Global and Indian equities made a strong comeback in November after remaining volatile in October. The Nifty is back above the 20,000 level and the S&P 500 also posting strong gains in November. The Indian economy continues to be strong with Q2 GDP growth rate of 7.6% surprising...Read More
Axis Midcap Fund is one best performing midcap equity funds in the last 3 to 5 years period. The fund was ranked 1 in terms of trailing returns over the last 3 and 5 years (ending 17th November 2020) respectively. The scheme was launched in February 2011 and has given 16.9% compounded annual returns (CAGR) since inception (as on...Read More
Franklin Templeton MF has launched a new diversified equity fund, Franklin India Multi Cap Fund. The New Fund Offer opened for subscription on 8th July and will close on 22nd July 2024. This open ended equity mutual fund scheme will invest in all three market cap segments, large cap, midcap and small cap, with minimum...Read More
Mirae Asset Large Cap Fund has recently completed 15 years. If you invested Rs 1 lakh in Mirae Asset Large Cap Fund at the time of its NFO, your investment would have grown to Rs 7.75 lakhs (as on 1st April 2023). The chart below shows how your investment would have grown over the last 15 years despite many...Read More
Mr. Kartik Mahadevan is a salaried individual holding a senior position in a telecom company. He is always hard pressed for time and has been postponing his own financial planning to a future date. On...Read More
In the first part of this series, Technology is reshaping our world: Financial advisors should embrace technology: Part 1, we discussed how technology is re-shaping the financial services landscape and in the second part we discussed How can...Read More
Aggressive Hybrid Funds are excellent investment options for investors who want capital appreciation in the long term, but do not have appetite for high volatility. These funds invest 65 to 80% of their asset corpus in equity and equity related...Read More
It was a Tuesday afternoon, around two years ago, when Priya Nath (name changed) met us for the first time. Priya was a thirty four year old single mother of an eight year old daughter, Aditi (name changed)...Read More
We are in the middle of the festive season and this time of the year, as per Indian cultural tradition, is auspicious for buying Gold. Gold is also seen as an important asset class from an investment viewpoint. Long term growth in Gold value makes it a hedge against inflation. Gold is also a risk diversification...Read More
Nippon India Mutual Fund is launching Nippon India Nifty Alpha Low Volatility 30 Index Fund NFO. This is a passive fund which will track the Nifty Alpha Low Volatility 30 Index. The Nifty Alpha Low Volatility 30 Index is multi-factor index, which will comprise of the top 30 stocks based on alpha...Read More