Latest Saving, Investing & Mutual Fund Articles

I was recently reading an academic paper on persistence of mutual fund performance published in a well known finance journal in the US. The research conclusion of the authors of the paper was that, performance...

I have said a number of times in my blog that, the world of investments has many nuances and our endeavour in Advisorkhoj is to make investors aware of these nuances. We often see financial advisors and media influencers making sweeping...

In our Demystifying Derivatives blog series, we have explained the basics of how futures and options (F&O) work. We have also discussed the risks in derivatives trading and margin requirements. In my interactions with retail...

Thematic and sector funds are considered to be more risky than diversified equity funds, but in certain periods of times these funds can provide a booster to your portfolio returns. For example, in the last one year, banking and financial...

Credit Opportunities Funds, also known as corporate bond funds, invest in corporate bonds with aim of giving higher returns to investors by capturing credit spreads of lower rated bonds. Credit Opportunities Funds...

The Federal Open Market Committee (FOMC), a branch of the US Federal Reserve Board that decides US monetary policy, meets eight times every year at intervals of 5 to 8 weeks. Investors in capital markets all over the world, including...

SBI Magnum Monthly Income Plan balances the need for capital safety with inflation beating returns. The fund achieves the balance by investing around 85% of its portfolio corpus in debt and money market, and around 15% in equity market. The fund has...

An asset allocation fund invests in a fixed or dynamic mix of three main asset classes, equity, debt and cash equivalents. In a fixed asset allocation fund, the asset allocation percentages of equity, debt and cash equivalents are fixed. The fund manager...

Investors often have high expectations when investing in stocks or equity mutual funds. Since equity markets are volatile in nature, there are periods of time when your investments are not able to live up to your expectations. When the gap...

We have discussed the importance of asset allocation a number of times in our blog. Asset allocation ensures that you invest in the right asset class to meet your financial goals. It ensures that, you take the right amount of risk; too...