Balanced funds are those funds that invest the majority of their portfolio in stocks and the rest in fixed-income instruments. A balanced fund thus straddles two asset classes – equity…Continue Reading
Over the past few weeks we discussed about large-cap funds and mid-cap funds. There is another category of equity funds that falls between these two – they are called diversified/multi-cap…Continue Reading
We’ve looked at what large-cap funds are, and why they are a must-have in your long-term portfolio. This week, we will take up the midcap fund category. What midcap funds…Continue Reading
Most equity mutual funds invest across sectors and industries. But some funds choose to restrict this to certain segments. They are called thematic and sector funds. Though thematic and sector…Continue Reading
Take any fund. Other than the returns numbers, which draw your immediate attention, look at the type of fund it is. Any portfolio recommendation or review will always mention the…Continue Reading
You have an option to invest in international markets through the mutual fund route. Indian mutual funds offer a host of funds that invest internationally. Called international funds, these funds…Continue Reading
Every year, around this time, there is enough talk floating around on ELSS and their tax benefits. For you to understand what ELSS funds are, what they do, and how…Continue Reading
Last week we discussed about closed -ended debt funds and one of the most popular closed-ended debt fund category – fixed maturity plans (FMP). In this article, we’ll discuss the…Continue Reading
Last week we looked at closed-ended mutual funds, and how they differ from open-ended mutual funds. We also took up in detail the other pros and cons of closed-ended equity…Continue Reading
Most mutual funds are open-ended, that is, you can invest in that fund any time you please and also exit when you wish to. But some funds are classified as…Continue Reading