Mutual Fund

Parag Parikh Flexi Cap Fund has grown into one of India’s largest mutual funds due to its consistent, long-term outperformance, value-investing approach, and unique ability to invest in international equities. Investors are drawn to its conservative, low-turnover philosophy, transparent management, and strong downside protection, which has delivered superior risk-adjusted returns. Source link

SBI Mutual Fund Schemes: When investing in mutual funds, everyone believes that they will yield good returns in the long term. At a time when several funds are available in the market, how can an investor decide which one to choose to invest his/her hard-earned money? When comparing mutual funds, one can consider several factors…

Mid-cap mutual funds are popular among investors who seek higher returns with a slightly higher risk compared to the severity of risk in the large-cap funds. Both HDFC Midcap Fund and Kotak Midcap Fund’s direct plans were launched in 2013 and have dominated the 3-year, 5-year, and 10-year performance charts. However, investors looking to invest…

Therefore, a clear understanding of mutual fund returns is essential for making informed investment decisions. The three primary metrics used to evaluate mutual fund performance are Absolute Return, CAGR (Compounded Annual Growth Rate), and Extended Internal Rate of Return (XIRR). Source link

In this article, we have decoded the information from The Money Show by ET Now, where experts from the industry, Adhil Shetty, CEO Bank Bazar and Pranjal Kamra, CEO Finology, spoke about a very relevant question: Can you trust AI with your money? And also decoded AI vs Human Financial Advisors: Can robo advisors actually…

Let’s break down the numbers, explore the assumptions, and see how consistent SIPs can help you chase that Rs 5 crore goal over the next 15 years. Note that this is a general illustration, not focused on any specific mutual fund, assuming a 12% annualized return for basic calculation purposes. Read Full Article For those…

In a post on social media, Gupta narrated an interaction with a fellow traveller who said he had stopped investing in mutual funds because he “didn’t get returns.” When asked why, the person suggested that perhaps he had chosen the wrong funds. The conversation then took a familiar turn. Read Full Article The individual asked…

Dividend Funds vs Flexi Cap: 24% ROI! 5-year returns compared; Know top performers, fund-wise data (Image: AI-Generated from ChatGPT) No stock data available Dividend Funds vs Flexi Cap: Dividend yield mutual funds are equity mutual funds that mainly invest in stocks of companies that are known for their high dividend yield. Since companies can only…

MF Expert Vishwajeet Parashar reveals retirement & long-term plans formula. (Image: ET Now) Highlights Invest Rs 30 lakh, withdraw Rs 10,000 monthly; expert suggests SWP strategy with a 4% withdrawal rate. ‘High-risk, subject to fluctuations’ – expert advises switching to small-cap or flexi cap funds. The discussion covered key topics, including creating the right investment…

Rs 2 crore via SIP: It is not an easy job to accumulate a Rs 2 crore corpus, and it cannot be accumulated overnight, as many of us might think while investing in stock markets or mutual funds. One should understand that a Systematic Investment Plan (SIP) is a tool through which one can invest…