Most Popular Saving, Investing & Mutual Fund Articles

Before purchasing any financial product there are a few basic questions that an investor should ask oneself such as; does the asset fit in his risk reward matrix and investment needs; what is the financial goal for which you are purchasing this...

SBI Large & Midcap Fund has completed 30 years. If you had invested Rs 1 lakh in SBI Large and Midcap Fund (erstwhile SBI Magnum Multiplier Fund) at the time of its inception in February 1993, your investment would have grown to Rs 58 lakhs (as on 27^th March 2023). Rs 10,000 monthly SIP in the scheme over the last 20...

Through this below note and example, we are attempting to simplify the understanding. Hence, we have taken only actively managed equity funds as an example & as it also forms a bulk of the industry AUM today. (The article does not include any information on ETF, FOF & Index Funds & its proposals, if any). Now, will this really...

Global equity markets turned volatile in 2022, due to high inflation, interest rate hikes by the central banks and the War in Ukraine. Most markets around the world went into the bear territory. The S&P 500 was down nearly 20%, NASDAQ down 33%, Hang Seng (Hong Kong) down 15%, DAX (Germany) down 12% and the Nikkei (Japan)...

Canara Robeco Mutual Fund has launched a thematic fund NFO, Canara Robeco Manufacturing Fund. The fund will invest in companies from different industry sectors that come under the manufacturing theme. The Government with its “Make in India” policy aims to make India a global manufacturing hub. Changing global...

Retirement is something which is a looming eventuality for every middle-aged individual. While in the young adult stage of our lives, wearebusy planning for our children’s stable future and acquiring assets, the middle ages is the stage when...

SBI Mutual Fund launched SBI Balanced Advantage Fund last year in August. The scheme manages its asset allocation dynamically based on valuations and some other parameters. SEBI does not have asset allocation upper and lower limits for dynamic asset allocation funds or balanced advantage funds. In other words...

Services Sector is one of the most attractive sectors for equity investors in India. Service sector growth in India is led by rising purchasing power, fast growth in social mobility and increasing urbanization needs. Over and above this, outsourcing by foreign companies in the business services, BPO and IT services segment have given Services sector in...

If you invested Rs 1 lakh in Nippon India Growth Fund at the time of its launch 28 years back, your investment would have grown to over Rs 3 crores. Nippon India Growth Fund’s journey is also largely a part of India’s economic growth post liberalization. From some of the worst economic...

We are approaching the end of 2023 and there is just 3 months left to complete your tax planning for FY 2023-24. If you have not done your tax planning yet, then you should start at the earliest. Tax payers can claim deductions of up to Rs 1.5 lakhs every year from their gross taxable income...