Equity Funds Articles

Mutual funds data
July 2, 2020
Which debt funds beat most equity funds in 5 year period

Though fixed income and stocks have two very different goals in one’s portfolio, in some phases debt funds will outshine equity funds

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Safe investing
June 25, 2020
Investment lessons from the Covid-19 rout

Buy only when a company fits into your investment strategy. Don’t make your portfolio a collection of stocks – rather it should be a collection of businesses fulfilling your strategy, says Amit Gupta

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Retirement goal
June 17, 2020
3 questions answered about how to exit when financial goal is near completion

The correct strategy to withdraw money from your investments towards the end of your goal completion depends on a host of factors such as your personal situation; what works for your friend may not work for you

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Portfolio management service or PMS
June 9, 2020
How to rebalance your investment portfolio like an expert

Selling the best-performing investments goes against most investors’ instincts but you have to do that in rebalancing, unless you can inject fresh capital

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Stock markets
June 3, 2020
Markets fall and recovery: Which equity funds out-performed in both phases

We take a look at 167 largecap, midcap and smallcap funds to find out which funds have beaten category average

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Arbitrage funds
May 26, 2020
Arbitrage funds are better than short term debt fund options if you can give 6-12 months

The worst 1-year returns for top arbitrage funds have been between +2.1% and +5.7%; investors must spare sometime on the quality of debt book run by arb funds

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smallcap fund ICICI Prudential Small Cap
March 30, 2020
Small cap funds of SBI MF and DSP MF start accepting fresh lumpsum investments. Should you jump in?

The SBI scheme will accept lumpsum investments till the receipt of net inflows is worth Rs 1000 crore

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Mutual funds ULIP
December 26, 2019
ULIP review: How well do Max Life’s equity funds fare against peers

Returns of Max Life largecap ULIP equity funds look better than its midcap fund in the 1 year and 3 year period

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Stock slump
August 29, 2019
What is the mutual fund exposure to RBL Bank whose stock went crashing down to a 3-year low

As on July 31, about 125 equity and hybrid mutual fund schemes have invested in RBL Bank shares holding a combined 21% stake in the company

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