Latest Saving, Investing & Mutual Fund Articles

We recently celebrated National Education Day and Children’s Day. The birth anniversary of India’s first Education Minister, Maulana Abul Kalam Azad, on November 11th is celebrated as National Education Day. On this day, we not only remember the contributions of Maulana Azad towards the cause of...

A strong rally in the equity markets witnessed the Nifty 50 index crossing the historic 20,000 levels in September 2023. Since mid-September, we saw investors booking profits and the Nifty correcting nearly 700 points (as on October 20, 2023) from its historic all-time high. Since then the market has recovered...

Bajaj Finserv MF is launching a Balanced Advantage Fund. The New Fund Offer (NFO) will open for subscription on 24th November 2023 and close on 8th December 2023. The fund will follow a dynamic asset allocation model with a behavioural edge. What sets this fund apart from its peers is that it will...

Equity savings funds are hybrid mutual fund schemes which have minimum gross equity exposure 65% and minimum 10% exposure in debt. Equity savings funds can hedge their equity exposure to reduce their net equity risks. Arbitrage is defined as risk free profit, by exploiting pricing mismatches...

Asset allocation is one of the most important aspects of investing. Asset allocation balances risk and return with the objective of producing expected returns with optimal risk. Hybrid Aggressive Funds invest 65 - 80% of their assets in equity or equity related securities and 20 - 35% in debt and money market...

Kotak MF will shortly be launching Kotak Healthcare Fund NFO later this month. Kotak Healthcare Fund is an open ended thematic equity scheme which will invest in Pharmaceuticals, Healthcare and allied sectors. The NFO will open from subscription on November 20th 2023 and close on December 4th 2023. In this...

HDFC Top 100 Fund is one of the oldest large cap funds with a track record of nearly 27 years. Large cap funds are among the most popular mutual fund categories. Though from time to time midcap and small cap funds attract a lot of investor interest, large cap or large cap oriented funds usually...

LIC MF Multi Cap Fund has just completed a year. The fund has made an excellent start delivering around 17% CAGR returns since launch (as on 31st October 2023). The fund was able to outperform its benchmark index and create alphas for investors. Though 1 year is a relatively short period for evaluating a fund’s performance...

Quantitative investing or quant is a rule based investment strategy that uses mathematical and statistical techniques to make investment decisions. Since quant investments are based on mathematical models, there is very limited human intervention in quant investing. Quant funds are thematic equity mutual fund schemes which use quantitative investment strategies...

The last couple of months have been volatile for equity markets. Uncertainty about future interest rates and Israel / Hamas War is causing volatility. The Nifty corrected by more than 1,000 points, with buying support coming in at lower levels. In volatile market, reducing capital losses...