As part of SEBI’s directive on mutual fund scheme rationalization and re-classification, some new scheme categories have been created to help investors understand the investment characteristics of different mutual fund schemes...Read More
Performance consistency in mutual funds, in our view, is one of the most important attributes of superior long term returns and wealth creation for investors. Consistent performers may not always be the best performer in a particular year, but...Read More
For many investors tax saving is usually a once in year investment exercise to save up to Rs 46,350 in taxes under Section 80C of Income Tax Act. However, tax saving investments can also help you meet your long term financial...Read More
If you thought only ghosts could make horror stories let me tell you horror stories with humans as protagonists. It is only natural that we feel so safe and secured in our lives that we assume nothing could possibly...Read More
It is common knowledge in finance that equities as an asset class delivers superior returns over the long term, and as such is one of the best investment options for investors with high risk appetites. However, for...Read More
Small cap stocks, i.e. stocks below the top 250 stocks by market capitalization, offer investors exponential growth opportunities. Since these stocks are under-researched and under-owned by the by...Read More
There are concerns and there are more concerns about the fund performance, sector performance, open ended fund performance, close ended fund performance of Mutual Funds. In all this, what we...Read More
After a prolonged period of volatility, the Nifty has stabilized and is consolidating near the all time highs. Even the broader market has shown solid signs of recovery, with Nifty Midcap 100 trading nearly 15% higher than its all time low. While historical data shows that equity is the best performing asset...Read More
Rs 1 lakh invested in Nippon India Large Cap Fund 10 years back would have multiplied more than 3 times (as on 22nd 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...Read More
Indiabulls Bluechip Fund has beaten the CRISIL – AMFI Large Cap Index in financial year 2017 – 18. In our March blog (refer to our post, Why large cap equity mutual funds will always be a flavor for investing), we had mentioned that...Read More