Mutual Funds Articles

Most investors tend to associate stock market with mutual fund investments. As per AMFI, AUM of equity oriented schemes accounted for nearly 70% of total retail AUM. Equity funds and equity oriented balanced funds are essentially long term...

Principal Balanced Fund is one of the best performing balanced funds in the last 3 to 5 years (please refer to Advisorkhoj research tool, Top Performing Balanced Fund Equity Oriented). In the last 5 years, Principal Balanced Fund was among...

There are a few multi-cap funds which have stood the test of time and have given stellar returns over a long time period that included multiple market cycles (both bull and bear markets). Aditya Birla Sun Life Advantage Fund recently completed...

SBI Emerging Businesses Fund was launched in 2004. If you had started a monthly SIP of Rs 5,000 in SBI Emerging Businesses Fund since inception, by now you would have accumulated a corpus of over Rs 17 Lakhs (as on April 2, 2018). The...

Right from the beginning of this year, we have been saying through our blog that, the stock market is expected to be volatile in the near term. Stock market volatility, if caused by macroeconomic factors, does not get over in two or three trading...

Last one year has not been good for debt mutual fund investors. Interest rates, after declining for nearly three years bottomed out in the middle of 2017, have been on an upward trajectory since then. While, long term gilt funds, income funds etc...

Consumption is one of the most attractive themes for equity investors in India. What makes the consumption theme very attractive for long term investors is that, it is both cyclical and defensive. The cyclical aspect of consumption enables...

Midcaps and small cap stocks had a dream run from 2014 to 2017. Top performing small / midcap equity mutual funds gave around 20% annualized returns over the last 3 years. Naturally midcap and small cap mutual funds were the flavors of the...

Section 80C of Income Tax Act 1961 allows investors to claim deductions from their taxable income by investing in certain eligible investment schemes. The amount of money invested in the schemes eligible u/s 80C can be claimed as deduction...

SBI Mutual Fund’s Bandhan SWP, on the face of it, is a plain vanilla Systematic Withdrawal Plan (SWP), but it has a beneficiary feature which makes it a unique investment solution for families. Using Bandhan SWP, you can create an income...