The last one year has been a very difficult one for midcap stocks and funds. The BSE Midcap Index fell 14% from January 1, 2018 to January 1, 2019; on a year to date basis the index has fallen a further 8%. Such steep falls expectedly...Read More

Now that we are in the final stretch of this financial year, tax savings will be an important priority for many taxpayers. Section 80C of Income Tax Act 1961 allows investors to claim deductions of up to Rs 150,000 in a Financial year...Read More

Midcap and small cap funds were the preferred investment choices for retail investors from 2014 to 2017. Many investors got superlative returns from their small and midcap mutual funds during this period. However, 2018 has...Read More

One of my friends, a banker and a long time mutual fund investor, always spreads his mutual fund SIPs over 3 – 4 dates in a month. I, on the other hand, have simply selected one date, at the start of the month for my mutual fund...Read More

We are in the middle of the festive season and this time of the year, as per Indian cultural tradition, is auspicious for buying Gold. India is the largest importer of Gold in the world, around 900 tons every year; primary end use of...Read More

After a few months of tranquility, volatility has returned to the stock market with full fervor. This month the Nifty has already fallen by 537 points and the possibility of the market extending its losses are quite high. For the past few...Read More

Till about 2014, debt mutual funds were seen primarily as tax arbitrage opportunities vis a vis bank term deposits (FD). In the first union budget of the present NDA Government, debt mutual fund taxation was changed and debt...Read More

There are several views with regards to investing in sectoral mutual funds. Some financial advisors are of the opinion that sectoral mutual funds are too risky for average investors; sectoral mutual funds have sector specific risks...Read More

As an investor, I like to keep myself abreast with latest developments in the market by regularly visiting stock market and mutual fund related websites. Also, my interest in what investors are thinking, takes me to discussion...Read More

Many investors have mixed experience with long term debt mutual funds. This is primarily because, despite the nomenclature of these funds, many investors hold these funds for short tenures and aim to profits from favorable interest...Read More