In the last blog post – Do you know how to select Debt funds: Understanding the risk - we discussed various types of risks that may be associated with investing in debt funds. We also discussed how the debt funds are much more predictable...Read More

Over the past few months, I have come across a number of senior citizens, relatives, parents of friends, acquaintances etc., in weddings and other social occasions; their concerns were with falling interest rates of fixed deposits and...Read More

In our post, Do you know the different performance parameters of equity mutual funds: Part 1, we discussed various risk and risk adjusted performance parameters of mutual funds. Let us do a brief recap of the various concepts...Read More

When researching funds for investment purposes many retail investors and financial advisors look at the historical returns of mutual fund schemes. If you read the fine print of a mutual fund’s disclaimer, you will often a see a line, “past returns...Read More

In this two part post, we are discussing how to read factsheets more effectively, so that you have a better understanding of the schemes that, you have invested in or plan to invest in. To help readers understand the concepts well, we are explaining...Read More

In this series of posts, we are discussing terms that are commonly used in mutual funds. Many of you may have been familiar with these terms, but a better understanding of these terms will help you become a better investor. In our post...Read More

In our post, Did you know the basics of Mutual Fund investing, we explained some commonly used terms that investors come across, when investing in mutual funds. In this blog post, we will explain some common terms associated with one of...Read More

In this series of posts we will explain various terms that you come across in mutual fund literature, be it research sites, factsheets, financial blogs, journals and newspaper reports. I have seen that, many retail investors have a superficial...Read More

Mutual funds enjoy tax advantage over most other asset types when you make capital gains. Capital gains made in equity funds, held for less than 12 months, are taxed 15.45% (including 3% education cess); if funds are held for more than 12...Read More

Top performing banking sector mutual funds have given more than 30 - 40% returns in the last one year. When funds give such high returns, both existing and new investors are wary if the returns will be subdued in the future. Many of the top...Read More