Category: Mutual Funds

Ram was on a family trip in Bhutan on 8th November 2016 when the demonetization move was announced. Being blissfully unaware, he was enjoying the last few days of his vacation in Thimphu. That is when his friend called him… Read more

Today, every industry wants to leverage digital media to grow business. And the mutual fund industry is no different. So to understand how digital media is shaping investors’ choices, Cafemutual had invited Karl Gomes, Chief Fanatic at Fanatics, to speak… Read more

How do you judge a fund manager? Many distributors look at the past performance of a fund manager to decide whether it is worth entrusting their clients’ money to the manager. While past performance does matter, you need to look… Read more

Srikanth Matrubai, SriKavi Wealth Advisors An MNC executive sought my advice for parking money for a time horizon of one year. He didn’t want to invest in FDs as they are not tax-friendly. So I advised him to invest in… Read more

Kavitha Menon, Mumbai based RIA One of my friends who was working in an MNC approached me with a unique problem. He had bought six properties and a major portion of his salary went into repaying the loan that he… Read more

Nashik based Mukesh Chothani narrates how his advice helped his client repay a big loan; Gujarat based Narendra Zinzuvadia shows how his recommendation to switch to debt MFs from bank deposits has helped his client earn better post-tax returns. Mukesh… Read more

Despite the growing significance of mutual funds (MFs) in domestic equities, foreign institutional investors (FIIs) continue to have more influence in deciding the market direction. An analysis of rolling three-month investment by FIIs and MFs shows the benchmark Sensex on… Read more

It has outperformed peers and the benchmark during the recent two market phases   Launched in October 1994, ICICI Prudential Multicap Fund is classified under the diversified equity category of CRISIL Mutual Fund Ranking. It has been ranked in the… Read more

Equity linked savings schemes (ELSS) are simple diversified equity mutual fund schemes. The only difference is that, since they offer a tax break for the investor, they entail a lock-in period of three years. Typically, ELSS funds have tended to outperform… Read more