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

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

ICICI Blue chip fund comparison with NIFTY 50