Most Popular Saving, Investing & Mutual Fund Articles

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...

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...

Consumption is one of the most attractive themes for equity investors in India. What makes the consumption theme very attractive for long term investors is that, it is both cyclical and defensive. The cyclical aspect of consumption enables...

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...

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...

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...

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...

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...

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...

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...