Latest Saving, Investing & Mutual Fund Articles

One of the most important classifications of equity mutual fund schemes is by market capitalization profile of the underlying scheme portfolio. Market capitalization is defined as the share price of a company multiplied by the...

Small cap stocks, i.e. stocks below the top 250 stocks by market capitalization, offer investors exponential growth opportunities. Since these stocks are under-researched and under-owned by the by...

Large and Midcap equity fund is a relatively new equity fund category. As per SEBI’s mandate, these schemes should invest at least 35% of their assets in large cap stocks and 35% of their assets in midcap stocks. The top 100 stocks...

At the end of the financial year, when we review our investments, particularly in years like one that just passed – volatile, uncertain, confusing – we often reflect on all the mistakes we as investors made. Not grabbing opportunities...

It is very encouraging to note that debt mutual funds are gaining traction with retail investors. As per CRISIL, the debt mutual fund folios as a percentage of total individual investors’ folios increased to 14% in December 2018...

Focused funds are equity mutual fund schemes, which invest in a concentrated portfolio of stocks. As per SEBI’s mandate, focused funds can invest in maximum 30 funds. SBI Focused Equity Fund is among the top 3 focused funds in the last 3...

Mutual fund reclassification directive by SEBI has brought a lot of clarity about different types of mutual funds for investors. In our view, retail investors had little awareness about different types of debt mutual funds and were often confused...

ICICI Prudential Bluechip Equity Fundis the best performing large cap equity funds in the last 10 years (please see our Top Performing Mutual Funds (Trailing returns) - Equity: Large Cap). It is also among the top 3 large cap SIPs in the last...

The goal of retirement planning is to achieve financial independence in your retirement years without comprising on your lifestyle. In the absence of a regular monthly salary in your retirement, the income from your savings will...

The stock market has surged in the last few days with the Nifty near its 52-week high. Nifty has gained nearly 6% in the last month but it has given negative returns over the last 6 months. The Nifty Midcap 100 Index has gained more...