Mutual Funds Articles

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...

The last one year has been very good for mid and small cap funds. Mid and small cap funds have generated significantly superior returns relative to large cap and diversified equity funds categories over the last 1, 3, 5 and even 10 year periods, as can be...

The Narendra Modi Government in India has, since its inception, made infrastructure, the most important priority area, as far as fiscal policy is concerned. Budgetary allocations to infrastructure are on an increasing trend since the current Government...

2017 has begun on a very promising note for Indian equities, especially large cap stocks and mutual funds. The Nifty is already up nearly 9% in the first two months. Birla Sun Life Frontline Equity Fund, one of the best performing large cap funds over...

With the March 31^st deadline of making tax saving investments for Assessment Year 2017 – 2018 drawing closer, many investors would be looking at mutual fund Equity Linked Savings Schemes (ELSS) for tax planning purposes. ICICI Prudential...

If you want to invest in equities in India, there are two common avenues available to you. You can open demat and trading accounts with a stock-broker to buy or sell equity shares in the stock market. Alternatively, you can invest in equity mutual...

Balanced Funds have been around in Indian Mutual Industry for nearly 25 years now. Balanced funds are essentially hybrid funds with both debt and equity in its portfolio to balance the risk. The Balanced fund portfolios typically hold up to 65-70% of its...

ICICI Prudential MIP 25 has been one of the most consistent mutual fund Monthly Income Plans (MIPs) over the last 5 years. The fund has consistently been in the top two quartiles every year over the last 5 years (please see the Most Consistent Debt...