Most Popular Saving, Investing & Mutual Fund Articles

Midcaps and small cap stocks had a dream run from 2014 to 2017. Top performing small / midcap equity mutual funds gave around 20% annualized returns over the last 3 years. Naturally midcap and small cap mutual funds were the flavors of the...

The healthcare cost inflation in India, based on some estimates, is in the range of 20 – 25%. A serious illness in the family can cause severe financial distress. Health or medical insurance is an essential need to safeguard our health and financial well...

For parents who want to save for their children’s education or marriage, mutual fund is the best investment option. Since children’s education or marriage is a long term financial objective, like retirement...

The Finance Minister announced some important changes to the personal income tax front in the 2014 Budget. We will discuss these changes and the implications for tax payers in this blog...

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...

In 2007 legendary investor Warren Buffet made a million dollar wager against a hedge fund manager that a simple S&P 500 index fund would outperform a selection of actively managed funds over a 10 year period. The bet’s timeline...

Morningstar recently announced the Morningstar India Fund Awards, recognising funds and fund houses that added the most value for investors within the context of their relevant peer group in the past year...

If you started a monthly SIP of र 5,000 in SBI Small and Midcap Fund 5 years back, your investment value would have been over र 6.31 lacs by May 23, 2016 (Source: Advisorkhoj Research). In other words, you would have made a profit of र 3.3 lacs...

The midcap stocks which had been trailing the large cap stocks for the greater part of 2013, in terms of returns, caught up with the large cap stocks by the end of the year, and over the past few months, especially after...

Tax planning is an important financial objective of any person. Tax planning starts when a person starts working and continues almost through-out one’s life, even after retirement. While there are various aspects...