Mutual Funds Articles

The equity market has suffered very badly since the outbreak of Coronavirus pandemic. The Sensex has already fallen 25% this year and more pain is expected in coming weeks and months. Almost all industry sectors are in the red with one exception, healthcare. The S&P BSE Healthcare TRI is already up 16% on a year to date...

Whatsapp is the most popular social media platform in India. India had 400 million Whatsapp users as on June 2019 (source: Niti Ayog). In contrast, Facebook users in India totalled at 241 million even though Facebook is an older app than Whatsapp. There are 450 million smartphone users in India. This means that Whatsapp is used...

Principal Focused Multi-cap Fundinvests in about 30 stocks of different sizes (large cap, midcap and small cap) with high growth potential across different industry sectors. As per SEBI’s mandate for focused funds, the maximum number of stocks in the scheme’s portfolio will be limited to 30 only. This scheme was launched in 2005 and has given...

We have stated a number of times in our blog that Systematic Investment Plan is one of the best ways of wealth creation over a long investment horizon. The benefits of SIP viz. power of compounding, rupee cost averaging and disciplined investing are well known to our regular readers. We have discussed earlier in our blog that bear markets or deep...

The severe economic shock caused by COVID-19 triggered lockdown has stocks around the world in a meltdown. Though Nifty-50 has recovered 20% from the March 2020 lows, it is still down almost 25% on a year to date basis. With infections and fatalities rising in India and the roadmap to normalcy uncertain, stock specific risks can...

Exchange traded funds (ETFs) are increasingly becoming popular among investors around the world and also here in India. ETFs invest in the basket of securities that replicates the composition of a market index like Sensex, Nifty, BSE – 100, Nifty – 100 etc. ETFs do not aim to beat market returns, their objective is to track and deliver...

To begin, I wish all our MFD Friends and their families to Stay Healthy and Stay Safe during this current period! This too shall pass over soon & we together shall emerge through this period winningly! Simply put, a CFOof a Company is responsible for managing the financial requirements of a company. Tracking cash flows, financial...

If you want to invest in stocks, you should be well-versed with all the terminologies of the subject. You should know that investing in stocks means setting aside some money for investment so that you are rewarded with a huge profit in the future. It is like keeping money reserved to receive more inflow of money. You have to have a beginning, and...

Volatile markets remind investors the importance of asset allocation in their financial planning. Asset allocation reduces portfolio volatility, limits downside risks and helps investors meet their investment objectives. Hybrid mutual funds are effective and tax efficient asset allocation solutions. These funds invest in both debt and equity...

Most people think they need to have a lot of money before they can start investing. These days, with as little as Rs 500 you can get your feet wet with mutual funds. Investing in mutual funds allows you to take part in a larger pool of funds that will be managed by a professional fund manager. This presents a lot of advantages, the best...