Latest Saving, Investing & Mutual Fund Articles

Motilal Oswal Flexicap Fund is one of the Top 5 flexicap funds. In the last 1 year, the Fund gave 53.52% return outperforming its benchmark index Nifty 500 TRI (39.26% return) by a wide margin (source: Advisorkhoj Research, as on 30th April 2024). Motilal Oswal Flexicap Fund has a decade of track record, celebrating its 10th...

After closing 2023 at record high, the equity market has been volatile in 2024. Among other factors, valuation is a source of concern for investors. In February SEBI issued an advisory about froth building up in valuations of midcap and small cap stocks. Volatility was seen both in Nifty 50 as well as the...

High volatility has rocked the market over the past few weeks. While the long term outlook for Indian equities remains strong, investors should be prepared for volatility in the short term. Asset allocation can provide stability to your investment portfolio in uncertain market conditions. The strong rally in 2023 had taken the...

SBI Mutual Fund is launching a new fund offer, SBI Automotive Opportunities Fund, an open-ended equity scheme following automotive & allied businesses activities theme. The NFO will open for subscription on 17th May 2024 and close on 31st May 2024. In this article we will review this NFO. Financial advisors...

2023 was a very strong year for equity markets but there were concerns about valuations going into 2024. In February, the market regulator, SEBI issued an advisory on froth building up in midcap and small cap stocks, following which we saw some correction in these stocks. We are now in the middle of the Lok Sabha...

LIC MF launched their multicap fund in October 2022. The fund has 26.37% CAGR return since inception (as on 30th April 2024). Though one and half year track record is too short a performance period to do comprehensive review of an equity mutual fund scheme’s performance, the performance of LIC MF Multicap Fund in...

Bajaj Finserv MF is launching a new fund, Bajaj Finserv Multi Asset Allocation Fund. This is a hybrid fund which will invest across multiple asset classes e.g. equity, fixed income (debt), commodities (e.g. gold, silver) and other asset classes (e.g. REITs, InvITs). The NFO will open for subscription on 13th May 2024 and close...

If you had invested Rs 50 lakhs in 360 ONE Multicap PMS at its inception around 10 years back, the value of your investment would have multiplied to around Rs 4.2 crores (as on 28th March 2024). The scheme invests in a diversified portfolio of stocks across all three market cap segments i.e. large cap, midcap and small cap. The...

LIC MF Large Cap Fund is one of the oldest mutual fund schemes with track record of nearly 30 years. It is also a proven wealth creator. If you started a monthly SIP of Rs 10,000 in the fund 20 years back, the market value of your investment would have grown to Rs 83.55 lakhs (as on 31st March 2024) with a cumulative...

The start of the new financial year is a good time to review your goals and find out if your financial journey aligned to those goals is on track. Revisiting your goals annually keeps your investment on track and allows actions to be taken for discrepancies that might have cropped up during the course of the past...