At some point in time, every year, the market has fallen below its peak. The average intra-year decline has been -22 percent for the last 29 years. Till 2011, intra-year…Continue Reading
SIPs (Systematic Investment Plans) are increasingly getting popular as the preferred mode of investment today. Investors are ready to keep aside a minimal amount every month for SIPs, rather than…Continue Reading
Equity markets have been volatile since early last year and debt markets have been going through some turmoil since mid-2018. Not surprisingly, category average returns may look poor regardless of…Continue Reading
Axis Bluechip (previously called Axis Equity) delivered 12.8% returns in the last 5 years against 12% delivered by benchmark index Nifty 100 TRI. At a time when largecap funds have…Continue Reading
Since early 2018, midcaps and smallcaps have been generally bound southward. This run of falling prices comes after a record rally and pricey valuations, which had funds turning wary of…Continue Reading
For a person looking for a low-risk mutual fund option for parking short term money, we recently took a look at the pros and cons of arbitrage funds vs. liquid…Continue Reading
Franklin India Smaller Companies Fund is among the less risky funds in the high-risk smallcap space. The fund showcases lower volatility and aggression compared with peers for the following reasons:…Continue Reading
An NFO that’s currently open is DSP Quant, a differentiated offering from DSP fund house. DSP Quant is an equity fund that will pick stocks based on quantitative models. In…Continue Reading
This is about an interesting new fund offer – Principal Small Cap Fund, an equity mutual fund that invests in smallcap stocks. While we’re usually wary with NFOs, we believe…Continue Reading
L&T Midcap is an achiever on three counts. One, it returns better than the market during rallies while also containing losses on corrections. Two, it delivers among the best risk-adjusted…Continue Reading