In 2024, Indian equity markets faced significant volatility due to global economic uncertainties and geopolitical tensions, yet the Indian economy showed resilience fueled by strong domestic consumption, infrastructure…

Around 15 equity mutual funds have delivered over 30% CAGR in the last three years based on daily rolling returns. The data further showed that the top performers…

A 5 YEAR PERSPECTIVE TO RISK ADJUSTED RETURNS Point to point returns or CAGR returns are the most popular way to assess mutual fund performance. Of course, if…

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US equities posted another year of strong returns in 2024, while bonds and international equities had more modest gains. Fund investors poured money into the large-blend Morningstar Category—mostly…

Many mutual fund investors are worried about the valuations in the mid cap space. Mid cap stocks have witnessed a robust rally in the last few months. Investors…

How to change guardians in mutual fund investmentsYou will need to replace guardians when the current one can no longer manage the investment on behalf of a minor….

The idea of investing can be intimidating if you’re just starting out, but it’s an important part of saving for various financial goals and building wealth. You’ll encounter…

I’m now eligible for my 401(k), and I need to pick which mutual funds to invest my contributions into. I’m not sure exactly how to do this, but…