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...

Parents hold a special place in almost all of our hearts. They gave birth to us, cared for us, raised us and provided with all the suitable, sometimes best, necessities and often sacrificed their dreams for our future. We respect our parents and try to take care of...

In the previous article of this series, Tax Planning at different stages of life – Part 1, we have discussed some tax planning ideas for people in the age group of 20 – 30 years and 30 – 40 years. Tax planning is an...

Investors often tend to ignore the impact of taxes on their investment planning. Taxes, however, have a significant impact on the returns earned by the investor and therefore investors should pay due attention...

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...

In the Union Budget of 2021, interest on PF contributions (contribution made by the employee) above Rs 2.5 lakhs will be taxable as per the income tax rate of the employee. This has caused concerns among many salaried investors. In this article, we will discuss about who will get affected by this, how they will be impacted and possible...

Investing is not just about investing your saved up money and then forgetting about it. It is a means of generating a second source of income. Just the way you work hard to generate your primary income, at the initial stage even investing will...

SBI Magnum Multicap Fund was launched 12 years back in September 2005. If you had invested Rs 100,000 in the scheme when it was launched, then its investment value now would have been around Rs 4.56 lakhs. The fund gave absolute return of...

Lots of people choose the profession of an insurance advisor. Some people treat selling insurance as a part time vocation, while others choose it as a full time career. Irrespective of part time or full time nature...