Mutual Funds Articles

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...

Top performing mutual fund monthly income plans (MIPs) have beaten Post Office Monthly Income Scheme (MIS) in terms of annualized returns over the last 5 years, by investing a small part of the corpus in equities...

The mutual funds are allocating a higher portion of their assets under management (AUM) to stocks in banking and finance sectors. As per the data published by the Securities and Exchange Board of India...

Exchange Traded Funds (ETFs) have been around in India for the last 13 years. However, ETFs have not gained as much popularity in our country, as they have in more developed markets. The commission...

In our article, Asset Allocation strategies for different age groups, we had discussed that asset allocation for investors depends on a number of factors. The different factors are...

While the performance of equity funds last year had been in general, lackadaisical, the performance of the small and midcap funds category has been particularly tepid. The average return of small and midcap...