Latest Saving, Investing & Mutual Fund Articles

Midcap mutual funds are equity mutual fund schemes which invest at least 65% of their assets in midcap stocks. SEBI classifies the top 100 stocks by market capitalization as large cap stocks, the next 150 stocks as midcap and the remaining ones as small cap stocks. Large cap stocks are characterized by market...

We have repeatedly stressed the importance of putting your idle money to productive use. If you keep hard earned money in savings bank account for long periods of time, then in real terms (adjusted for inflation), you will be eroding your wealth. This is because low savings yields cannot keep with the decline...

Debt mutual funds are great investment options for getting stable returns with lower downside risks. Debt funds offer a large variety of solutions for wide range of investment needs e.g. liquidity, investment tenures and risk appetites. However, based on comments and queries received by us at Advisorkhoj, we think that many retail...

Tax payers usually treat tax planning as tax saving exercise. But tax planning should be a very important financial planning exercise tax payers must endeavour to link their tax saving investments with long term financial goals. Section 80C of Income Tax Act 1961 allows tax payers...

Rs 1 lakh invested in Nippon India Large Cap Fund 10 years back would have multiplied more than 3 times (as on 22^nd November 2019) and grown to a value of Rs 3.13 lakhs. The systematic investment plan (SIP) performance of the scheme over the last 10 years is equally impressive. A monthly...

If you had invested Rs 1 lakh in SBI Large and Midcap Fund (erstwhile SBI Magnum Multiplier Fund) at the time of its inception in early 1993, your investment would have grown to Rs 33 lakhs (as on 22^nd November 2019). Rs 10,000 monthly SIP in the scheme over the last 10 years would...

Mutual funds are increasingly getting popular among retail investors in India. In the last 20 years, as per AMFI data, mutual fund industry assets under management (AUM) grew at a compounded annual growth rate of 19%. AUM mobilization has gained even more momentum in the last 5 years with...

Multi-Asset funds are hybrid mutual fund schemes which invest in different asset classes like equity, fixed income, gold etc. The fund manager decides the proportional allocation to each asset class based on the market conditions with the objective of balancing risks and returns. Multi-asset...

It is our endeavour at Advisorkhoj to increase awareness and knowledge about mutual funds among common retail investors. Debt mutual fund is a product category where we perceive a sense of a lack of clarity and understanding based on comments / queries received by us from you. Debt fund investments are not difficult if you understand...

September 2019 was an interesting month for the stock market. The month started on a volatile note with the Nifty falling nearly 300 points and then rallied furiously, gaining nearly 900 points in just two trading sessions on the back of the Corporate Tax cut announced by the Government...