Latest Saving, Investing & Mutual Fund Articles

Financial Planning is a comprehensive process of deciding the allocation of one’s finances into spending, savings, investment and other categories. Going a little deeper into this statement, it would also mean deciding on where and...

Imagine you have got an annual bonus of Rs 8 Lakhs and decided to invest the entire sum into equity mutual funds. However, looking at the current market level which is almost at an all-time high, you may feel unsure to...

Indiabulls Bluechip Fund has beaten the CRISIL – AMFI Large Cap Index in financial year 2017 – 18. In our March blog (refer to our post, Why large cap equity mutual funds will always be a flavor for investing), we had mentioned that...

Over the past few years, we have reviewed a number of large cap funds for the benefit of our readers. One scheme which stood out for its performance consistency over the last 3 to 4 years was Aditya Birla Sun Life Frontline...

While large cap mutual funds are seen as all-weather funds, diversified multi-cap equity mutual funds, which invest in stocks across different market cap segments and industry sectors, are seen by many investment experts as the ideal...

Selecting the right mutual fund for your investment needs is not the simplest of endeavors. Investment needs can be varied and there are thousands of products in the market. Despite some negative perceptions about the mutual...

Experts believe the previous year, 2017 to be a watershed period for India’s mutual fund industry. Even though there has been a steady increase in the inflows since the start of the year that has led to creation of new...

Life-cycle fund, as a concept, was first introduced by the US Federal Government through a scheme called Thrift Savings Plan. Now this scheme is managed by private Asset Management Companies (AMCs). Life-cycle funds...

Most investors tend to associate stock market with mutual fund investments. As per AMFI, AUM of equity oriented schemes accounted for nearly 70% of total retail AUM. Equity funds and equity oriented balanced funds are essentially long term...

In our previous post on this topic, Is Value investing the right investment style for you: Part 1, we discussed how different investment styles relate to our investment needs and risk attitudes. We also discussed in the previous post...