Most Popular Saving, Investing & Mutual Fund Articles

Balanced Funds are ideal investment options for first time mutual fund investors and also investors with a moderate appetite for volatility. Over a long time horizon top Balanced Funds have given investors excellent returns and helped them meet a...

In our last two posts we had discussed How SIPs in Diversified Equity Mutual Funds have created wealth over the last 15 years and How SIPs in Mid and Small Cap Mutual Funds have created wealth over last 10 years. We found amazing example...

The Principal Growth Fund has given excellent returns in the last four years after a superb turnaround in performance. This diversified equity flexicap fund was underperforming for many years but a major portfolio reshuffle in 2012...

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...

Best Tax Saving Investment Options: An Objective Review (Part 1 of 2) - Section 80C of Income Tax Act allows tax payers to claim deductions from their taxable income (upto Rs 1 Lakh) by investing in certain...

When it comes to investments made for the purpose of tax savings under Section 80C of Income Tax Act, Public Provident Fund (PPF), Life Insurance premiums and Equity Linked Savings Schemes (ELSS)...

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...

Funds with concentrated portfolios aim to generate higher alphas or outperformance versus the benchmark index, through stock picking abilities of their fund managers. Typically, these funds tend to be more...

Last one year has not been good for debt mutual fund investors. Interest rates, after declining for nearly three years bottomed out in the middle of 2017, have been on an upward trajectory since then. While, long term gilt funds, income funds etc...

How do you know if your mutual funds are performing well? We have investment objectives in our financial plans. Implicit in our plan are expectations on investment returns. Your equity fund may...