Latest Saving, Investing & Mutual Fund Articles

Many retail investors who pulled out of midcap and small cap mutual funds during the correction last year have been waiting on the sidelines for the past few months for the election results. The Indian electorate has given a clear...

Large cap equity mutual funds are mutual fund schemes which invest at least 80% of their assets in large cap stocks. SEBI defines the top 100 stocks by market capitalization as large cap stocks. Large cap mutual funds tend to be less volatile...

Based on our interactions with investors and financial advisors, we see that there is a lot of interest in mutual fund dividends and Systematic Withdrawal Plan (SWP) as income solutions for investors. Many investors prefer dividend options for regular...

BJP led NDA is all set to form the next Government with a comfortable majority and Narendra Modi will have at least one more term as the Prime Minister. The Nifty after trading sideways in 2018, shot up 10% in the pre-election rally in...

SBI Savings Fund is a money market mutual fund scheme which invests in money market instruments like commercial papers (CPs), certificates of deposits (CDs) etc. As per SEBI’s mutual fund classification directive, money market funds must...

Multi-Cap funds are equity mutual fund schemes which invest across industry sectors and market capitalization segments i.e. large cap, midcap and small cap. These mutual funds tend to perform well across different market...

Over the last 6 to 9 months, several high profile bond and other debt paper defaults and downgrades have wracked fixed income mutual funds. Starting with ILFS default in September 2018 to defaults / downgrades in Dewan...

If you had invested Rs 1 lakh in Principal Focused Multi-Cap Fund (erstwhile Principal Large Cap Fund) at the time of its launch (NFO) towards the end of 2005, your investment would have multiplied to nearly Rs 6 lakhs (as on May 13^th 2019)...

Every day and every month is a new month in the markets, and when I refer markets, it's safe to say both equity and debt markets. In the last six months, we have not only witnessed equity market corrections, but also flood of news...

Advisorkhoj has always been a big advocate of mutual fund Systematic Investment Plans (SIPs) for financial planning. Thanks largely to the efforts of financial advisors and investment awareness programs of asset management...