Mutual Funds Articles

Mutual fund reclassification directive by SEBI has brought a lot of clarity about different types of mutual funds for investors. In our view, retail investors had little awareness about different types of debt mutual funds and were often confused...

ICICI Prudential Bluechip Equity Fundis the best performing large cap equity funds in the last 10 years (please see our Top Performing Mutual Funds (Trailing returns) - Equity: Large Cap). It is also among the top 3 large cap SIPs in the last...

Over the past twenty years or so, mutual fund systematic investment plans have gained tremendous popularity and have one of the most favored investment choices for retail investors in India. There are a number of advantages in the SIP...

Balanced Advantage Funds dynamically rebalance their asset allocation between equity and fixed income (debt) based on stock market valuations based on a dynamic asset allocation model. If equity valuations are low, then in dynamic...

ICICI Prudential Value Discovery Fund was one of best performing and popular equity mutual fund schemes for many years till around 2016. The scheme consistently beat its benchmark (BSE 500 TRI) and category peers for a number...

We are almost in the final month of the current tax assessment year. You can claim deductions of up to Rs 1.50 Lakhs from your taxable income by investing in schemes eligible under Section 80C of Income Tax Act 1961. In order to claim...

Reliance Tax Saver Fund, which was one of the best performance ELSS a couple of years back, has slipped a bit in rankings based on short term performance, but in our view it still remains a good ELSS mutual fund for investors with long...

Mirae Asset Tax Saver Fund has emerged as the best performing tax saving mutual fund (ELSS) in the last 3 years (please see, Top Performing Mutual Funds (Trailing returns) - Equity: ELSS). If you had invested Rs 1 Lakh in the scheme three...

Mutual fund Equity Linked Savings Schemes (ELSS) is the best tax saving investment option under Section 80C of income tax. You can claim up to Rs 1.5 Lakhs of deduction from your gross taxable income by investing an equal amount...

Aggressive hybrid funds are equity oriented hybrid mutual fund schemes which were earlier known as balanced funds. The schemes are mandated by SEBI to allocate 65% (minimum) to 80% of their portfolio to equity and equity related...