Mutual Funds Articles

In its latest mutual fund ranking (September 2016), CRISIL has ranked DSP Black Rock Focus 25 Fund among the best performing large cap equity mutual fund schemes (Rank 1). Some large cap funds with concentrated or focused portfolios...

In the first part of this series Top 8 diversified equity mutual funds to invest in 2017, we discussed how we have selected the top funds as given in the list below. We also discussed the key benefits of investing in diversified equity mutual funds...

Diversified equity mutual funds are the most preferred category of equity funds by investors. Also known as multi-cap or flexi-cap, these funds invest across companies and sectors with varied market capitalization. That simply means, a diversified equity...

In our post, Importance of Financial Planning, we discussed how financial planning can help you meet your short term, medium term and long term financial goals. While you can engage a professional financial planner or advisor to prepare your...

Equity Savings Funds are equity oriented hybrid funds whose risk profiles are more moderate (lower risk) than the traditional balanced funds and yet they enjoy the tax advantage of balanced funds. Balanced Funds allocate at least 65% of their assets...

We believe that every financial decision in our life should be based on some goal. The goal can be building a retirement nest egg, saving for your children’s college education or wedding, saving for a down-payment for property purchase...

If you had invested in SBI Blue-chip Fund 3 years back, you would have made a tax free profit of nearly 75% till date (Dec 3, 2016). While we should acknowledge that, 2014 was a bumper year for the Indian stock market, 2015 / early 2016 was one of...

Equity Savings Funds are a relatively new mutual fund product category. These are equity oriented hybrid funds similar to balanced funds, but the risk profile of these funds are more moderate (lower risk) compared to balanced funds. Balanced Funds...

ICICI Prudential Value Series 1 and 2 were launched towards the end of 2013 as three year close ended schemes. With the benefit of hindsight, we can say that the timing of subscription to these Value Series schemes were just great. The equity market was...

I have said a number of times in my blog that, the world of investments has many nuances and our endeavour in Advisorkhoj is to make investors aware of these nuances. We often see financial advisors and media influencers making sweeping...