Mutual Funds Articles

If you have been investing in equity markets for a long time, both directly in equity shares of companies and through mutual funds, take a look at your portfolio of stocks and mutual fund schemes and ask yourself the question, which portfolio has given...

My childhood friend Nikhil had one lament for a long time. He said while there are many restaurants serving European cuisine in India, unfortunately there are not many options for vegetarians as far as European cuisine is concerned. His dream was to...

As an investor of Mutual Funds you are aware of the fundamentals of Mutual Funds, the process of return generation and all that as an investor you must be aware of. However, a part of you still wonder if the information you have is...

We have discussed a number of times in our blogs that asset allocation is one of the most important aspects of financial planning and investing. Asset allocation is the most significant attribution factor of your overall portfolio returns; selection of...

While conventional wisdom tells us that a concentrated portfolio strategy exposes the investor to incremental risks, to the credit of its fund managers, ICICI Prudential Focused Bluechip Equity Fund has delivered strong risk...

Equity markets have been very volatile for the past 6 months. As such many financial advisors are recommending balanced funds to their clients. Balanced funds are excellent investment option for investors with...

The primary objective of investing in equity funds is capital appreciation over a sufficiently long investment horizon. However, different investors have different financial needs. Some investors want income from their investments, at the same time they...

Section 80C of Income Tax Act allows tax payers to claim deductions from their taxable income by investing in certain instruments. The investment limit eligible for tax deduction in Section 80C has been increased to र 150,000 from...

Most of us keep our surplus cash lying in our savings bank account. It is safe and convenient, if we need to use the money on a frequent basis. However, we should, from time to time, take a look at our savings bank statement and ask ourselves...

From time to time we see debates on expense ratios in the investment community. For the average retail investor in India, however, expense ratio is not an important factor in investment decision making. The average investors base their mutual fund...