On June 23^rd, 2016 the people of United Kingdom in a historic referendum voted to leave the European Union (EU). While this event risk, popularly known as Brexit, was known to the capital markets and financial community for some...Read More

When we think about stocks and mutual funds we think about equity. Though all stocks can be categorized as equity, all mutual funds are not equity. A mutual fund could be equity or debt or a mixture of both – usually called hybrid...Read More

Prior to 2014 mutual fund fixed maturity plans (FMPs) were very popular low risk investment options for investors, primarily because of the tax advantage debt mutual funds used to enjoy over bank fixed deposits over a 1 year or...Read More

In the first part of the article in this series How do you know if you have good funds in your mutual funds portfolio: part 1, we have discussed how trailing returns are important but not the only significant factor in determiningRead More

If someone asks you, who is the best batsman in India today, the answer for many is quite simple, Virat Kohli. If someone asks you about the best bowler in India today, you will say Ravichandran Ashwin. To answer the question...Read More

Balanced funds have been around in India for more than 20 years. Balanced funds enable the investors to get exposure to equities and consequently earn excellent long term returns with significantly lower levels of risks compared...Read More

The title may sound a little absurd. Why did I have to write “Not Fail” instead of just succeed? The opposite of failing is winning or in this case, if you are saving money, then you are winning in your savings, right? Well no...Read More

An important aspect of investment planning is to assess the impact of taxes on your investment returns, so that you can make the right investment decision and also file your income tax return correctly. Investors often tend...Read More

The quarter ending September 30, 2015 was the fourth successive record quarter on quarter retail mutual fund volume growth. While this is an indicator of growing awareness of mutual funds among retail investors in India, if we look...Read More

We get a large number of queries from our readers asking us whether the mutual funds they have selected for their portfolios are the “best” funds. Good fund selection definitely makes a difference to your investment returns and...Read More