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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...

In the first part of this post, Balanced Funds Demystified – Part 1, we discussed about risk return characteristics of Hybrid or Balanced Funds. The risk profile of a Balanced Fund depends on its asset allocation and some Balanced...

Historically, mutual funds in India constitute a very small percentage of average household savings. But in the last 5 years or so, the popularity of mutual funds among retail investors in India has increased substantially. While mutual...

Raj, an IT software professional just stepped into Bangalore for his first job. He has plans to go in for higher studies after 3 to 5 years and bear the expenses from his salary. He decided to invest his savings. He has always...

This has been a great year for Indian stocks. Year to date the Nifty has given nearly 25% returns. While years like 2017 are great for investor sentiment, we would like to reiterate that equity as an asset class is volatile in nature. Over the last 28...