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 […]

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. […]

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 […]

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 […]

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, […]