Latest Saving, Investing & Mutual Fund Articles

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...

Principal Balanced Fund is one of the best performing balanced funds in the last 3 to 5 years (please refer to Advisorkhoj research tool, Top Performing Balanced Fund Equity Oriented). In the last 5 years, Principal Balanced Fund was among...

Have you ever wished to know more about the mutual funds scheme you have invested in and the fund house (AMC)? As you have invested your hard earned money, you probably should!When you start an investment in any...

There are a few multi-cap funds which have stood the test of time and have given stellar returns over a long time period that included multiple market cycles (both bull and bear markets). Aditya Birla Sun Life Advantage Fund recently completed...

SBI Emerging Businesses Fund was launched in 2004. If you had started a monthly SIP of Rs 5,000 in SBI Emerging Businesses Fund since inception, by now you would have accumulated a corpus of over Rs 17 Lakhs (as on April 2, 2018). The...

Right from the beginning of this year, we have been saying through our blog that, the stock market is expected to be volatile in the near term. Stock market volatility, if caused by macroeconomic factors, does not get over in two or three trading...

The mutual fund industry in India has matured a lot in the last 20 years or so. Regulatory reforms have made mutual fund industry much more transparent (in terms of disclosure norms) and efficient than how it was couple of decades...