In our last three posts on this SWP series, we found how SWP from ICICI Prudential Balanced Fund, Reliance Regular Savings Fund Balanced option and Birla Sun Life Balanced 95 Fund were good options if you were looking for regular returns by using...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
It is a private advisory firm which caters primarily to the financial management needs of ultra-high net worth individuals (ultra HNIs) and families. There is no universally applicable definition for either ultra...Read More
One of the oldest tax saving mutual funds in India, SBI Magnum Taxgain Scheme 93, has continued to deliver strong returns even in the recent past. SBI Magnum Taxgain Scheme delivered over 20% returns in the last...Read More
Every Investor and Advisor is focused on trying to achieve consistently above average returns by investing in the BEST Asset Class. No Single Asset Class consistently beats all other asset classes at all points of time...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
In the last 5 years, Mirae Asset Emerging Bluechip Fund has emerged as the best performer in the large and midcap equity funds segment (please see top performing large and midcap funds in our MF Research section). For the benefit of readers...Read More
Birla Sun Life India Gennext Fund is relatively less well known mutual fund scheme with an AUM base of just around र 360 crores. However, this fund is among the top mutual funds in terms of wealth creation for investors over the last 10 years. If you started a...Read More
This year has been especially volatile for equity markets in India. The Sensex has fallen by 10% over the past one month. If we compare with the all time high in early March, the Sensex is down over 15% (as on Sep 2)...Read More