Latest Saving, Investing & Mutual Fund Articles

The stock market has seen considerable volatility over the last one month or so. In our last post,What should you do in falling stock market: Part 1, we discussed how easy monetary policy (low interest rate regime) globally, fueled...

SBI Mutual Fund’s Bandhan SWP, on the face of it, is a plain vanilla Systematic Withdrawal Plan (SWP), but it has a beneficiary feature which makes it a unique investment solution for families. Using Bandhan SWP, you can create an income...

ICICI Prudential Asset Management Company has launched a 10 year close ended ELSS new funds offer (NFO), ICICI Prudential Long Term Wealth Enhancement Fund. The NFO opened on December 22, 2017 and will close on March 21, 2018...

Capital appreciation and income are two primary investment goals. Mutual funds provide multitude of investment solutions for both these objectives for different risk profiles. However, in India mutual funds are mostly associated...

About a year back, I wrote an article on mutual fund capital loss tax credit (please see our post, Mutual Fund Capital Loss: Tax Implications). Our target audience of this topic was primarily short term investors and traders. However...

In January, the Nifty rose nearly 600 points (nearly 6% rally) and in the first 7 days of February, it fell nearly 500 points. The ferocity of the correction seen over the past few days may have spooked some new investors, but for long...

Since the end of January the Nifty has fallen by more than 550 points, a correction of 6% from its all-time high in January 2018. Different investors have different prognosis for any correction. Some people will tell you that...

Initial Public Offerings garnered huge interest from investors in 2017. More than Rs 70,000 Crores, a record amount, was raised from 38 offerings. Companies from 18 different sectors raised funds through IPOs in Fiscal Year to date, 2018. 2017 saw...

In 2007 legendary investor Warren Buffet made a million dollar wager against a hedge fund manager that a simple S&P 500 index fund would outperform a selection of actively managed funds over a 10 year period. The bet’s timeline...

2017 was a great year for stock markets in India with the Nifty rising by nearly 2,470 points (a rise of nearly 29%). Mutual fund investors enjoyed fantastic returns, especially in the small and midcap funds category in 2017 – fund category return...