Mutual Funds Articles

We have stressed the importance of performance consistency for mutual funds a number of times in our blog. For the benefit of all our readers, let us briefly explain why performance consistency should be the most important factor in fund...

When it comes to expectations of return on investments, there are broadly two types of investors. The first type of investors seeks higher returns with an objective of multiplying their investments over a period of time, and using investments to...

Most retail investors think only of the pharmaceuticals sector in the healthcare theme. However, healthcare is a much broader theme than pharmaceuticals – pharmaceuticals sector is a subset of the healthcare space. The global...

From time to time, investors find midcap stocks and funds very attractive. 2014 to 2017 was a fabulous period for midcap mutual funds, with some mutual funds delivering 20%+ CAGR returns during this period. Investors flocked to these...

Planning is essential for achieving our dreams and aspirations. Aspirations are dynamic and keep changing over different stages of life. As students, academic excellence, for some, professional qualification and finally getting the dream job...

The FMCG sector has historically been a favorite among equity investors because it is seen as an all - weather sector. There are two important reasons why FMCG sector is preferred by investors. Firstly, it is seen as a defensive sector i.e. it...

The increasing cost of living is shrinking our wallets. Cost of many items of regular use has increased 5 to 7 times in the last 20 years; our income has not increased in the same proportion. As a result we are saving less and less on proportional and...

Indiabulls Bluechip Fund has beaten the CRISIL – AMFI Large Cap Index in financial year 2017 – 18. In our March blog (refer to our post, Why large cap equity mutual funds will always be a flavor for investing), we had mentioned that...

Over the past few years, we have reviewed a number of large cap funds for the benefit of our readers. One scheme which stood out for its performance consistency over the last 3 to 4 years was Aditya Birla Sun Life Frontline...

While large cap mutual funds are seen as all-weather funds, diversified multi-cap equity mutual funds, which invest in stocks across different market cap segments and industry sectors, are seen by many investment experts as the ideal...