Latest Saving, Investing & Mutual Fund Articles

Mutual Funds offer diversification as each fund invests across multiple stocks or /and debt instruments. It is however important to assess all factors carefully before creating a portfolio of investments that can align to the investor’s financial goals. Equity has the potential to beat inflation and help them achieve their...

NJ Flexicap Fund was launched in September 2023. Flexicap is one of the most popular equity fund categories. As per AMFI November data, Flexicap funds with Rs 3.06 lakh crores of assets under management (AUM) is the largest category (in AUM terms) among all actively managed equity...

Small cap funds have outperformed large and midcaps in 2024. On a November YTD basis, Nifty Small Cap 250 TRI has given around 40% returns (as on 30th November 2023). Consequently, as a fund category, small caps have received huge investor interest. As per AMFI quarterly data, small cap funds have received the...

At the beginning of your mutual funds investment journey, you will most likely be confused and sceptical about how to start investing, and which funds to choose etc. A proper understanding of your financial goals and your appetite for risk will help you to choose the best funds that will align with your requirements. Your risk...

The equity market is prone to fluctuate between highs and lows. In the long run above 3 years, the troughs in equity performance have historically always been followed by a correction and then rising markets. These points in the downward markets are where valuations are attractive...

Global and Indian equities made a strong comeback in November after remaining volatile in October. The Nifty is back above the 20,000 level and the S&P 500 also posting strong gains in November. The Indian economy continues to be strong with Q2 GDP growth rate of 7.6% surprising...

Axis Mutual Fund is launching a New Funds Offer, Axis India Manufacturing Fund. Axis India Manufacturing Fund is an open ended thematic equity mutual fund scheme. The fund will invest in companies from industry sectors that are part of India’s manufacturing theme. The NFO will open...

Bandhan Core Equity Fund, formerly known as IDFC Core Equity Fund is a large and midcap fund. As per SEBI’s mandate, Large and midcap funds must invest minimum 35% of their assets in large cap stocks (top 100 stocks by market capitalization) and 35% of their assets in midcap stocks (next 150 stocks...

Thematic funds are equity mutual fund schemes which invest in some ideas or strategy. These schemes try to identify specific macro-trends in the economy and invest in sectors which can benefit from these macro-trends. Examples of investment themes are manufacturing, consumption...

Most investors will be familiar with the term Sensex. Sensex is one of the leading indicators of the stock market in India. The term Sensex is blend of two words Sensitive and Index. The Sensex comprises of the Top 30 companies from different industry sectors are listed on the Bombay Stock Exchange (BSE). These stocks are the most actively...