As the academic year comes to a close, senior graders across the nation are finalising their higher education plans, whether they are looking at options to study further within the country or overseas. An important consideration here is the cost of education. For many families, education loans become a crucial tool in bridging the financial … Read more
I am 35 and investing in some mutual fund schemes through SIPs. The funds where SIPs are running are ICICI Small Cap, Kotak Small Cap, SBI Small Cap, Nippon Small Cap, and HDFC Balanced Advantage fund. I also made lump sum investments in 2-3 schemes ten years ago. Can I continue in these MFs, or … Read more
A closer look at key quantitative measures can reveal how a fund is managed, the level of risk it takes, and its consistency across market cycles. What are these measures and what do they say about the scheme? Turnover ratio The portfolio turnover ratio is the percentage of investments a fund manager replaces in a … Read more
The mutual fund industry is rapidly growing due to digital inclusion. On the other hand, equity markets are continuously correcting over the last few months due to intense FII selling, fear of Trump tariffs, weak market earnings etc. Due to these developments, retail investors are increasingly getting confused on how to steer clear of mistakes … Read more