Of the various Tax saving options under Section 80C of Income Tax Act 1961, mutual fund Equity Linked Savings Schemes (ELSS) have the maximum wealth creation potential over a long investment horizon. Equity Linked Savings...Read More

In this debt fund series, we are discussing different characteristics of debt fund. Our aim is to explain to our readers how debt funds work and empower them with knowledge of these products so that they can make the best investment...Read More

In the last blog post – Do you know how to select Debt funds: Understanding the risk - we discussed various types of risks that may be associated with investing in debt funds. We also discussed how the debt funds are much more predictable...Read More

Over the past few months, I have come across a number of senior citizens, relatives, parents of friends, acquaintances etc., in weddings and other social occasions; their concerns were with falling interest rates of fixed deposits and...Read More

In our post, Do you know the different performance parameters of equity mutual funds: Part 1, we discussed various risk and risk adjusted performance parameters of mutual funds. Let us do a brief recap of the various concepts...Read More

When researching funds for investment purposes many retail investors and financial advisors look at the historical returns of mutual fund schemes. If you read the fine print of a mutual fund’s disclaimer, you will often a see a line, “past returns...Read More

In this two part post, we are discussing how to read factsheets more effectively, so that you have a better understanding of the schemes that, you have invested in or plan to invest in. To help readers understand the concepts well, we are explaining...Read More

In this series of posts, we are discussing terms that are commonly used in mutual funds. Many of you may have been familiar with these terms, but a better understanding of these terms will help you become a better investor. In our post...Read More

In our post, Did you know the basics of Mutual Fund investing, we explained some commonly used terms that investors come across, when investing in mutual funds. In this blog post, we will explain some common terms associated with one of...Read More

In this series of posts we will explain various terms that you come across in mutual fund literature, be it research sites, factsheets, financial blogs, journals and newspaper reports. I have seen that, many retail investors have a superficial...Read More