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... Read More

DIVERSIFIED EQUITY MUTUAL FUNDS versus NIFTY 50 RETURNS – NIFTY gave 23% return in the last one year, could Diversified Equity Mutual Funds beat NIFTY Returns? Check Top Diversified Equity Mutual Funds versus NIFTY Returns in the last one year. See Rolling Returns of Top 5 Diversified Equity Funds against NIFTY 50 in the last 3 years (based on 5 years training returns)

LARGE CAP EQUITY MUTUAL FUNDS versus NIFTY 50 RETURNS – What about Large Cap Equity Mutual Funds? How they performed against NIFTY 50? In fact, there are 45 Funds which outperformed NIFTY 50 returns in the last 1 year – Which are these Large Cap Funds? See Rolling Returns of Top 5 Popular Large Cap Equity Mutual Funds against NIFTY 50 in the last 3 years

TARGET AMOUNT SIP CALCULATOR – Know how a small amount saved every month can help you achieve your future target amount accounting inflation. Example – After 20 years you want an amount equivalent of today’s Rs 20 Lakhs – It would be Rs 66 Lakhs @5% inflation and you need to save monthly Rs 6,850 only.

Top SIP funds and top lump sum funds are not different but the same. You can invest in a mutual fund scheme either by way of lump sum... Read More

Even though the funds selected by you are all good performing from their respective categories, they are not suitable to you as your risk... Read More

Sorry to say, I am not aware of a way which can double the money within a short period of time. What I know is that equity mutual funds are... Read More

Thanks for the kind words about our work ! First, let me tell you that the advisor you met has suggested you NOT a mutual fund but a... Read More

The investment objective of the scheme is to generate returns through investments in debt and money market instruments with a view to reduce the interest rate risk. The scheme will invest in debt and money... Read More

In compliance with provisions of SEBI Circular No. SEBI/HO/IMD/DF2/CIR/P/2018/18 dated February 05, 2018 on change and Disclosure of Total Expense Ratio (TER), please be informed about the change... Read More

NOTICE is hereby given that Invesco Trustee Pvt. Ltd., (the Trustee to Invesco Mutual Fund) has approved the declaration of dividend in the following schemes, the particulars of which are as under... Read More

Notice is hereby given that the Trustee of Reliance Mutual Fund (“RMF”) has approved declaration of dividend on the face value of Rs.10/- per unit in the undernoted Scheme of RMF, with March 16, 2018... Read More

Notice is hereby given that the Trustee of Reliance Mutual Fund (“RMF”) has approved declaration of dividend on the face value of Rs.10/- per unit in the undernoted Schemes of RMF, with March 15, 2018... Read More

HDFC Mutual Fund announces dividends... Read More

NOTICE is hereby given that the Trustees of HSBC Mutual Fund (the Fund) have decided to revise the exit load of the following schemes of the Fund with effect from March 14, 2018 ('Effective Date'). The... Read More

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... Read More

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... Read More

"Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it" – Warren Buffett