Most Popular Saving, Investing & Mutual Fund Articles

Different asset classes have different risk / return characteristics and give different returns in different market conditions. The chart below shows calendar year returns of different asset classes over the last 10 years; BSE 100 TRI is used as the proxy for equity, CRISIL Short term Bond Fund Index for debt and MCX Gold futures for Gold...

Nippon India Mutual Fund has launched a new fund offer, Nippon India Innovation Fund. Nippon India Innovation Fund is a thematic equity fund. The NFO has opened for subscription on 9^th August and will close on 23^th August 2023. The minimum application amount is Rs 500. Investing in Innovation theme, which...

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...

On the close of trading session on Friday the market closed at historical highs on positive global cues. The Sensex and Nifty closed at 27,866 and 8,322 respectively. In the last 12 months the Nifty has given a return...

Yesterday we did a similar article From one market peak to another: How your SIPs are doing requested by some of our advisor friends. In the last article we covered SIP returns of some popular open ended schemes across...

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...

While the performance of equity funds last year had been in general, lackadaisical, the performance of the small and midcap funds category has been particularly tepid. The average return of small and midcap...

For those in your thirties, this is an important stage of your life. Gone are the carefree days of the twenties. Most likely, now you have a family and your responsibilities are increasing. With increasing responsibilities...

2024 has been a very interesting year for the Indian stock market. While the broad trend of the market has been bullish, we have also seen periods of volatility in certain pockets and even in the broad market. In the first half of the year Nifty 50 TRI (Total return Index) gave 11.3% return while the broader market...

In a previous article, we discussed that consistent performance should be one of the most important mutual fund selection criteria. Consistent performers aim to outperform the market and generate...