Mutual Funds Articles

Over the past few days 8,200 was a resistance for the Nifty, but that resistance level has been broken and as I write this post, Nifty is trading above 8,200. This level was last seen in October 2015. Those of us, who remained bullish through these months...

We have discussed growth and value investing a number of times in our blog. For benefit of our readers who are not familiar with growth or value investing in mutual funds, let us briefly recap these two concepts...

In the first part of this series, Top 7 Small and Midcap Equity Mutual Funds for investment in 2016: Part 1, we saw the top 7 small and midcap funds, based on CRISIL’s latest mutual fund ranking (for quarter ended March 2016) and also our...

Small and Midcap equity mutual funds have been among the top performing mutual funds across all categories in the last few years. Small and Midcap funds have outperformed large cap funds both in terms of trailing returns and annual returns...

In our last three posts in this series we had discussed How SIPs in Top and Best Large Cap Mutual Funds have created wealth over last 12 years, How SIPs in Top and Best Mid and Small Cap Mutual Funds have created wealth over last 10 years, and...

In our last two posts we had discussed How SIPs in Diversified Equity Mutual Funds have created wealth over the last 15 years and How SIPs in Mid and Small Cap Mutual Funds have created wealth over last 10 years. We found amazing example...

As discussed in our last post How SIPs in Diversified Equity Mutual Funds have created wealth over the last 15 years, Systematic Investment Plans (SIPs) were introduced by Franklin Templeton Investments around two decades back. Since then...

Systematic Investment Plans (SIPs) were introduced in India almost 22 years back by Franklin Templeton. Since then, SIPs has become the preferred way of investing in Mutual Funds. Currently in India, Investors are contributing almost Rs. 3,000 Crore...

If you started a monthly SIP of र 5,000 in SBI Small and Midcap Fund 5 years back, your investment value would have been over र 6.31 lacs by May 23, 2016 (Source: Advisorkhoj Research). In other words, you would have made a profit of र 3.3 lacs...

Sundaram Select Midcap is one of the top performing midcap equity mutual funds in the last 10 years. If you invested र 100,000 in Sundaram Select Midcap Fund 10 years back, your investment would have grown to over र 417,722 by May 19, 2016 (Date...