Mutual Funds Articles

Many investors are under the impression that larger the fund size better the prospect of higher returns. This is not always true. There is no doubt that the large funds can boast of great past track record, hence the...

Funds with concentrated portfolios aim to generate higher alphas or outperformance versus the benchmark index, through stock picking abilities of their fund managers. Typically, these funds tend to be more...

When it comes to investments made for the purpose of tax savings under Section 80C of Income Tax Act, Public Provident Fund (PPF), Life Insurance premiums and Equity Linked Savings Schemes (ELSS)...

Monthly Income Plans (MIPs) are one of the best investment options for investors with moderate risk tolerance. These mutual fund schemes invest 70 – 75% of their portfolio in fixed income securities and...

Over the past few months, we have seen headlines like "2 times return in 3 years" from some equity mutual funds. While the performance of these fund managers should certainly be lauded, one must also remember...

In the first part of this series, we discussed how different categories of equity mutual funds performed in 2014. While equity funds performed strongly driven 30% rise in Sensex during 2014, even some debt funds gave...

2014 was a terrific year for the equity markets in India. The Sensex rose by nearly 30% during the year on the back of the Lok Sabha election results and expectations of turnaround in the economy. Mutual funds saw...

In the last one year the Sensex rose by 44% generating fabulous returns for many equity investors. If we look at mutual funds, the returns have exceeded even the Sensex returns. Large cap equity mutual funds...

It is an approach to investing in which the investor takes position about the market in a direction opposite to the prevailing market trend. So, if the market is moving upward, the contrarian investor would take the...

Mutual funds are wonderful investment options for meeting a variety of financial goals. However, a common problem which retail investors often face is the problem of too many choices. One of main...