Mutual Funds Articles

An investment of Rs 1 lakh in DSP BlackRock Equity Fund New Fund Offer (NFO), 20 years back, would have grown to around Rs 44 lakhs today. The return of this diversified equity mutual fund scheme since inception is a great example of the...

In the last one year ICICI Prudential Top 100 fund gave more than 28% returns and is one of the best performing large cap funds. The nearly 20 year old fund has a great history of wealth creation giving almost 20% annualized returns since inception...

Investment awareness in India has improved over the past few years, but I am still surprised that many people instinctively associate equities with share trading. This association shapes the risk perception of people towards equity as an asset...

FY 2017 was a good year for equity investors; the Nifty gave over 18% returns in the last one year and 12% returns in the last three months. The January to March quarter was stellar not just for the Indian equity market, but stock markets around the world...

In the last 3 years, SBI Magnum Equity Fund has given around 18% annualized returns versus 12% annualized Nifty returns. This large cap fund underperformed slightly in 2013 but bounced back strongly in 2014 and has been in the top 2 performance...

As you know investments in equity or equity oriented mutual funds are suitable to investors with moderately high to high risk profile. Within the equity funds categories, mid & small cap funds and sectoral funds have the highest risk. However, if you can...

The last one year has been very good for mid and small cap funds. Mid and small cap funds have generated significantly superior returns relative to large cap and diversified equity funds categories over the last 1, 3, 5 and even 10 year periods, as can be...

The Narendra Modi Government in India has, since its inception, made infrastructure, the most important priority area, as far as fiscal policy is concerned. Budgetary allocations to infrastructure are on an increasing trend since the current Government...

2017 has begun on a very promising note for Indian equities, especially large cap stocks and mutual funds. The Nifty is already up nearly 9% in the first two months. Birla Sun Life Frontline Equity Fund, one of the best performing large cap funds over...

With the March 31^st deadline of making tax saving investments for Assessment Year 2017 – 2018 drawing closer, many investors would be looking at mutual fund Equity Linked Savings Schemes (ELSS) for tax planning purposes. ICICI Prudential...