Mutual Funds Articles

While investing in Mutual Funds, you go through fund reviews, watch funds performance, track historical performance, find out what experts have to say and based on that decide if you wish to buy the fund. In short, buying a fund is no...

Mutual Funds which stand the test of the time and deliver strong returns across different market cycles become favourites with investors. SBI Magnum Multiplier fund launched in 1993 is one such fund. In the last few years, the fund...

Advisors and experts often mention that equity mutual funds are idle for investments as they provide long term capital gains and some schemes especially the ones under ELSS category qualify for tax rebate under Section 80C. The dividends received...

In one of previous fund reviews last year, we had discussed how flexible investment approach makes Reliance Equity Opportunities Fund a consistent performer across different market cycles. Consistent performers...

Many investors are under the impression that larger the fund size better the prospect of higher returns. This is not always true. There is no doubt that the large funds can boast of great past track record, hence the...

Funds with concentrated portfolios aim to generate higher alphas or outperformance versus the benchmark index, through stock picking abilities of their fund managers. Typically, these funds tend to be more...

When it comes to investments made for the purpose of tax savings under Section 80C of Income Tax Act, Public Provident Fund (PPF), Life Insurance premiums and Equity Linked Savings Schemes (ELSS)...

Monthly Income Plans (MIPs) are one of the best investment options for investors with moderate risk tolerance. These mutual fund schemes invest 70 – 75% of their portfolio in fixed income securities and...

Over the past few months, we have seen headlines like "2 times return in 3 years" from some equity mutual funds. While the performance of these fund managers should certainly be lauded, one must also remember...

In the first part of this series, we discussed how different categories of equity mutual funds performed in 2014. While equity funds performed strongly driven 30% rise in Sensex during 2014, even some debt funds gave...