Mutual Funds Articles

We often get queries from investors, enquiring about best debt mutual funds. Some investors want stable income and low volatility in a rising interest rate scenario; accrual based short duration debt funds are suited for such investors. Some...

Midcap and Small Cap equity mutual funds had a dream run from 2014 to 2017. During this period the Nifty Midcap 100 and Nifty Small Cap 100 indices grew at a CAGR of 28% each. Midcap and small cap mutual funds were able to give...

With rise in short term yields, the spread between the 2 year and 10 year Government bond yield has narrowed to just 12 bps, this is a good time to invest in debt mutual funds which invest in corporate bonds to lock in the high yields...

The not so secret recipe in the wealth creation is the “power of compounding”. The concept of compounding is simple. Power of compounding is nothing but interest earned on interest or profits earned on profits. The power of compounding over...

Equity Linked Savings Schemes not only helps investors save taxes under Section 80C of Income Tax Act 1961, they can also help investors to create substantial wealth in the long term. Rs 1 lakh invested in ICICI Prudential Long Term Equity...

LIC Mutual Fund Unit Linked Insurance Scheme is an investment cum insurance product, which offers investments in equity oriented hybrid asset class along with life insurance cover. Launched in 1989, the Unit Linked Insurance Scheme is one...

One of the biggest benefits of SEBI’s Mutual Fund Scheme re-classification initiative is that, investors now have a clearer idea about the market cap composition and risk characteristics of a mutual fund scheme. Large and midcap...

Bank Fixed Deposits and Government Small Savings Schemes are automatic investment choices for vast majority of risk-averse investors in our country. While these schemestheoretically give risk free return, one has to look at risk through...

As part of SEBI’s directive on mutual fund scheme rationalization and re-classification, some new scheme categories have been created to help investors understand the investment characteristics of different mutual fund schemes...

With the onset of volatility in the stock market earlier this year, dynamic asset allocation hybrid funds are in flavor with investors. As part of SEBI’s mutual fund re-classification initiative, dynamic asset allocation funds or balanced advantage...