Reviews

In the developed markets, passive fund management has garnered significance since 2016 when the returns generated by actively managed funds struggled to beat the returns generated by passively managed funds. Should Indian Investors Opt for Index Funds? Index funds, as the name suggests, invest in an index. These funds seek to invest in all the […]

Two of the most popular small-cap funds in the market today have restricted inflows. Which means, you cannot invest an unlimited amount of money in them. Recently, the retail investor has been investing money into small and mid-cap funds owing to their strong performances. Reliance Small Cap Fund recently limited inflows to the fund. You […]

As per the historical reports of Central Statistics Organization (CSO) and International Monetary Fund (IMF), India has emerged as one of the fast-growing economies in the last few years and the trend is only going to continue in future. Supported by various government initiatives, partnerships, and strong democracy, India’s GDP is estimated to grow by […]

SBI Bluechip Fund Direct, an open-ended growth scheme, is one of the best performing large-cap equity funds in the market today. This 5-year old fund has performed well with returns that have beaten the market in each of the 1-year, 3-year, and 5-year timescale. Large-cap equity funds are those wherein the major portion of the investment (of […]

DSP BlackRock Tax Saver Fund is one of the best performing ELSS funds i.e. Equity Linked Savings Scheme in the market today. The fund stands amongst the few funds that have provided stellar returns during both, bull and bear market cycles. ELSS funds provide tax benefits of up to ₹150,000 from the total income of […]

Equity Linked Savings Scheme (ELSS) are mutual funds that help you save taxes up to Rs.1.5 lakhs under Section 80C of Income Tax Act. ELSS have a minimum lock-in period of 3 years which is far less than other investment options like Public Provident Fund (PPF) and National Savings Certificate. Also, ELSS funds usually invest […]

ICICI Prudential Long Term Plan is a dynamic fund which has invested in debt and money market instruments and generates income through these instruments. The fund plans to maintain safety, liquidity and optimum balance of yield. The fund started in January 2010 with a face value of INR 10. Fund size is INR 3615 crore. […]

Reliance Top 200 Fund is one of the well-performing large-cap funds in the market today. With returns that are competitive with other large-cap funds and an experienced fund manager, what does the future of this fund look like? Read the full review to find out. Investment Objective of Reliance Top 200 Fund The objectives of […]

A hybrid mutual fund, also known as a balanced fund, is a mutual fund that is characterized by diversification among two or more asset classes. Such funds usually invest in a mix of stocks or bonds. They are also known as asset allocation funds. Hybrid Equity Oriented funds allocate 65 to 80 percent of a […]

Reliance Tax Saver Fund is one of the best performing tax saver funds. It has given consistent results over a long period of time. Reliance Tax Saver Fund Investment Objective The objective of this fund is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. Performance […]

The markets have changed significantly since January 2018. We saw what happened with small and mid-cap mutual funds. And to add to that, SEBI brought in recategorization. So what were the best mutual funds back in January 2018 might not be the best now – given that many don’t belong to the same category as […]

Quick Facts: Reliance Capital Builder Fund IV – Series C NFO NFO Name Reliance Capital Builder Fund IV – Series C NFO Launch Date December 1, 2017 Last Date for Application December 15, 2017 Nature Close-ended equity oriented scheme Fund manager Samir Rachh, Meenakshi Dawar Tenure 1185 days (3 years and 3 months) How to […]

There are a lot of ways today to generate wealth in 2018, but to invest in a diversified environment and get high growth returns, investing in mutual funds is considered to be the best option. This article highlights top 5 best-rated funds to invest in for long-term wealth generation: Invest in mutual funds online without […]

In this article, we review one of the funds in ELSS category – Tata India Tax Savings Fund. Funds under ELSS category helps you save tax on the principle as well as the profits you earn. They come under section 80c and you can invest up to Rs 1.5L to be eligible for the tax benefit. […]

Indian companies have raised around Rs 15000 crores through the IPO route in this calendar year. With June itself, witnessing around 3-4 IPOs worth Rs 1000 crores offered to investors. The last in the list is AU Small Finance Bank with an issue size of Rs 1900 crores. Issue Detail: Issue Open: Jun 28, 2017 […]

There are more than 5,000 Mutual Funds available for investment. If you are looking for making investments. If you call your bank manager for advice, he would tell you a few funds. All of them are best according to him. If you go on Google or Quora and search “what is the best Mutual Fund […]

Equity Mutual funds invest in stocks of publicly listed companies. However, you can buy these stocks directly from the stock market. This article answers what is right for you – investing in mutual funds or direct equity. What Are Mutual Funds? A mutual fund is a pool of money from numerous investors who wish to […]

India has had a long history with various savings schemes. Amongst all the schemes one of the most popular and widely used savings schemes are Chit Funds. Chit Funds concept came into existence in the 1800’s. Then, ruler of Cochin state of Kerala, Raja Ravi Varma gave a loan to a Syrian Christian trader, by […]

Franklin India High Growth Companies Fund is a Rs 5000+ Crore multi-cap fund that was launched in July 2007. Since then it has generated around 13.5% annually. Fund is run by Franklin Templeton, an AMC that claims to run on “numbers and logic”. The track record of various funds run by the AMC kind of […]

I have always been partial towards equity investment and my Father, towards real-estate investment. We keep debating on this topic. Finally, last year we did some number crunching and I  convinced him that equity was better. Returns on Investment Dad:  We sold a house in 1998 for 6 lakhs and now it’s valued at 4 crores, […]