Diversified equity mutual funds are equity mutual fund schemes which invest across different industry sectors and market capitalization segments. Prior to 2018, there was no consistent framework for categorization of mutual fund schemes. Most equity mutual funds, with the exception of sector...

We have reviewed a number of equity savings funds products in the last 12 to 18 months in Advisorkhoj. These funds are good investment options for investors with moderate risk appetite since the active (un-hedged) equity exposure...

Investors usually depend on Mutual Fund Dividend Option to get regular cash-flows from their investments to meet their income needs. However, mutual fund dividends are not assured. The frequency of dividend pay-out and amount of...

As recent as a few months back, more than one person told me that they would not have invested in life insurance policies for tax saving if they knew more about the return potential of Equity Linked Savings Schemes (ELSS). Despite...

Balanced Funds are equity oriented hybrid mutual fund schemes. Hybrid funds invest in multiple asset classes like equity and debt. Balanced Funds have at least 65% asset allocation in equity or equity related securities and the...

In the first part of this article, How to select the right debt funds for your portfolio – Part 1, we discussed how to select the right debt funds based on your investment tenure. In the second part How to select the right debt funds for your...

In our previous post, How to select the right debt funds for your portfolio – Part 1, we discussed how to select the right debt funds based on your investment tenure. There is a relationship between investment tenures and risk...

Retail investors in India still prefer traditional fixed income schemes to debt mutual funds. Some of my friends associated with the asset management industry attribute this behaviour to the lure of assured returns which traditional...

In our previous post, Demystifying Derivatives: Option Trading Techniques Part 1, we discussed some basic option trading techniques. If you are buying options, then your risk is limited to the option premiums. If you are writing...

In our Demystifying Derivatives series, we have, over the past several months discussed the basics of derivatives and how they work in the market. At the start of this series, we said that, this series is not just meant for...