You may think you are spread out, but a large part of your account may still rise and fall with the same few names.

Vijay, a 43-year-old IT professional, noticed his mutual fund portfolio fall Rs 1.5 lakh in 12 days, raising concerns about regular versus direct plans. Experts say short-term declines are driven by ...

While these investments have a lot in common, their distinctions may make one a better financial choice ...

Mutual funds reduced exposure to IT stocks in February, with the sector’s weight in portfolios falling to an eight-year low ...

If you’ve been investing in mutual funds for a while, you probably see them as long-term wealth builders. And rightly so. SIPs, lumpsum investments, and diversification strategies are all tailored to ...

The capital market regulator has also clamped down on mutual fund overlap, considering it’s rather high in case of certain equity schemes at the fund house level.

Overview: A mutual fund screener helps filter hundreds of funds using important factors like performance, cost, and risk.Checking long-term returns, expense rat ...

Discover what a retail fund is, what they mean for investors, and how individual investors use them to achieve investment ...

Mutual funds will now be permitted to offer both value and contra mutual funds as long as the scheme portfolio overlap ...

HDFC Flexi Cap Fund’s February portfolio reveals a heavy tilt toward banking stocks, selective bets on digital companies and ...

Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial ...

A Middle East escalation can look like a distant foreign-policy headline until it shows up in your portfolio before you have ...