Hybrid aggressive funds invest 65-80% of their assets in equities and the remaining 20-35% in debt and money market instruments. Due to the addition of debt component, they are less volatile than pure equity funds, have lower drawdowns which also means their returns would be less than pure equity funds. Due to the higher equity allocation, gains from the fund also get taxed as equity funds. Here we review one fund within the category i.e. ICICI Equity and Debt fund that has p

The article compares Nifty 50 and Nifty Midcap 150 over the past 20 years on parameters of annual returns, rolling returns, SIP returns.

The Nifty 50 index monitors the 50 largest companies by market capitalization and is often regarded as the most stable investment within...

When it comes to investing in the equity markets, two prominent avenues often come up: Portfolio Management Services (PMS)  and Mutual...

This gives readers an idea of investing in different categories of Mutual Funds and the risks and returns. Also, provides information on alternate equity investments like PMS, AIF, Private equity and accessibility for a retail investor

In today’s uncertain financial environment, many investors are searching for options that provide a balance between safety, income, and...

This post focusses on the pros and cons of investing in midcap mutual funds in india. We also cover the returns and risks involved along with mutual funds that consistently beat the index

Strategy to invest in both passive and active funds

The article gives an insight to investing in a Nifty 50 index or largecap funds. We look at historic returns and then filter the data by using AUM parameter

Most investors are lured to equity investing with a dream of making exponential returns. A lot of investors have burnt their hands...

ICICI Blue chip fund comparison with NIFTY 50

Regular schemes of mutual funds involve a high cost to Clients in terms of commissions. A lot of Clients in regular schemes are now...

HDFC Balanced Advantage Fund (BAF) belongs to the category of dynamic asset allocation or balanced advantage fund category. The aim of...

I have been reading a lot of articles, blogs, answer to questions on finance / investment portals regarding investment in small caps....

Everybody that has invested in Mutual Funds, has gone through the process of narrowing down on the mutual funds they would want to invest...

Investors who are not acquainted with the capital markets and just starting off usually are advised to start off with investing in large...