Mutual Funds Articles

In the last 2 articles in this series we had discussed that IT and Healthcare sector funds had outperformed the market over the last one to two year periods. In this article, we turn our attention to Banking...

Balanced funds have been around in India for nearly two decades and Birla Sunlife 95 is one of the oldest schemes with one of the best track record of performance in this category. Balanced funds are essentially...

In the last article we had discussed that certain industry sectors like IT had outperformed the market over the last one to two periods. Healthcare or Pharmaceuticals is another sector that has outperformed the...

Savvy investors who have been following the equity markets would have surely observed that in the last one year certain industry sectors have outperformed the market. IT and Pharmaceuticals are two such...

It is tax planning season now and Equity Linked Saving Schemes (ELSS) should be one of the top investment choices for investors. Some investors have a notion, that while ELSS is a good tax saving investment...

It is common knowledge in finance that equities as an asset class delivers superior returns over the long term, and as such is one of the best investment options for investors with high risk appetites. However, for...

When we think about mutual funds, we are conditioned to think only of equity investments. It is true equity as an asset class provides superior returns over a long time horizon. However equity funds are not the...

Retirement planning is a complex but a very important topic, especially in today's context as our country is going through a process of economic and social transformation. Some of these changes are...

There are concerns and there are more concerns about the fund performance, sector performance, open ended fund performance, close ended fund performance of Mutual Funds. In all this, what we...

Thematic investing is an alternative approach that chooses investments according to a particular issue or sector. Thematic funds are commonly known as sectoral funds, where investment is done in...