Having EPF, NPS and mutual funds does not automatically mean you have a diversified portfolio. With NPS now allowing up…
The number of mutual fund schemes that delivered negative annual returns jumped to 731 in 2025-26, from 243 in the…
Only 6 of 24 large-cap mutual funds beat the BSE 100 TRI consistently across 1, 3, 5 and 10 years.…
Find out how HDFC Mid Cap Fund outperformed and rewarded its investors.
Veteran investor Shankar Sharma believes retail investors should keep only 5-10% of their disposable net worth in equities. But is…
While energy, pharma and IT grabbed headlines, PSU funds topped every major thematic category — delivering 27.5% CAGR over three…
Think your SIP will keep earning 20% because your fund delivered that over the last 5 years? Data from 12…
A Singapore-based NRI won a tax dispute over Rs 1.35 crore of gains from Indian mutual funds after the Mumbai…
While the Sensex fell over 7% and the Nifty slipped nearly 6% in the last three months, small cap mutual…
Looking beyond returns, a screen of active equity mutual funds based on alpha and standard deviation reveals five schemes that…
Alpha is often seen as a sign of a fund manager’s ability to beat the benchmark. A Value Research screening…
A small difference in fees, compounded over decades, can silently cost you lakhs — without a single market crash, a…
While many equity mutual fund categories struggled amid market volatility over the past year, multi asset allocation funds emerged as…
Top PSU mutual funds like SBI, Invesco and Aditya Birla schemes have emerged as the most consistent performers, delivering up…
A small difference in expense ratio between direct and regular mutual funds may look insignificant, but over 20 years it…
Nippon India Small Cap Fund has delivered over 20% CAGR across 3, 5, 10 and 15-year timeframes, turning ₹1 lakh…
The Nippon India Growth Mid Cap Fund, the oldest scheme from Nippon India Mutual Fund, has completed 30 years of…
The revised LTCG tax framework introduced in Budget 2024 has quietly increased the tax burden on salaried mutual fund investors,…