Most Popular Saving, Investing & Mutual Fund Articles

Asset allocation is one of the most important aspects of financial planning. The purpose of asset allocation is to balance risk and return in your portfolio. Quantum Mutual Fund’s 12 – 20 – 80* asset allocation strategy is aimed at building a balanced diversified portfolio which invests across different asset classes. The long...

There are divergent views on this topic among financial advisors. A majority of financial advisors that I know think that social media has limited use in their businesses. However, I know some advisors have been very successful in leveraging...

We keep hearing that it is very easy to lose money by investing in share markets. It is true that equity markets are risky. But it is also true that equity as an asset class has the potential to create wealth. How can...

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...

Savvy investors who have been following the equity markets would have surely observed that certain industry sectors outperform the market over certain market cycles. Over the last 3 years, the IT sector has...

Nippon India Mutual Fund has recently launched a new fund offer (NFO), Nippon India Nifty 500 Momentum 50 Index Fund. This is a passive smart beta fund, which will track the Nifty 500 Momentum 50 Index. Nippon India MF is one of the leading asset management companies in passive products with an...

You have started investing but performances are far worse than what you anticipated. You soon start to make losses because of the falling markets. At first you ignored the phenomenon because it was a quick dip and would recover. However, instead of...

In this article we will review the Nippon India Vision Fund (Gr). If you had started Rs 10,000/- monthly SIP in Nippon India Vision Fund (Gr) at its inception, it would have grown to a whopping Rs 9.33 Crores with a cumulative invested amount of Rs 34.2 Lakhs only. This fund was started in October 1995 and over the years...

SBI Large & Midcap Fund has completed 30 years. If you had invested Rs 1 lakh in SBI Large and Midcap Fund (erstwhile SBI Magnum Multiplier Fund) at the time of its inception in February 1993, your investment would have grown to Rs 58 lakhs (as on 27^th March 2023). Rs 10,000 monthly SIP in the scheme over the last 20...

If you had started a monthly Systematic Investment Plan of र 10,000 in Reliance Tax Saver Fund 10 years back, by now you would have accumulated a corpus of nearly र 28.51 Lakhs with a cumulative investment of just र 12 lacs. In fact Reliance Tax Saver...