In this 15-year equity mutual fund SIP report, we tabulate returns for 148 equity-oriented mutual funds to find only 71 managed a return greater than 10%, and out of these 71, 17 are sectoral/thematic funds.

There is an uncanny pattern to mistakes mutual fund investors make regardless of their experience. Here are five such common mistakes. Avoiding these can significantly help your portfolio.

This is a list of factor-based ETFs and index funds, also known as smart beta funds or strategic funds, available in India as of July 2020

Those who argue that the stock market recovery is not to be trusted can use the Nifty 50 Arbitrage Index for support. The index that tracks the price difference between “buying equities and selling equivalent equity futures” has registered a fall over the last three months (13 weeks to be exact). Pointing to a drying…

Here are four ELSS funds that have consistently outperformed the NIfty 200 Total Return Index (dividends included) in terms of both returns and risk.

A factor-based index is one in which parameters like volatility, momentum, alpha, ROE, PB, PE etc are used to construct the index instead of market capitalization. This is one way to reduce concentration risk in traditional indices like Nifty and Sensex. Midcap mutual funds have struggled to beat the NIFTY Midcap150 Quality 50 Index.

“I checked the monthly fact sheet of my equity mutual fund and found that the equity allocation was less than 65% of domestic equity shares. Does this it will be classified as a debt mutual fund and I have to pay more tax on it?”.  A discussion.

This is a listing and classification of international mutual funds available in India as on July 2020 classified by their investment mandate to serve as a ready reckoner for investors attempting to navigate this category.