Unlike static allocation strategies, balanced advantage funds (BAFs), also known as dynamic asset allocation funds, actively rebalance portfolios to suit changing market conditions. If the equities are overvalued, the managers might reduce equity exposure and allocate more to bonds or alternative investments. Also, if certain assets appear undervalued, the managers might increase exposure to these assets expecting mean reversion. The article explain the financial benefits that can be derived from such funds 

When it comes to evaluating the performance of mutual funds, two important terms often come up: absolute returns and compound annual growth rate (CAGR) returns. Understanding these two metrics is crucial for investors to make informed decisions about their investments. While both measure the growth of investments, they do so in different ways. The article explains the methodologies and how they benefit the investors 

We often give importance to a stock’s PE ratio, and sometimes investors make buy or sell decisions based on it.

Safety of capital, growth above inflation, regular income and liquidity are some of the primary concerns for those senior citizens who want to derive returns from their mutual fund investments. Is this possible? Yes, it is, as is made evident through this article by Rakesh Deshmukh that analyses the investment scenario for the elderly

Investing in your child’s education is one of the most important financial commitments you will make as a parent. With the rising costs of education, particularly at renowned institutions abroad, early and strategic planning is crucial. The article provides guidelines on building a corpus through wise investments in mutual funds 

The mutual fund industry in India has seen a remarkable surge in acceptance among retail investors, as evidenced by the exponential growth in Systematic Investment Plans (SIPs).

Loan against mutual funds is a viable option for meeting short-term financial needs without liquidating your investments. They tend to be more cost-effective compared to personal loans and credit card loans, offering flexibility to repay early without foreclosure charges and charging interest only on the withdrawn amount. However, there are some drawbacks to consider. Rakesh Deshmukh will help you explore these in detail. 

In an overvalued market, high-dividend yield stocks can offer better value. High dividends may suggest that a stock is undervalued, particularly if the company has a consistent history of paying dividends. The article presents a detailed overview of this scenario 

Information Ratio helps in navigating the complexities of the investment landscape by assessing an active fund manager’s performance. And though it has its limitations, it remains an essential part of the finance industry. The article explains what Information Ratio is and how investors can use it as another tool 

The recent unearthing of front-running in the Quant Mutual Fund has suddenly brought this term to the forefront with investors getting a bit panicky and wondering if they should exit the fund. The article explains how front-running takes place and whether any such illegal activity impacts the investors’ money