Mutual funds performance in the last 20 years

You might have read that you should invest in mutual funds for the long term. Have you ever wanted to test the reality of this statement? In this article, we will find out how mutual funds have performed in the last 20 years in India. Let me start with the example of one of India’s …

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HDFC Top 200 Fund Renamed to HDFC Top 100 Fund

One of the most popular mutual funds in India, HDFC Top 200 Fund has been renamed to HDFC Top 100 Fund. The fund is managed by one of the most popular fund managers, Prashant Jain. As the name suggests, HDFC Top 100 is a pure large cap fund predominantly investing in the financial services sector. The …

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ICICI Bluechip Fund : Fund Review

ICICI Prudential Focused Bluechip Equity Fund has been renamed to ICICI Prudential Bluechip Fund. As the name suggests, the fund is classified as a large cap fund under the SEBI guidelines. With assets of Rs 17,142Cr, ICICI Bluechip fund is one of the largest and best performing large cap funds. The fund is managed by …

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Best Large & Mid Cap Funds to invest in 2018 – 2019

What are large & mid cap funds? SEBI in its October 6, 2017 circular laid down 5 broad and 36 sub-categories for mutual funds. It has also described each scheme’s characteristics. It defined the large & mid cap funds category as an open-ended equity scheme investing in both large-cap and mid-cap stocks. According to SEBI, a …

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What are Hybrid Funds? Best Hybrid Funds for 2018-2019

Earlier known as Balanced Funds, Hybrid funds invest both in equity and debt instruments. Some hybrid funds also invest in other assets like gold and real estate. Hybrid or Balanced mutual funds have been very popular among Indian investors. They are suitable for investors seeking good returns at moderate risk. Hybrid funds can be used both …

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What is Grandfathering in mutual funds LTCG Tax?

The finance ministry, in its budget announcement on Feb 1st, re-introduced the tax on Long-Term Capital Gains (LTCG) at 10% without indexation benefits. This is applicable for gains above Rs 1,00,000. This new law is applicable from 1st April 2018. So does that mean all the gains made up till now should be taxed? No. …

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Kotak Select Focus renamed to Kotak Standard Multicap Fund

Kotak Select Focus Fund has been renamed to Kotak Standard Multicap Fund. Kotak Standard Multicap Fund is a fund in the multi-cap category. Initially, it was called Kotak Select Focus Fund. Following the introduction of new rules by the Securities and Exchange Board of India (SEBI) for rationalization of mutual fund schemes, the fund will now …

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Reliance Small Cap Fund: Fund Review

Reliance Small Cap Fund has been amongst the top performers in the small-cap fund category. The fund has an asset size of Rs 7,207 crore as on 30th April 2018, co-managed by Mr. Samir Rachh and Mr. Dhrumil Shah. From Rs 1,282 crore in December 2014, assets under management have touched Rs 6,613 crore in …

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