Mutual Funds Articles

In our previous article we had discussed how to effectively study the key information elements presented in the factsheet for equity funds. In this article, we will discuss to effectively evaluate the information...

Most mutual fund houses usually publish monthly reports, also known as factsheet that contain critical information for each scheme. The fact sheet contain the scheme objectives, important information related...

In the previous article, we discussed that you can earn higher returns by parking your surplus cash in like liquid funds, instead of leaving it in your savings bank accounts. While savings bank pays...

Where do we park our surplus cash? Most of us keep it in our savings bank account. If we need to use the cash on a regular basis, savings bank indeed is the best option. It is safe and it is convenient...

When it comes to mutual funds or equity investing, various perceptions are usually at play in the minds of the investors. Share markets are speculative. They can give good returns, but the investor can also...

DSP BlackRock Micro Cap Fund aims to generate superior returns by investing in a diversified portfolio of small and mid-cap companies with high growth potential. In this fund a majority of the portfolio...

Is Systematic Investment Plan (SIP) a better investment option than Lump Sum? This is an old debate and has been going on ever since SIPs were introduced in India. Most financial advisors argue in favour...

In a previous article we had discussed that, in the last one year top performing Mutual Fund Fixed Maturity Plans have given better returns than bank fixed deposits even on a pre tax basis. On a post tax...

This is either a rookie mistake on part of the investor or deliberate mis-selling by the distributor or financial adviser. Par value of a mutual fund unit is meaningless, because the unit by itself has no value...

Balanced funds are excellent investment options for investors with moderate risk tolerance, since they give very good risk adjusted returns. It is very surprising why balanced funds are not nearly as popular as...