The blog explores the data behind investing in mutual fund schemes that have overlaps. The data unravels that overlaps can also result in good returns while also minimizing the risk.

Flexicap funds have become a popular investment choice among investors who want exposure to midcap and smallcap segments without  investing in dedicated midcap or smallcap schemes. These funds provide the potential for higher returns associated with mid and small caps, but with lower volatility and lower drawdowns  than directly investing in those segments. For investors who prefer not to time their allocations between large, mid, and smallcap categories, flexicaps also remov

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

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

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