ICICI Prudential Focused Bluechip Equity Fund has delivered outstanding risk adjusted performance relative to its peer set, ever since its launch in 2008. Even in the last one year, when equity market conditions have been difficult, ICICI Prudential...Read More
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...Read More
One of the biggest benefits of SEBI’s Mutual Fund Scheme re-classification initiative is that, investors now have a clearer idea about the market cap composition and risk characteristics of a mutual fund scheme. Large and midcap...Read More
Equity Savings Funds are equity oriented hybrid funds whose risk profiles are more moderate (lower risk) than the traditional balanced funds and yet they enjoy the tax advantage of balanced funds. Balanced Funds allocate at least 65% of their assets...Read More
Equity Savings Funds are a relatively new mutual fund product category. These are equity oriented hybrid funds similar to balanced funds, but the risk profile of these funds are more moderate (lower risk) compared to balanced funds. Balanced Funds...Read More
10,000 crore AUM is an important landmark for equity mutual fund schemes and Mirae Asset India Equity Fund has recently crossed this landmark. Popularity of this fund among Indian mutual fund investors comes on back of strong performance...Read More
The Bank of India Manufacturing and Infrastructure Fund was launched in March 2010. This is a thematic fund which invests in stocks in the infrastructure and manufacturing sector. With assets under management of 338.69 Cr as on 31st May 2024, the TER of the Regular Growth option of the fund stood at 2.41% as on the...Read More
In this series we have discussed some key financial management principles to be followed at various age groups, the twenties, thirties and forties. By the time you reach your fifties, you should have checked off...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
For those in your 60s, these are the golden years. You have worked long and hard to deserve a very happy and fulfilling retirement. The pleasure of seeing your children settled and your grandchildren...Read More