Latest Saving, Investing & Mutual Fund Articles

Midcaps and small cap stocks had a dream run from 2014 to 2017. Top performing small / midcap equity mutual funds gave around 20% annualized returns over the last 3 years. Naturally midcap and small cap mutual funds were the flavors of the...

In our previous post, Did you know what to analyze and ignore when selecting equity mutual funds, we discussed the difficulties in selecting equity mutual funds, despite the plethora of information available online. Many investors use...

Awareness of mutual funds is growing in our country. Financial advisors are now spending a lot of time on research to provide better advice to their customers. There is a proliferation of mutual fund related contents like blogs, research...

"Whatever you frequently think and ponder upon, that will become the inclination of your mind". This saying stands true for almost all investors who are anxious about their investments and the favorite question that...

Mutual funds have been growing in popularity among retail investors in India over the last few years. 2017 was one of the best years for the mutual fund industry with record inflows. Media observers and experts attribute this growth...

Section 80C of Income Tax Act 1961 allows investors to claim deductions from their taxable income by investing in certain eligible investment schemes. The amount of money invested in the schemes eligible u/s 80C can be claimed as deduction...

The stock market has seen considerable volatility over the last one month or so. In our last post,What should you do in falling stock market: Part 1, we discussed how easy monetary policy (low interest rate regime) globally, fueled...

SBI Mutual Fund’s Bandhan SWP, on the face of it, is a plain vanilla Systematic Withdrawal Plan (SWP), but it has a beneficiary feature which makes it a unique investment solution for families. Using Bandhan SWP, you can create an income...

ICICI Prudential Asset Management Company has launched a 10 year close ended ELSS new funds offer (NFO), ICICI Prudential Long Term Wealth Enhancement Fund. The NFO opened on December 22, 2017 and will close on March 21, 2018...

Capital appreciation and income are two primary investment goals. Mutual funds provide multitude of investment solutions for both these objectives for different risk profiles. However, in India mutual funds are mostly associated...