Mutual Funds Articles

Equity mutual funds have on an average done extremely well in the last 3 years. Equity funds belonging to the large cap category have given average trailing annualized 3 years returns of 18.2%. The top performer...

We keep hearing that it is very easy to lose money by investing in share markets. It is true that equity markets are risky. But it is also true that equity as an asset class has the potential to create wealth. How can...

Top performing mutual funds have outperformed their Unit Linked Insurance Plan (ULIP) counterparts over a three year investment horizon. Top performing large cap oriented diversified equity mutual funds...

Sometimes investors are confused with the variety of options in mutual funds. These options are designed to meet the different needs of the investors with different risk profiles and financial objectives. Mutual fund...

Mutual fund investors often come across the term "value investing". While value investing is very a popular concept in the investment world, it is not very well understood in the context of mutual funds, especially here...

How do you know if your mutual funds are performing well? We have investment objectives in our financial plans. Implicit in our plan are expectations on investment returns. Your equity fund may...

In our previous article, we had discussed the buzzing large cap and diversified equity funds. In the last 6 months large cap and diversified equity funds categories have given average returns of 26 – 30%...

Indian equity markets are rallying. The Nifty closed at an all time high of 7,796 on July 23. In the last 6 months Nifty gained 22.9%, while the Sensex gained 22.3%. Even the broader markets have performed very...

Investors looking for regular income from their investments opt for dividend plans. However, in the last two years, the Government has been taking more out of dividends, in the form of Dividend Distribution Tax (DDT)...

The Kotak Opportunities fund has a solid long term track record of outperformance compared to the category of large cap equity funds and the S&P BSE 100 index. The fund, which will complete 10 years...