Latest Saving, Investing & Mutual Fund Articles

Axis Multi-cap Fund completed 3 years in November 2020. 3 year performance period is usually a good horizon to evaluate the performance of a fund. Multi-cap funds invest across different market cap segments i.e. large cap, midcap and small cap. Axis Multi-cap fund is one of the best performers in its category The chart below shows...

Stories are a part of our lives. Most of us would have memories of sitting with our grandparents or even our parents and listening to exciting stories from the Panchatantra. Many of us have been intrigued by the adventures of Tintin or admired the wisdom of Birbal. Stories have always been a wonderful way to learn about the...

While disruption conventionally has a negative connotation, it is not always a bad thing. Disruption has changedthe world as we know it. For example, technologies such as cloud computing and the current pandemic situation have changed the way people work. Likewise, eCommerce businesses have changed the way people shop...

Diversification is the strategy to reduce risk by investing in different types of assets with different risk / return characteristics. If you split your investments among multiple asset classes, the overall impact on your portfolio, if one investment gives lower than expected returns, is significantly lesser. The old idiom, “don’t put all your eggs in one basket”...

Retirement planning is one of the most ignored financial goals in most Indian households even though it is the one of the most important, if not the most important life-stage goals for most families. According to SBI Mutual Fund, India is expected to move from a predominantly young population to an aging population in the next 30...

Principal Large Cap Fund was launched in the month October of 2020. We had reviewed the NFO of this scheme in our post, why invest in Principal Large Cap Fund NFO. Large cap funds must invest at least 80% of their assets in stocks of the 100 largest companies by market capitalization. An interesting feature of this fund is that, it...

Several important tax changes were announced in Union Budget of 2020. Taxation is an important consideration in financial planning from various tax savings options to tax consequences of your investments. Investors should note that several important changes were announced in the Budget which may have an impact on your income...

ESG stands for environmental, social and governance. In investment parlance, companies’ performance on environmental, social and governance parameters is an essential consideration in ESG investments. The fundamental premise in ESG investments is that companies which adopt ESG principles have the potential of...

As we come to the closure of 2020, a year that has been a pivotal one in so many ways, it is a good time to explore avenues for wealth creation that also align with the greater good of the world we live in and our values. We are already seeing some credible shifts. Through a survey that we conducted, majority of the 1600 plus respondents said their...

Midcaps had been underperforming versus large caps since 2018. But midcaps have outperformed large caps over the past six months or so. With stock market at all-time high, midcaps have the potential to outperform large caps over sufficiently long investment horizon. Though midcaps are more volatile than large caps, they have...