Mutual Funds Articles

In the first part of this post, Should you invest in ULIPs, we had discussed that Unit Linked Insurance Plans, popularly known as ULIPs, are now much better products than what they were before 2010. The IRDA regulations with respect to ULIPs in 2010...

For many investors tax saving is usually a once in year investment exercise to save up to Rs 46,350 in taxes under Section 80C of Income Tax Act. However, tax saving investments can also help you meet your long term financial...

Hybrid funds offer investment choices to investors who want to earn more than what they get from their fixed income investments and at the same time not take risks associated with equity funds. Depending on their risk tolerance and investment...

Gilt fund investors are sure to be disappointed with returns in the last 3 to 6 months. While 2014 was a fantastic year for investors in long term gilt funds with returns average category returns of more than 15%, 2015 was lot more volatile despite a...

An intrinsic characteristic of equity markets is that they are driven by sentiments in the short term and fundamentals in the long term. Over the past 10 months or so, the overwhelming sentiment in global equity markets has been that of fear. When fear or...

Banking and Finance comprise nearly 30% of the frontline Nifty 50 index and is by far the largest sector in the index by market capitalization. In fact, Bank Nifty, the index of 12 large cap banking stocks is one the most popularly tracked indices after the Nifty...

If you have been investing in equity markets for a long time, both directly in equity shares of companies and through mutual funds, take a look at your portfolio of stocks and mutual fund schemes and ask yourself the question, which portfolio has given...

My childhood friend Nikhil had one lament for a long time. He said while there are many restaurants serving European cuisine in India, unfortunately there are not many options for vegetarians as far as European cuisine is concerned. His dream was to...

As an investor of Mutual Funds you are aware of the fundamentals of Mutual Funds, the process of return generation and all that as an investor you must be aware of. However, a part of you still wonder if the information you have is...

We have discussed a number of times in our blogs that asset allocation is one of the most important aspects of financial planning and investing. Asset allocation is the most significant attribution factor of your overall portfolio returns; selection of...