Latest Saving, Investing & Mutual Fund Articles

For the last 3 years bond markets in India had a terrific run. Debt mutual fund investors, especially those who invested in long term debt funds or income funds, enjoyed good returns from their investments, with top...

Mutual funds are increasingly becoming popular among Indian retail investors. As per AMFI data assets under management in the mutual fund industry grew by more than 30% from September 2016 to September 2017. What is also...

In the Advisorkhoj blog, we have often stressed the importance of selecting consistent performers for your long term mutual fund portfolios. Many investors select mutual funds based on last 1 or 2 years performance, but investors should...

Equity Linked Savings Scheme (ELSS) is one of the most popular tax saving investments under section 80C of the Income Tax Act 1961. By investing in ELSS, the investors can avail three benefits - Tax savings, capital appreciation and tax...

When making short term investments, safety and liquidity are very important considerations for investors. Equity as an asset class is generally not suitable for short term investments because it is more volatile than fixed income or debt. So...

Bharat 22 is an Exchange Traded Fund (ETF) offering by the Government of India to sell its stake in 22 companies to the public; this is part of Rs 72,500 Crore disinvestment target of the Government for FY 2017 – 2018. Bharat 22 is the...

In Advisorkhoj queries we often get questions like, “which mutual funds to invest in lieu of Fixed Deposits” from multiple investors. A related question that we also often get is that, “my FD is maturing. I will not like to renew because...

How many times did you wake up in the morning and felt like not wanting to go to work? Most of us would have felt that way at least a few times in our careers. How many times did you drag yourself to office despite wanting to take the...

Real interest rate is a very important concept in economics and finance. Unfortunately, many retail investors do not make investment decisions based on real interest rates and as result, they make sub-optimal investment decisions...

In the first part of our blog post, Take control of your financial journey, we discussed why is it important to plan your financial journey just like you plan your travel. Without proper planning, you are likely to put your and your...