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...

Fifties is an interesting decade as you slow down and prepare for a life of retirement. This decade is the most fulfilling decade as you have amassed respectability in your profession. In your personal life your kids...

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...

ELSS Mutual Funds or Equity Linked Saving Schemes offer you a simple way to get tax benefits under Section 80C of The Income Tax Act 1961, while aiming to make the most of the potential of the equity market investing. Therefore, if the...

In our last post on this series we discussed how SWP from ICICI Prudential Balanced Fund was proved to be a good option if one was looking for regular returns by using the SWP method. Today we will analyze how the same worked for Reliance Regular...

Advisors and experts often mention that equity mutual funds are idle for investments as they provide long term capital gains and some schemes especially the ones under ELSS category qualify for tax rebate under Section 80C. The dividends received...

Initial Public Offerings garnered huge interest from investors in 2017. More than Rs 70,000 Crores, a record amount, was raised from 38 offerings. Companies from 18 different sectors raised funds through IPOs in Fiscal Year to date, 2018. 2017 saw...

If you want to invest in equities in India, there are two common avenues available to you. You can open demat and trading accounts with a stock-broker to buy or sell equity shares in the stock market. Alternatively, you can invest in equity mutual...

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...

If you had invested र 10 Lacs in SBI Magnum Global Fund - Regular Plan - Growth, 11 years back (date June 30, 2005) and started withdrawing र 8,000 per month after one year then the current value of your investment would have been र 46.19 Lacs even...