Most Popular Saving, Investing & Mutual Fund Articles

Retirement planning is one of the most important aspects of financial planning. The fundamental goal of retirement planning is to achieve financial independence in your retirement years. The other important...

Balanced funds have at least 65% asset allocation in equity or equity related securities and the remaining portion in fixed income securities. Fixed income (or debt) as an asset class is subject to less price volatility relative to equity and therefore...

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...

The Indian economy is on the cusp of bouncing back from the crunching slowdown of the past few years, which offers excellent opportunity for long-term investors - With many comprehensive measures...

In recent past, the word "direct plan" has created the buzz among the Mutual Fund Investors and has gained popularity. Direct plan may seem to be getting popular but I think Investor should not rush towards direct...

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...

As the financial year draws to a close, investors who still have tax saving investments to make under section 80C, should evaluate Equity Linked Savings Scheme. Equity Linked Savings Scheme (ELSS)...

In our earlier posts on SWPs (Systematic withdrawal plan), we discussed how SWPs from Balanced Mutual Fund schemes could be a very good option for investors looking for regular returns from their investments post retirement etc. The fund we will...

The Kotak Select Focus fund has delivered superior returns compared to the category of diversified equity funds and the S&P BSE 100 index, over the last one, two and three years’ time periods. The fund adopts an active...

Interest rate cuts by the Reserve Bank of India (RBI) are usually good for the economy. It reduces the borrowing costs of business, which in turn leads to incremental economic activity, higher employment rates and higher GDP growth. The stock and...