Mutual Funds Articles

Morningstar recently announced the Morningstar India Fund Awards, recognising funds and fund houses that added the most value for investors within the context of their relevant peer group in the past year...

We have often heard that recent performance of a mutual fund is not always a good indicator of future performance. Yet some financial advisers cite last one year returns when selling mutual funds. In this article...

Mutual fund investors in India have a large number of options to choose from. There are hundreds of schemes from a large number of fund houses across a variety of categories, which makes it a difficult task for...

In our previous article we had discussed how to effectively study the key information elements presented in the factsheet for equity funds. In this article, we will discuss to effectively evaluate the information...

Most mutual fund houses usually publish monthly reports, also known as factsheet that contain critical information for each scheme. The fact sheet contain the scheme objectives, important information related...

In the previous article, we discussed that you can earn higher returns by parking your surplus cash in like liquid funds, instead of leaving it in your savings bank accounts. While savings bank pays...

Where do we park our surplus cash? Most of us keep it in our savings bank account. If we need to use the cash on a regular basis, savings bank indeed is the best option. It is safe and it is convenient...

When it comes to mutual funds or equity investing, various perceptions are usually at play in the minds of the investors. Share markets are speculative. They can give good returns, but the investor can also...

DSP BlackRock Micro Cap Fund aims to generate superior returns by investing in a diversified portfolio of small and mid-cap companies with high growth potential. In this fund a majority of the portfolio...

Is Systematic Investment Plan (SIP) a better investment option than Lump Sum? This is an old debate and has been going on ever since SIPs were introduced in India. Most financial advisors argue in favour...