Latest Saving, Investing & Mutual Fund Articles

If you invested Rs 10 lakhs in Canara Robeco Emerging Equities Fund at its New Funds Offer (NFO) in March 2005, your investment would have multiplied 18 times to nearly Rs 1.8 crores (as of 21st August 2023). The CAGR of Canara Robeco Emerging Equities Fund since inception is 16.9%. The chart below shows...

Passive investing has taken off in a big way in India since the outbreak of the COVID-19 pandemic. As per AMFI data, in the last four years ending 31st July, 2023, passive assets under management (AUM) grew by nearly five times (5X) at a compounded annual growth rate (CAGR) of nearly 49% (source: AMFI July 2023...

Aditya Birla Sun Life Frontline Equity Fund has completed more than 20 years since its launch. Over this period the equity market went through several cycles of bull and bear markets, but this large cap fund created substantial wealth for investors (see the chart below). If you had invested Rs 10,000 in Aditya...

Exchange Traded Funds (ETFs) are passive schemes which track market indices. ETFs invest in a basket of securities which replicate the benchmark index. Unlike actively managed mutual fund schemes, ETFs do not aim to beat the index, they merely track the index as closely as possible. Since ETFs are passive funds, they...

Diversification refers to building a portfolio with multiple assets to reduce the risk associated with a single asset. For example, a diversified equity fund invests in a portfolio of stocks across different industry sectors and market capitalization segments. Diversification can also mean investments across different asset classes...

360 ONE Focused Equity Fund, erstwhile IIFL Focused Equity Fund, is one of the best performing focused funds. In the last 1 year, 360 One Focused Equity Fund ranks among the top 3 funds (Mutual Fund Trailing Returns - Equity Focused).

There is great demand for small cap funds among retail investors over the past few months. In each of the months of this financial (FY 2023-24) on a year to date basis, small cap funds attracted the largest net inflows among all actively managed equity mutual fund categories. In April, May, June and July 2023, small cap...

Blue chip stocks are very large corporations with strong nationwide or even global reputations. Based on market capitalization, they are the largest of the large cap stocks (100 largest companies by market capitalization). Though there is no regulatory guidance on what constitutes a blue chip stock, many...

Balanced Advantage Funds, also known as Dynamic Asset Allocation Funds, are hybrid mutual funds which manage their asset allocation dynamically between equity and debt. The asset allocation will change depending on market conditions using quantitative asset allocation models. This is the un-hedged...

HDFC Flexicap Fund, erstwhile HDFC Equity Fund, has a wealth creation track record of over 28 years. The fund was launched in 1995 and is among the oldest diversified equity funds in India. Rs 10,000 invested in the fund at the time of its inception would have grown to more than Rs 13 lakhs as on 31st July 2023...