Latest Saving, Investing & Mutual Fund Articles

In our last post, Are midcap valuations a cause of concern – Part 1, we discussed some of the concerns related to midcap valuations. Most of the discussion in Part 1 was centered on and around relative valuations...

Balanced Mutual funds have 65 – 75% exposure to equities and 25 – 35% to debt. The debt component of balanced mutual funds makes these funds considerably less volatile than equity mutual funds. At the same time, the...

In the first part of our two part blog post, How you should invest in debt mutual funds: Short term versus long term, we discussed the basic difference between short term and long term debt funds. We also discussed how these two types...

A large majority of us feel retirement is for old age and that we need not be bothered by it. Well, it is partially true. Surely it is for old age, but if you do not take the right steps now, you might put your future in some danger. When it comes to...

In the last 3 years, Principal Balanced Fund gave 16.7% annualized returns, the highest among all equity oriented balanced funds in the industry (please refer to Advisorkhoj research tool, Top Performing Balanced Fund Equity Oriented). Even...

2017 was a great year for the stock market and mutual funds. As per December 2017 AMFI data, industry wide assets under management in equity and balanced funds rose 77% year on year. Even after factoring in value...

Investors can save up to Rs 46,350 in taxes per year by investing up to Rs 1.5 Lakhs in eligible schemes under Section 80C of the Income Tax Act 1961. There are broadly two types of tax savings schemes – risk free or low risk...

All investors want to buy best performing mutual funds. It is not possible to predict the future and so investors go with past performance when selecting mutual funds in the hope that a fund which performed well in the past, will...

In Advisorkhoj.com, we are getting a number of comments from investors who are worried about the equity market levels. My view on valuations is that, they are a point in time data. High valuations can hurt you in the near...

If you look at the various investment options under Section 80C of Income Tax Act 1961, you will observe that many of these investments are meant to serve your retirement planning needs in addition to tax savings. Employee Provident...