Latest Saving, Investing & Mutual Fund Articles

Nippon India Mutual Fund has launched a Vintage Funds Offer for 3 of its equity mutual fund schemes, Nippon India Growth Fund, Nippon India Power and Infra Fund and Nippon India Multicap Fund. All three schemes have long term track record of wealth creation across multiple market cycles. These schemes have multiplied...

Blue chip stocks are very large corporations with strong nationwide or even global reputations. Based on market capitalization, they are the largest of the large cap stocks. A blue chip fund invests primarily in blue chip stocks. As per SEBI’s categorization of mutual fund schemes, blue chip funds are large cap funds...

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...

Nippon India Mutual Fund has launched Nippon India Silver ETF and Nippon India Silver ETF FOF. The fund of funds (FOF) will invest in units of Nippon India Silver ETF. While gold Exchange Traded Funds (ETFs) have been around in India for some, silver ETFs are very new. Nippon India Silver ETF is one of only 3 silver ETFs announced so...

Market capitalization typically tells us how much a company is worth. Market capitalization of a stock is the market price of the stock multiplied by the number of total outstanding shares. Stocks can be classified into different segments based on their market capitalization. According to SEBI, there are three market capitalization...

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...

During your working life, you need to save and accumulate a sufficiently large corpus which can meet the income needs of your retired life. Unfortunately, many investors in our country do not give much importance to retirement planning until the later stages of their working career. We will discuss retirement planning in this...

Special situations refer to changes or developments which can potentially have a large impact on the financial performance of a company. These developments may include capital restructuring, mergers and acquisitions, ownership change, new technology, new regulations, major disruptive events e.g. COVID-19 etc. These special...

Asset allocation is one of the most important aspects of financial planning. The purpose of asset allocation is to balance risk and return in your portfolio. Quantum Mutual Fund’s 12 – 20 – 80* asset allocation strategy is aimed at building a balanced diversified portfolio which invests across different asset classes. The long...

Investors around the world usually prefer to invest in domestic equities, but investors in developed markets also allocate a portion of their investment portfolio to international equities. In recent times, we are also seeing growing interest about global products among retail investors in India. Several global products were launched...