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No stocks, no mutual funds: 10 lessons from a man building Rs 3 Cr retirement corpus

No stocks, no mutual funds: Delhi man on track for Rs 3 Cr by 50 – key lessons

He never invested directly in stocks, mutual funds or crypto. Yet, by sticking to PPF and NPS for nearly two…

September 5, 2026 14:13 IST

Invesco, WhiteOak, Quant: Why a 14% return can be better than 15% in large-cap funds

Invesco, WhiteOak, Quant: What if 14% is better than 15% in large-cap funds?

A higher return does not automatically mean a better return. Looking at returns alongside volatility and risk-adjusted measures can give…

September 3, 2026 19:00 IST

Pune IT worker builds Rs 9 crore without 'best' mutual funds, targets Rs 25 crore by 40

Pune IT worker builds Rs 9 Cr at 32 without ‘best’ mutual funds, aims for Rs 25 Cr by 40

At 32, Sudhir Dandotiya has built assets worth around Rs 9 crore — not by picking the best mutual funds,…

September 2, 2026 16:25 IST

Our SIP is growing. Is your financial security? 7 gaps that can leave investors vulnerable

SIP alone won’t make you financially secure: 7 gaps investors need to fix

A growing SIP portfolio does not always mean you are financially secure. You may be investing regularly but still be…

September 1, 2026 21:27 IST

The strong three, five and ten year returns in some debt funds, particularly credit risk funds, need to be understood in the context of what happened to their portfolios during the period.

3 debt funds with double-digit SIP returns across 3, 5 and 10 years

Credit risk funds have topped several debt fund categories over the long term, but extraordinary returns in some periods were…

September 1, 2026 17:35 IST

Performance is mainly driven by a combination of factors such as clarity around US tariffs, strong domestic demand, healthy export growth, and a favourable exchange rate.

One sector stands out with big returns: 10 funds gained up to 30% in 1 year

Pharma mutual funds are riding a strong sectoral rally, with the top 10 funds delivering between 20.93% and 29.8% in…

August 31, 2026 18:04 IST

Index funds may underperform for two broad reasons. First, at the index level, there is no active management.

7 index funds beat 20% CAGR in 3 years—but benchmark returns tell another story

Here, we have taken data from the fact sheets of the respective funds for the last 3 years’ returns and…

August 30, 2026 11:34 IST

Mid-Cap and Small-Cap fund performance and characteristics over time.

Mid-cap vs small-cap funds: Which category delivered stronger alpha in 3, 5, and 10 years?

Mid-cap funds have led over the past three years, but small-cap funds show stronger benchmark-beating performance over five and 10…

August 28, 2026 13:33 IST

3 Best Smallcap Mutual Funds with Long Term Growth Potential

The smallcap index has returned 0.6% over the past year and most smallcap funds have failed to beat it. These…

August 27, 2026 14:41 IST

Small-cap SIPs surge 5X in five years: What it means for valuations, liquidity and risk

Small-cap SIPs have surged 5X in five years. Is this flood of money creating new risks?

Small-cap SIP-linked assets have risen more than fivefold in five years, while the category’s total AUM has grown 4.6 times.…

August 26, 2026 18:08 IST

Index funds are passive investment funds that replicate the performance of an underlying benchmark, such as the Nifty 50 or Sensex, and passive investing can be categorized into two types: one is market cap-based passive funds like Nifty 50, 150, or small-cap funds, and the other is strategy-based passive funds like factor-based index funds.

Index + flexi-cap: Two mutual funds, but how much diversification are you actually getting?

Investing beyond large-cap indices with broad-based index funds like the Nifty 500 may reduce the overlap, but the fundamental challenge…

August 25, 2026 17:25 IST

Rs 10,000 SIP to nearly Rs 2 crore: 3 Nippon India funds, their returns and the risks

A Rs 10,000 monthly SIP in one of these funds could have grown to nearly Rs 2 crore over 20…

August 24, 2026 19:52 IST

The resumption of fresh subscriptions in the three HSBC international funds came a day before Baroda BNP Paribas Aqua Fund closed its window for new registrations on August 19.

3 global funds reopen for investment: Check returns, SIP rules and Rs 2 lakh cap

Three HSBC international funds have reopened for fresh investments after a temporary pause, giving investors another opportunity to diversify beyond…

August 24, 2026 14:24 IST

Mutual fund exit load capped at 3%: When can investors still lose money by exiting early?

Mutual fund exit load capped at 3%: Why investors can still lose much more by exiting early

SEBI has capped the maximum permissible exit load at 3%, compared with the earlier ceiling of 5%. The change is…

August 20, 2026 18:07 IST

The fund has also remained among SBI's top performers for lump-sum investments. It tops the three-year chart with a 24.60% CAGR, ranks third over five years with 18.84%, and is among the top 10 SBI funds over 10 years with a 15.10% CAGR.

This SBI fund beat all its active peers with 20%+ SIP returns across 3, 5, and 10 years

The SBI Healthcare Opportunities Fund – Direct Plan has delivered strong returns across most time periods, outperforming its benchmark, the…

August 20, 2026 12:40 IST

You expect 12-15% from mutual funds? 731 schemes delivered negative returns last year

The number of mutual fund schemes that delivered negative annual returns jumped to 731 in 2025-26, from 243 in the…

August 18, 2026 19:05 IST

The most tangible change will be the higher quality of new AMCs entering the market, but this will take time to become visible.

SEBI eases mutual fund registration but tightens scrutiny: What does it mean for investors?

For a new AMC, investors should avoid rushing in simply because the fund or the brand is new. It is…

August 18, 2026 18:05 IST

This equity scheme of the HDFC mutual fund house in the thematic sector was launched on June 02, 2023.

HDFC Defence Fund doubles investors’ money in under 3 years, but the benchmark still beats it. How?

The defence theme has attracted investors amid rising defence spending and growing export opportunities. HDFC Defence Fund has emerged as…

August 17, 2026 17:13 IST

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