Most Popular Saving, Investing & Mutual Fund Articles

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...

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...

Global financial markets have been roiled after outbreak of war in the middle east. The war has caused major disruptions in global oil and gas supplies. Brent crude price has surged past $100 per barrel. The Dow Jones is down 6% since the war began. The Nifty 50 has fallen by 9% and is now close to 23,000 level while the Sensex...

The profit made by a company from its operations is known as the operating profit or in accounting terms, EBITDA (Earnings before Interest, Depreciation and Amortization). From EBITDA, the company pays interest to its lenders. Depreciation and amortization, which are non-cash items, are also deducted from...

About one year back, I read a funny article in article written by Morgan Housel in the popular US investment journal The Motley Fool. It was about excessive use of certain jargons by investment experts and financial...

As kids, do you remember writing a spelling or a answer on a piece of paper to make sure you remember, maybe before exams. I am sure, we all know the reason and benefits of doing this. Holding on to the same...

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...

Equity markets never move in one direction only. Market advances or declines based on a variety of factors on a day to day basis. Sometimes the movement against the market trend can sustain for days and weeks...

Small caps have outperformed ever since the market started recovering after the COVID-19 crash in 2020. Small caps outperformed in CY 2020 and 2021, but they underperformed in CY 2022. The 2022 correction made small caps attractive, and they bounced back strongly in 2023. Small cap funds saw a huge...