Midcap funds have always been popular with retail investors. Its popularity has only grown further in recent years with midcap funds overtaking large cap funds to become the category with second highest assets under management (AUM) among diversified...Read More

Every November, as we celebrate Children's Day, we honour the innocence, joy, and limitless potential of childhood. Parents buy gifts, plan outings, and create memories. But what if this year, you gave your child a gift that keeps giving - one that g...Read More

SIP involves investing a fixed amount periodically, making it an accessible and disciplined way to build long term wealth. Its popularity stems from its ability to create wealth over long investment horizon by investing in a disciplined way from your...Read More

Investors often think equity, when it comes to mutual funds. While equity is highly suitable for beating inflation in the long term and wealth creation, fixed income is a very important part of asset allocation. As per RBI's report on Household Savin...Read More

Indian equities are one of the brighter corners of sunshine in the global markets. The Nifty 50 has surged by 29%, the Nifty Midcap 100 by 60%, and the Nifty Smallcap by 70% over FY23-24. The standout performer, however, has been the BSE PSU Index, w...Read More

On 24th March 2023, the Finance Minister proposed an amendment to the Finance Bill 2023, whereby she proposed that the long term capital gains tax benefit for non equity schemes be removed. As per the provisions of Income Tax Act before this amendmen...Read More

Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual fund facilities which offer solutions to different investment needs. SWP provides fixed cash-flows to investors. STP enables investors to transfer fixed amounts at regular...Read More

There has been lot of debate in digital and social media about the pros and cons of old versus new tax regime after the proposed changes in direct taxes in 2023 Budget. Many people are arguing that below the income slab of Rs 15 lakhs or more, the ta...Read More

As we approach the end of FY 2022-23 / AY 2023-24, you should ensure that you complete the tax planning for this year by 31^st March 2023 for availing the tax benefits available under various sections of Income Tax Act, 1961. If you are una...Read More

Asset allocation refers to diversification of your investments in more than one asset class. Asset allocation for most investors means diversifying into equity and fixed income or debt. In our blog post, How can multi asset allocation work for you?, ...Read More

Many mutual fund investors may be familiar the term “Value Investing”. This term is often associated with the famous investor, Warren Buffet. However, the term value investing is not understood very well by many investors. In this article, we will di...Read More

Balanced advantage funds, also known as dynamic asset allocation funds, are a type of hybrid mutual funds which invests in debt, equity and arbitrage strategies. The asset allocation of these funds is managed dynamically based on an asset allocation ...Read More