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...Read More
Whole Life plan provides life insurance cover for the entire life of a person or 100 years, which is less. Unlike fixed term plans or endowment policies, whole life insurance policies provide financial security throughout...Read More
We have often heard that recent performance of a mutual fund is not always a good indicator of future performance. Yet some financial advisers cite last one year returns when selling mutual funds. In this article...Read More
In our previous article, Elections results and equity market, we had discussed how equity markets performed after each election and during the terms of the respective governments. We had seen that the impact...Read More
Equity mutual funds have on an average done extremely well in the last 3 years. Equity funds belonging to the large cap category have given average trailing annualized 3 years returns of 18.2%. The top performer...Read More
Reliance Tax Saver Fund, which was one of the best performance ELSS a couple of years back, has slipped a bit in rankings based on short term performance, but in our view it still remains a good ELSS mutual fund for investors with long...Read More
Mutual funds are wonderful investment options for meeting a variety of financial goals. However, a common problem which retail investors often face is the problem of too many choices. One of main...Read More
Axis Flexi Cap Fund (formerly Axis Multi-cap Fund) completed 3 years in November 2020. 3 year performance period is usually a good horizon to evaluate the performance of a fund. The chart below shows the growth of Rs 10,000 in the scheme since its inception. You can see that the scheme was able to...Read More
The Reliance CPSE ETF was over-subscribed 4 times first day. As per a Business Today report, the anchor investors put in Rs 6,000 versus Rs 1,500 crores reserved for them. For the benefit of our readers, anchor investors are institutional investors who...Read More
When one talks about investments especially equity with a long-term horizon, it does not mean that once the investment is done the investor should forget about it for the next few years. Though it is the fund manager’s job to make sure that...Read More