Quant (shortened form of Quantitative) funds base their investment decisions based on mathematical models or quantitative algorithms. Mathematic models can be used to determine which stock to buy or sell, at what...

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Arbitrage funds are hybrid mutual fund schemes who aim to generate risk free profits by exploiting price differences of the same underlying asset in different capital markets. In language of investments and finance...

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Leading Asset Management Company (AMC) Franklin Templeton announced that it would wind up 6 debt mutual fund schemes effective 23rd April 2020. These debt schemes are as follows...

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Gold occupies an important position in Indian household because of its significance in auspicious occasions. Cultural significance aside, Gold is also an important asset class for several reasons...

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In the last 3 months we have seen large liquid fund redemptions across the country. As per AMFI data, redemptions exceed inflows in months of December 2019 and February 2020. In January 2020, redemptions...

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The spread of Coronavirus pandemic around the world has caused stock markets to crash. The Nifty fell more than 35% from its all time high and but has since, recovered some 1,000 points over the last 3 – 4 days after...

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With the stock market falling 30% from its all-time high, there is widespread panic among investors about equity as an asset class. Investor’s concerns about stocks and equity funds are understandable because...

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The last month or so has been terrible for stock markets around the world. March has been particularly bad with the Nifty falling 2,733 points (down nearly 25%) and there are still 13 days remaining in this month...

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We have stated multiple times in our blog that asset allocation is one of the most important determinants of portfolio returns in the long term. There are two types of asset allocation strategies...

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We had discussed about the tax implications of Budget 2020 in this month’s blog. In this article we like to draw our investor's attention to one important tax change made by the Government with regards to dividends...

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The 2020 Budget was one of the most eagerly awaited Budgets in recent years because this was the first full Budget of the BJP led NDA Government after it returned to power with a resounding majority last year...

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In the last one year, when Nifty Small Cap (250 TRI) Index gave only 7.69% and small cap mutual funds as a category gave only 12.34% return, Kotak Small Cap beaten both, the category average return as well as Nifty...

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A serious illness requiring hospitalization is not just stressful for the whole family it can also be a considerable financial drain on the family’s savings. Medical or health insurance is therefore one of the most critical...

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The last 2 years have been difficult for midcap segment. The Nifty Midcap 100 index fell nearly 17% over the last 2 years. In 2018, the midcap index fell 17% and in first 9 months of 2019, the index fell by another...

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There are many examples of once top performing mutual funds underperforming for years together. The underperformance that we are witnessing now is not related to market cycles because cyclical...

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Are you or any of your family members suffering from chronic ailments like hypertension (high blood pressure), diabetes (blood sugar), asthma, obesity etc.? Your friends and relatives may have warned you that...

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We all have heard about Mutual Fund Systematic Transfer Plan (STP) – STP helps your transfer units/ amounts from one fund to the other in the same AMC at certain frequencies. The most popular use of STP is to park...

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The importance of high quality medical care for serious illnesses cannot be over-emphasized. Fortunately, now we have very high quality medical facilities in many cities across the length and breadth of our country...

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Liquid funds are usually the most popular mutual fund schemes for parking surplus money for very short periods of time e.g. few days, weeks or months. Capital safety and liquidity are two very important...

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Over the past 20 years, the internet has increasingly been changing our lives. From online banking, shopping and bill payment, tax filing, information and entertainment to staying......

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The past year and half have been difficult for equity investors. While large caps outperformed the broader market as represented by the Nifty 500 TRI gave just over 5% returns......

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Axis Strategic Bond Fund is one of the top ranked medium duration funds (please see our research tool, Top Ranking Mutual Funds- Debt: Medium Duration). We identify top ranking funds based on rolling returns...

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ICICI Prudential i-Protect Smart Plan is a term life insurance plan which provides high life insurance cover to the insured (policy-holders) at affordable costs. You should know that term insurance plans provide financial...

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HDFC Ergo Health Suraksha is an affordable health insurance plan providing comprehensive healthcare cover for you and your family. The Health Suraksha plan lets policy-holders avail cash-less hospitalization in the...

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Historical investment portfolio performance analysis (as per a study done by American fund managers) shows that asset allocation is the most important attribution factor (more than 90%) for portfolio performance...

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There are multiple reasons as to why you should opt for mutual funds investment. Let us discuss today some of the very important reasons - Customized solutions for various investment needs: One of the primary...

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Asset is the percentage mix of different asset classes like debt, equity, real estate and gold in your total asset or investment portfolio. Simply speaking, asset allocation often refers to the percentage split you should...

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Income Tax Act of 1961 allows certain deductions from taxable income which can enable tax payers to save a considerable amount of income tax. Section 80C of Income Tax Act allows investors to claim deductions from...

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Systematic Investment Plan or mutual fund SIP is an investment plan where an investor can invest a fixed amount in a mutual fund scheme of his / her choice at a regular frequency (say daily, weekly, fortnightly or...

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Benjamin Franklin once said that, the only two certainties in life are death and taxes. Death is unavoidable, but taxes can be reduced under certain circumstances, provided you understand the tax laws of the country well...

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The secret of creating wealth in the long run is the ‘power of compounding’. The fundamental concept of ‘Power of compounding’ is very powerful in investing and it is fairly simple to understand. Yet, most investors...

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Mutual funds are becoming increasingly popular among investors in India. Mutual funds schemes offer a vast range of investment solutions for a vast range of risk appetites, investment tenures and income needs. There...

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When investing in stocks, prices are very important; brokerage houses issue buy and sell recommendations with specific price guidance. There are many similarities between stocks and mutual funds, because the...

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Mutual fund is an investment instrument which pools money from many investors and invests them in different securities like stocks, bonds, debentures and gold etc. Investors in a mutual fund scheme own units...

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More and more retail investors in India are becoming aware of the benefits of saving and investing through mutual fund systematic investment plan (SIP). While deciding to do a SIP is a great start in your journey to...

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Mutual Fund Systematic Investment Plans or SIPs are one of the most convenient ways of investing in mutual funds. However, most new mutual fund investors are wary of SIPs and a lot of existing investors too struggle...

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Mutual Fund Equity Linked Savings Schemes (ELSS) or ELSS Mutual Fundsare one of the best investments for tax savings (under Section 80C of Income Tax Act) and wealth creation in the long term. ELSS Funds are...

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Mutual Fund Net Asset Value (abbreviated as NAV) is the price at which units of mutual fund schemes are bought or sold. Mutual Fund NAVs of schemes are re-priced daily based on the daily closing prices of the...

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Mutual funds offer a variety of easy and convenient solutions to meet specific investment needs and investment situations for the investor. Mutual Fund Systematic Transfer Plans or STPis one such investment...

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The late twenties and thirties are some of the most enjoyable years in lives of most people. You are likely to have settled well in your careers. Most people would still be in junior or middle management roles at......

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Taxpayers can claim deduction of up to Rs 1.5 Lakhs from the taxable income by investing in certain eligible investment schemes under......

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Most retail investors prefer bank fixed deposits for the short term and medium term investments. The risk free nature of bank FDs and......

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Most of us tend to have money lying idle in our savings bank account. We keep money in our savings bank account because we can draw it......

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On October 6, 2017, the market regulator, SEBI, issued a circular for Asset Management Companies (AMC) with regards to Categorization......

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Incorporated in 1967, Eastern Financiers Limited is truly the first investment and financial consultant in Eastern India. Over 50 years of existence, we have grown to become one of the largest investment...Read More

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