When markets turn volatile, investors don’t just worry about returns they worry about downside protection. The ability of an investment to cushion losses during market downturns is what truly defines its resilience. Among mutual funds, two categories often come into the spotlight for this purpose: Hybrid Funds and Debt Funds. Both promise relative stability compared […]

Investing can feel overwhelming at times, especially with all the technical terms and figures. To make things simpler, SEBI the regulator for mutual funds in India has introduced ways to help investors compare and assess different mutual fund schemes more effectively. That’s where risk-adjusted returns and the Information Ratio (IR) come into play. – Similar […]

A Systematic Investment Plan (SIP) is one of the easiest and most effective ways to build wealth over time. The concept is simple, invest a fixed amount regularly and stay consistent. With time and discipline, your investments can grow into a substantial corpus. But despite its simplicity, many investors don’t get the full benefit of […]

With tax season upon us, it’s the perfect time to understand how your mutual fund investments are taxed. Whether you’re investing through SIPs or lump sums, knowing the tax rules can help you avoid surprises and plan more efficiently. From capital gains to dividend taxes, being informed will ensure you optimize your returns and remain […]

In the ever-evolving world of investment, hybrid funds offer a balanced and flexible approach for investors looking to gain exposure to both equity and debt instruments. These funds are particularly suited for individuals who seek moderate risk and stable returns, combining the growth potential of stocks with the stability of bonds. – What are Hybrid […]