If you had invested in SBI Blue-chip Fund 3 years back, you would have made a tax free profit of nearly 75% till date (Dec 3, 2016). While we should acknowledge that, 2014 was a bumper year for the Indian stock market, 2015 / early 2016 was one of...Read More
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...Read More
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...Read More
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...Read 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...Read More
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...Read More
Balanced funds are ideal investment options for first time mutual fund investors. In equity markets there will always be periods when volatility will be very high. Depending on our investing temperament, some investors find high volatility very stressful...Read More
In this two part series, we selected top 7 Flexi Cap Funds based on CRISIL’s mutual fund ranking and Morningstar ratings. Each of these funds has delivered outstanding performance both in the short term and also...Read More
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)...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