Latest Saving, Investing & Mutual Fund Articles

About a year back, I wrote an article on mutual fund capital loss tax credit (please see our post, Mutual Fund Capital Loss: Tax Implications). Our target audience of this topic was primarily short term investors and traders. However...

In January, the Nifty rose nearly 600 points (nearly 6% rally) and in the first 7 days of February, it fell nearly 500 points. The ferocity of the correction seen over the past few days may have spooked some new investors, but for long...

Since the end of January the Nifty has fallen by more than 550 points, a correction of 6% from its all-time high in January 2018. Different investors have different prognosis for any correction. Some people will tell you that...

Initial Public Offerings garnered huge interest from investors in 2017. More than Rs 70,000 Crores, a record amount, was raised from 38 offerings. Companies from 18 different sectors raised funds through IPOs in Fiscal Year to date, 2018. 2017 saw...

In 2007 legendary investor Warren Buffet made a million dollar wager against a hedge fund manager that a simple S&P 500 index fund would outperform a selection of actively managed funds over a 10 year period. The bet’s timeline...

2017 was a great year for stock markets in India with the Nifty rising by nearly 2,470 points (a rise of nearly 29%). Mutual fund investors enjoyed fantastic returns, especially in the small and midcap funds category in 2017 – fund category return...

The pursuit of perpetual motion machines obsessed many scientists and engineers in Europe for centuries since the middle ages. Some readers may think why we are taking about perpetual motion machines in a finance...

Many of us go on vacations with our families once or twice every year. A lot of planning and preparation goes into making our vacation an enjoyable experience. Tickets are booked several weeks or even months in advance to...

In our last post, Are midcap valuations a cause of concern – Part 1, we discussed some of the concerns related to midcap valuations. Most of the discussion in Part 1 was centered on and around relative valuations...

Balanced Mutual funds have 65 – 75% exposure to equities and 25 – 35% to debt. The debt component of balanced mutual funds makes these funds considerably less volatile than equity mutual funds. At the same time, the...