Latest Saving, Investing & Mutual Fund Articles

The Coronavirus pandemic has caused massive disruptions in many people’s lives. Several million people all over the world got infected by the disease and more than half a million tragically lost their lives. India also has been badly hit by the pandemic with several thousand fatalities. We went through a two month lockdown and there are...

According to SEBI, stocks whose market Capitalizations are smaller than the 250th company by market Cap are classified as SmallCap stocks. SmallCap companies tend to be newer companies or emerging companies which have not yet reached the scale of operations associated with Mid Cap companies. These companies can be in sectors...

Many investors still think of mutual funds as a way of investing in equities. As per AMFI, nearly 70% of retail and HNI assets were invested in equity funds in August 2020. However, mutual funds offer investment solution for a variety of investment needs for investors in all age groups. You can invest in mutual funds to park money for...

Principal Mutual Fund has launched a large cap fund NFO. As per SEBI’s mandate large cap funds need to invest at least 80% of their assets in the Top 100 companies by market capitalization. Principal Large Cap Fund will invest 80 – 85% of its assets in Indian large cap companies. The scheme will also invest up to 15% in 500 large cap...

With bank deposit interest rates on a declining trend, investor interest in debt mutual funds has been rising over the past few years. Debt funds not only provide diversification benefits and relative stability to your investment portfolio, they are more tax efficient compared to the traditional fixed income investment options like Bank FDs...

Children’s future is the most important concern for all parents. Child’s higher education, career and marriage are among the most important milestones of the life-stage of investors. With growing economic opportunities in the country, aspirations are also changing compared to what it was one or two generations back. In the past, parents...

Dynamic asset allocation funds or Balanced Advantage Funds are a type of hybrid mutual funds. Hybrid mutual funds invest in multiple asset classes e.g. equity, fixed income etc. These schemes work on the principle of asset allocation, a strategy to balance risk and returns by investing in different asset classes. These funds have a...

Financial advisor is a person who help investors in undertaking investmentdecisions to achieve a desired goal. There are generally 2 types of financial advisors – mutual fund distributors and registered investment advisors (RIAs). Mutual fund distributors are registered with AMFI and sell mutual fund products to investors. They get a...

Axis Mutual Fund is launching a New Fund Offer (NFO) which will invest in global equities. The NFO is a fund of fund investing in Schroder International Selection Fund Global Equity Alpha. Schroder is one of the leading Asset Management Companies (AMC) of the world. The underlying fund, Schroder International Selection Fund...

As per SEBI guidelines, focused equity funds is a category of mutual fund schemes where each scheme is focused on a few stocks – the maximum number of stocks a focused equity fund can invest in is 30. These schemes are less diversified than schemes which invest in a larger number of stocks and thus have higher...