Over a 10-year period, the proportion of underperforming large-cap funds dropped to 61% and proportion of underperforming ELSS funds dropped to 46%The SPIVA report does give the average returns of asset-weighted funds and these are typically higher than equal-weighted returns
2 min read22 Oct 2019Make sure the tax-saving investment is required for your purposesContinue to retain your bluechip fund investment
1 min read29 May 2019Given lower costs and recent underperformance of large-cap funds, interest in passive segment is growing
3 min read27 Nov 2018According to Sebi rules, mutual fund schemes classified as large-cap can invest a minimum of 80% of their assets in the top 100 listed stocks
1 min read31 Oct 2018Have a total of 4-5 funds with a large-cap fund, a couple of diversified funds and 1-2 small- or mid-cap funds.
1 min read30 Aug 2018'Mint' uses qualitative and quantitative parameters to select 30 schemes out of more than 2,000 schemes
1 min read30 Aug 2018For the one-year ended 29 December, about 59.4% of large cap equity funds and 72.1% of mid and small cap funds underperformed their respective indices
1 min read26 Mar 2018With lower inflation, returns from short-term bond funds would be enough to beat inflation and generate real positive returns
4 min read16 Jun 2017With lower inflation, returns from short-term bond funds would be enough to beat inflation and generate real positive returns
4 min read8 Jun 2017It picks from among the largest 100 companies by market capitalization
1 min read9 Apr 2015The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared