Balanced Mutual Funds are hybrid equity oriented mutual fund schemes. These funds usually invest 65 – 75% of their portfolio in equity securities and the remaining in debt or money market instruments. The hybrid portfolio moderates the fund volatility to a...Read More
Balanced funds are attractive investment options for first time mutual fund investors and investors with moderate risk tolerance, especially during periods of high volatility. In fact over the last year balanced funds on an average have...Read More
The infrastructure sector in India comprises of power, telecommunications, roads, railways, ports, airports, irrigation etc. Infrastructure funds are thematic equity mutual fund schemes which invest in stocks that are associated with the infrastructure sector. Infra funds usually invest in power, cement and construction, oil...Read More
Today let us explore how SIPs in Thematic Equity Mutual Funds have created wealth for the investors over the last 10 years. But, let us first understand what Thematic Funds are. Thematic Funds are equity mutual funds that invest in stocks based on a...Read More
When picking a mutual fund for your investment consistent performance should be one of the most important selection criteria. While investors should invest in mutual funds with a long time horizon to create wealth...Read More
There is growing awareness of mutual funds in our country among retail investors. Retail mutual fund folios grew by over 15 lacs, a new record, in the quarter ending September 30, 2015. This was the fourth successive record quarter on...Read More
In the last one year the Sensex rose by 44% generating fabulous returns for many equity investors. If we look at mutual funds, the returns have exceeded even the Sensex returns. Large cap equity mutual funds...Read More
Balanced funds have been around in India for nearly two decades and Birla Sunlife 95 is one of the oldest schemes with one of the best track record of performance in this category. Balanced funds are essentially...Read More
In our previous article, Best Diversified Equity funds for SIP in the last 5 years, we had looked at the top 10 diversified equity funds in terms of 5 year Systematic Investment Plan (SIP) returns. Small and...Read More
In our article, Top 5 short term debt mutual funds in 2015, we had reviewed some of the best short term debt funds based on certain criteria. While short term debt funds are ideal for conservative investors looking for stable returns over...Read More