Measure your mutual fund's risk, before it becomes too late
Measure your mutual fund's risk, before it becomes too late
Understanding Mutual Fund Risks: A Comprehensive Guide to Assessing and Mitigating Investment Risks for Optimal Returns and Financial Security.
Ravi Explains Lumpsum vs SIP to His Old Friend Vikram
Ravi Explains Lumpsum vs SIP to His Old Friend Vikram
It was a calm evening when Ravi and his old friend Vikram met up at their favourite café. Vikram had been hearing a lot about investing and was eager to learn more.
Knowing Ravi had a lot of experience with the stock market, he decided to ask for some advice.
Understanding Hybrid Mutual Funds: A Simple Guide
If you're looking to invest in the stock market but you're unsure whether to choose stocks or bonds, a hybrid mutual fund might be just the right option for you.
Let’s break down what a hybrid mutual fund is, and why it might be a good choice for your investment strategy.
Understanding Risk-Adjusted Returns in Mutual Funds
When investing in mutual funds, it's important to evaluate not only how much money a fund has made, but also how much risk was involved in achieving that return. This is where risk-adjusted returns come into play.
In simple terms, risk-adjusted returns measure how much return you're getting for the level of risk you're taking on. By considering both the return and the risk, you get a clearer picture of a fund's true performance.
Understanding the Sharpe Ratio in Mutual Fund Investing
When evaluating mutual funds, investors want to know if they are being rewarded for the risk they take on.
The Sharpe ratio is a widely used metric that helps measure the risk-adjusted return of a fund, making it easier to assess how well a mutual fund performs in relation to its risk.
Understanding Dynamic Bond Funds: A Flexible Approach to Fixed Income Investing
Dynamic bond funds are a type of mutual fund that invests primarily in fixed-income securities, such as government bonds, corporate bonds, and other debt instruments.
Dynamic bond funds are one such investment vehicle that provide investors with the flexibility to navigate the volatility of interest rates and changing market conditions.
Small-Cap Mutual Fund With Rs 61,974 Crore AUM: An Investment of Rs 1,00,000 Turned Into Rs 3,97,870 in Just 5 Years
Launched on January 1, 2013, the fund has demonstrated a strong performance history, making it a notable option for investors seeking exposure to small-cap equities.
As of December 31, 2024, the fund's AUM stands at Rs 61,974 crore, classifying it as a medium-sized fund within its category.
Bridging the Gap: A Brother-Sister Conversation on Loans Against Mutual Funds
In the world of personal finance, loans are a popular way to access immediate funds when needed.
It was a cosy evening, and after a long day at work, Raj sat on the couch, looking visibly stressed. His sister, Priya, noticed his tension and walked over to him with a concerned look on her face.
This Mutual Fund Has Outperformed Its Category: An Investment of Rs 1,00,000 Turned Rs 6,20,000 In Just 5 Years
With significant Assets Under Management (AUM) of Rs 26,670 crore as of December 2024, the fund has garnered substantial investor trust.
The fund's success can be attributed to its experienced fund management team, which employs a bottom-up stock-picking approach, focusing on companies with strong growth potential and robust business models.
The Balancing Act: Risk vs. Reward in Mutual Funds
Investing in mutual funds is a popular way to grow wealth, but it's not without its risks.
Understanding the relationship between risk and reward is crucial for making informed investment decisions.
Top 10 Mutual Fund Houses in India in 2025
Several fund houses have emerged as leaders in the industry, driven by strong track records, robust investment strategies, and innovative products. Below are the top 10 mutual fund houses in India in 2025:
The mutual fund industry in India is experiencing tremendous growth, and the top mutual fund houses listed above are leading the way in providing innovative investment products, excellent customer service, and consistent returns.
The Impact of Global Events on International Mutual Funds
International mutual funds are investment funds that invest in companies and assets in other countries.
These funds allow investors to spread their investments across different parts of the world, offering more growth opportunities.