Posts Tagged: mutual funds

Finance

SIP Returns: How Are They Calculated?

Investing in mutual funds using the Systematic Investment Plan is a regular way to accumulate wealth over time; in fact, it's a disciplined approach. Many investors generally search for tools that help them determine estimated returns on their investments, and one such tool is the SIP calculator, which makes it simple to calculate how much an investor could accumulate from regular investment amounts. Understanding how these returns are calculated can help you make well-informed decisions.

Investing

Stocks vs Mutual Funds: Returns, Risks & Which is Better?

When it comes to investing, one of the first things most people have to do is to decide whether to put their money in stocks vs Mutual Funds. Both of these investment options have their own pros, but which is the better choice for you?

Investing

How Finology Selects Best Liquid Funds For 2025

Liquid mutual funds are a popular choice for investors seeking a secure way to park their surplus funds for a short duration. In this blog, we'll explore the fundamentals of liquid funds, their benefits, and the process for evaluating safe liquid fund options.

Investing

Why Finology Excluded Mid-Cap and Small-Cap Funds for 2025

Investing is all about balancing opportunity and risk, but sometimes the scales tip too far on one side. This year, we decided not to include any mid-cap or small-cap funds in our recommendations. Here’s why:

Investing

How Finology Selects Best Flexi Cap Funds?

Flexi-cap funds provide the flexibility to dynamically allocate assets across large, mid, and small-cap stocks, depending on market conditions. This adaptability makes them a preferred choice for investors looking for a balance of growth and capital safety, often with lower volatility.

Investing

How Finology Selects Best ELSS Funds?

Equity-Linked Savings Scheme (ELSS) is a type of mutual fund that primarily invests in equities. It offers the dual benefits of potential market returns and tax savings under section 80C of the Income Tax Act.

Investing

How Finology selects Best Large & Mid-Cap Funds?

Large and Mid-Cap Funds are mutual funds that invest across the top 250 companies in India, offering exposure to both large and mid-cap stocks. According to SEBI guidelines, these funds must allocate at least 35% to large-cap stocks and another 35% to mid-cap stocks. The combination aims to balance the growth potential of mid-sized companies with the stability of large-cap companies.

Investing

How Finology selects Best Large Cap Funds?

Large Cap Mutual Funds are equity mutual funds that invest a major proportion of their total assets in companies with large market capitalisation. These funds are required to invest atleast 80% of their assets under management (AUM) in large cap companies.

Mutual Funds

5 Mutual Fund Ideas for Newly Married Couples in 2024

Starting a new chapter in life as a married couple is exciting. As you brace up for a new phase of your life, financial planning is crucial to build a secure future together. One way to start the journey to your financial freedom is via mutual funds.

Stock Market

Is Your Portfolio Volatility-Proof? A Financial Stress Test

The stress test, a significant move by SEBI, has stirred the nation from its self-induced sleep. As mutual fund investments continue to surge, reaching a staggering ₹54.5 lakh crore by 40 million investors in February 2024, the accompanying volatility has become a pressing concern.

Big Shots

Equitymaster Review: Is It Good for Long-Term Investors?

Claiming to be the first finance website in India, Equitymaster was launched in 1996 when the nation had only 10,000 internet connections. Today, Equitymaster has a whopping 17,64,790 users in over 72 countries in the world.

Big Shots

Value Research Review: Should You Subscribe?

Did you know 54% of Indians in 2023-24 have mutual funds as their preferred investment option? 🤗 So many people are pooling a certain amount of capital every month in mutual funds. Whether one selects a regular or direct growth mutual fund, choosing the right one among hundreds of options available can be overwhelming.

Mutual Funds

Factors to Consider While Investing in a New Fund Offer

As the popularity of mutual fund investment grows among today's investors, Asset Management Companies (AMCs) and fund houses are levelling up their game by introducing new mutual fund schemes. Whenever a new scheme is launched, it is done via a New Fund Offer or NFO.

Your Money

Easy Hacks for Salaried Individuals to Build Wealth

A sad notion we carry in our brains since adulthood is that “the only path to becoming rich is by inheriting wealth”. Interestingly, this fact is not wrong. Still, it’s not the ONLY path to be so. You can call it the shortcut method.

Mutual Funds

Best International Fund for 2024

Focusing on the financial world, large-cap funds exhibited an average annual return of 16.15%, while mid-cap funds showcased a commendable 30.77% return. Notably, small-cap funds emerged as the frontrunners, boasting the highest average return at an impressive 34.29%.

Mutual Funds

Best Tax Saving (ELSS) Mutual Funds for 2024

As tax season looms closer, think about diving into Equity Linked Savings Scheme (ELSS) funds- they're not just a smart move for growing wealth but also pack a punch when it comes to saving on taxes. These funds provide a dual advantage of potential returns and tax deductions under Section 80C of the Income Tax Act.

Mutual Funds

Best Flexi & Multi Cap Mutual Funds for 2024

As of 30 November 2023, there were a total of 1,472 mutual fund schemes. In the ever-changing world of mutual funds, we know how important it is to pick the winners for your portfolio.

Mutual Funds

Best Large Cap Mutual Funds for 2024

Hey there, welcome back! This article is all about getting straight to the point. But before we spill the beans on the best large-cap mutual fund for 2024, we want to walk you through the journey we took to pick this gem from the sea of options out there.

Posts Tagged: mutual funds

SIP Returns: How Are They Calculated?

Stocks vs Mutual Funds: Returns, Risks & Which is Better?

How Finology Selects Best Liquid Funds For 2025

Why Finology Excluded Mid-Cap and Small-Cap Funds for 2025

How Finology Selects Best Flexi Cap Funds?

How Finology Selects Best ELSS Funds?

How Finology selects Best Large & Mid-Cap Funds?

How Finology selects Best Large Cap Funds?

5 Mutual Fund Ideas for Newly Married Couples in 2024

Is Your Portfolio Volatility-Proof? A Financial Stress Test

Equitymaster Review: Is It Good for Long-Term Investors?

Value Research Review: Should You Subscribe?

Factors to Consider While Investing in a New Fund Offer

Easy Hacks for Salaried Individuals to Build Wealth

Best International Fund for 2024

Best Tax Saving (ELSS) Mutual Funds for 2024

Best Flexi & Multi Cap Mutual Funds for 2024

Best Large Cap Mutual Funds for 2024

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