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
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
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...Read More
In our previous articles, How Mutual Fund SIPs have created wealth over the last 15 years: Large Cap and Diversified Equity and Mutual Fund SIPs have created wealth over the last 10 years...Read More
A survey by IMRB International shows that India’s per capita retirement and pension assets as a percentage of Gross Domestic Product (GDP) is among the lowest compared to other economies like Germany, USA and Brazil. The survey also...Read More
Based on our interactions with investors and financial advisors, we see that there is a lot of interest in mutual fund dividends and Systematic Withdrawal Plan (SWP) as income solutions for investors. Many investors prefer dividend options for regular...Read More
In the bull market years of 2006 and 2007 many investors gravitated to infrastructure mutual funds in the hope of getting extraordinarily high returns in a very short time. In fact, infrastructure funds did give outstanding returns during those years...Read More
Infrastructure funds, which have been the biggest laggards in the last five years, are now making a strong comeback. Infrastructure sector funds, as a category, have given nearly 65% returns in the last year...Read More
With the March 31st deadline of making tax saving investments for Assessment Year 2017 – 2018 drawing closer, many investors would be looking at mutual fund Equity Linked Savings Schemes (ELSS) for tax planning purposes. ICICI Prudential...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