In the last 3 years, Principal Balanced Fund gave 16.7% annualized returns, the highest among all equity oriented balanced funds in the industry (please refer to Advisorkhoj research tool, Top Performing Balanced Fund Equity Oriented). Even...Read More
This has been a great year for Indian stocks. Year to date the Nifty has given nearly 25% returns. While years like 2017 are great for investor sentiment, we would like to reiterate that equity as an asset class is volatile in nature. Over the last 28...Read More
Investors can save up to Rs 46,350 in taxes per year by investing up to Rs 1.5 Lakhs in certain schemes specified under Section 80C of the Income Tax Act 1961. Public Provident Fund, National Savings Certificates, 5 year Tax Saving Fixed...Read More
In the Advisorkhoj blog, we have often stressed the importance of selecting consistent performers for your long term mutual fund portfolios. Many investors select mutual funds based on last 1 or 2 years performance, but investors should...Read More
Equity Linked Savings Scheme (ELSS) is one of the most popular tax saving investments under section 80C of the Income Tax Act 1961. By investing in ELSS, the investors can avail three benefits - Tax savings, capital appreciation and tax...Read More
When making short term investments, safety and liquidity are very important considerations for investors. Equity as an asset class is generally not suitable for short term investments because it is more volatile than fixed income or debt. So...Read More
Bharat 22 is an Exchange Traded Fund (ETF) offering by the Government of India to sell its stake in 22 companies to the public; this is part of Rs 72,500 Crore disinvestment target of the Government for FY 2017 – 2018. Bharat 22 is the...Read More
Balanced funds are attractive investment options for first time mutual fund investors and investors with moderate risk capacities. Balanced Funds are hybrid equity oriented funds with more than 65% allocation to equity and the balance to debt...Read More
ICICI Prudential Multicap Fund was launched nearly 23 years back. If you invested Rs 10,000 in the scheme when it was launched, then its investment value now would be around Rs 2.62 lakhs. The performance of this scheme in the last 5 years has been...Read More
The importance of rural India in the political and economic context of our country can never be overstated. The rural economy has always been a priority area for governments both in the centre and in the states since our independence. A good...Read More