoral funds have the highest risk. However, if you can...

There is a lot of material online, including on our website, discussing the merits and demerits of investing in large cap versus small and midcap stocks / mutual funds. Most blogs and articles that I have come across club small...