The difference between a focused fund and more diversified equity funds is that focused funds have a concentrated portfolio strategy as opposed to a diversified mix of stocks / sectors in diversified equity funds. We have had a number...Read More

The stock market has surged in the last few days with the Nifty near its 52-week high. Nifty has gained nearly 6% in the last month but it has given negative returns over the last 6 months. The Nifty Midcap 100 Index has gained more...Read More

There is a common saying that taxes and death are unavoidable and therefore, you should always assess your tax correctly and pay it at the right time. Mutual funds do not deduct tax at source for redemption proceeds but investors...Read More

If you like to research different mutual funds before investing or are generally interested in mutual fund research, you may have come across a new equity fund category, Large and Midcap Equity Funds. This new category came...Read More

Mutual fund investing is all about mapping your goals to suitable schemes that can help you achieve those goals. Your risk appetite and investment tenure are the two most important factors you’ll consider before you invest, as they...Read More

In the first part of this post, “Why you should get serious about retirement planning and start investing in mutual funds”, we had discussed that without serious thought and planning from an early stage of your career, retirement...Read More

Retirement planning is one of the most important life goals for any family. Unfortunately, in our country, most people do not take retirement planning very seriously until it is too late. In the absence of a sufficiently large retirement...Read More

This year RBI has been on a trajectory of tightening interest rates in an effort to control inflation. Repo rate has been raised three times. Regular Advisorkhoj readers know that repo rate hikes by the RBI raise bond yields, cause...Read More

The stock market has been quite volatile this year. In the last 2 months or so, Nifty has declined by around 10%. Such big declines in the past may have triggered off panic selling by retail investors but mutual fund SIP inflows have...Read More

In Part 1of this post, we discussed how lower interest rates can be the new normal in the medium to long term. Low interest rates will necessitate a rethink in approach to post retirement planning for Senior Citizens. In the second part...Read More