Most Popular Saving, Investing & Mutual Fund Articles

Multi-Asset funds are hybrid mutual fund schemes which invest in different asset classes like equity, fixed income, gold etc. The fund manager decides the proportional allocation to each asset class based on the market conditions with the objective of balancing risks and returns. Multi-asset...

A pension plan is an annuity product which generates income during retirement. At a very high level there are two types of...

With the first union budget of the new government only a few days away, the much awaited pre budget rally has finally arrived. The Sensex and Nifty have rallied to cross the psychological 25,000 and 7,700...

The Indian mutual fund industry has made great strides over the last few years with investors pumping in a record Rs 1.3 lakh Crores in equity mutual funds in 2017. However, the share of mutual fund assets in household savings is still very low...

Rs 1 lakh invested in Nippon India Large Cap Fund 10 years back would have multiplied more than 3.4 times (as on 31st May 2021) and grown to a value of Rs 3.4 lakhs. The scheme outperformed its benchmark index S&P BSE 100 TRI. The CAGR return of the scheme over the last 10 years was 12.9%, while that of...

UTI Flexi Cap Fund has been in existence for over 33 years now. This diversified equity fund, formerly known as UTI Equity Fund, invests across market capitalization segments. The fund has a strong track record of wealth creation and alpha generation. If you had invested Rs 1 lakh in the fund at the time of its...

Rs 1 lakh invested in Nippon India Large Cap Fund 10 years back would have multiplied more than 3 times (as on 22^nd November 2019) and grown to a value of Rs 3.13 lakhs. The systematic investment plan (SIP) performance of the scheme over the last 10 years is equally impressive. A monthly...

The last 5 years have been difficult for retail investors. Many investors saw significant value erosion in their equity assets and now that the Indian market has crossed the historical highs again, retail investors have...

The mutual funds are allocating a higher portion of their assets under management (AUM) to stocks in banking and finance sectors. As per the data published by the Securities and Exchange Board of India...

Exchange Traded Funds (ETFs) have been around in India for the last 13 years. However, ETFs have not gained as much popularity in our country, as they have in more developed markets. The commission...