Mutual Funds Articles

Consistent performance, in our view, should be most important selection criterion for mutual funds. While consistent performance is important for all categories of mutual funds, it is especially significant for long term debt funds (or income funds). This is...

Mutual Fund Systematic Investment Plans or SIPs were introduced in India way back in 1993 by Franklin Templeton Mutual Fund. Since then investing through SIPs have come a long way according to data provided by Association of Mutual Funds in India...

Systematic Investment Plans (SIPs) are one of the most perplexing investment instruments. While most new investors are wary of them, a lot of seasoned investors too have struggled to get their SIP strategy right.So, before jumping on to...

An investor who put Rs 1 lakh in Reliance Growth Fund in its NFO in October 1995 would now be sitting on more than Rs 1 Crore. The phenomenal wealth creation story of Reliance Growth Fund over the years is known to many mutual fund investors and...

An investment of Rs 1 lakh in DSP BlackRock Equity Fund New Fund Offer (NFO), 20 years back, would have grown to around Rs 44 lakhs today. The return of this diversified equity mutual fund scheme since inception is a great example of the...

In the last one year ICICI Prudential Top 100 fund gave more than 28% returns and is one of the best performing large cap funds. The nearly 20 year old fund has a great history of wealth creation giving almost 20% annualized returns since inception...

Investment awareness in India has improved over the past few years, but I am still surprised that many people instinctively associate equities with share trading. This association shapes the risk perception of people towards equity as an asset...

FY 2017 was a good year for equity investors; the Nifty gave over 18% returns in the last one year and 12% returns in the last three months. The January to March quarter was stellar not just for the Indian equity market, but stock markets around the world...

In the last 3 years, SBI Magnum Equity Fund has given around 18% annualized returns versus 12% annualized Nifty returns. This large cap fund underperformed slightly in 2013 but bounced back strongly in 2014 and has been in the top 2 performance...

As you know investments in equity or equity oriented mutual funds are suitable to investors with moderately high to high risk profile. Within the equity funds categories, mid & small cap funds and sectoral funds have the highest risk. However, if you can...