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The best advisor

Many investors need some sort of financial help to achieve their goals. Fortunately, you already know the advisor who can help you out.

A decade of wealth creation

As direct plans turn 10, we look at how they have helped you build more wealth

A good bad year

For investors, 2022 was the best bad year that I remember in a long time. On the face of it, the markets should have crashed. If I list the actual events of the year, from a major European war that now seems never-ending, an oilprice spike, yet another piece of COVID idiocy from the Chinese government and, above all, the longfeared end of the free-money regime of the US, then investors should have had a very bad time indeed. And yet, here we are, the year has ended and we're fine. Compared to how bad such a year could have been, it's been a good year.

Yet To Get It Right

Over the years, the mutual fund industry has tried to innovate with its offerings. But other than direct plans, its track record here has so far been shabby.

'Mutual funds have become a part of mainstream conversations'

\"The best way to predict the future is to create it,\" suggested the management guru Peter Drucker.

'Do things that you understand and that work for you'

I don't see why the mutual fund industry can't grow at a steady rate of 15-20 per cent on a compounded basis, especially as an increasing number of investors seek equity or wealth-creation solutions.

'Index funds and ETFs will only grow from here on'

Nothing validates our belief more than our recent announcement to acquire L&T Investment Management RAVI MENON, CEO

'The next decade belongs to the retail segment'

We believe that the growth of passive funds is linked to the failure of active fund managers SANDEEP TANDON, FOUNDER & CIO

'Risk increases by being risk averse. Embrace risk.

The AUM growth journey would continue in 2024 and beyond.

"The industry has a supply-side issue with distributors"

It's quite remarkable that nearly ₹12,000 crore that we add monthly through the SIP route today is much higher than our equity AUM number 20 years back.

'Passive funds could be the loss leaders of fund houses'

Any 20-year forecast should be taken with generous dollops of salt.

Much ground to cover

While mutual funds have gained assets and popularity, the industry still needs to work hard. Fortunately, the SIP numbers have been quite encouraging.

Coming a long way

From embracing digital to furnishing comprehensive fund information, the mutual industry has taken many steps to improve its service quality

Quality is the middle name

A reliable bet for your core debt allocation, this fund aims to provide modest returns with a quality portfolio

Biased towards quality

With its risk-conscious, high-quality approach, this fund is suitable for conservative investors

The aggressive one

This fund is a good fit for those who don't mind taking slightly higher risk for better returns

Optimising returns

Aimed at providing optimum returns with a moderate level of risk, the fund takes a measured approach to both credit and duration.

Revival in sight?

Short-duration funds are showing signs of promise. Here's why these funds continually hold merit in being the heavy lifter in your debt portfolio.

When & how to change your NPS pension fund manager

5 painless steps to ensure a larger retirement kitty. Plus: A DIY to switch your asset allocation.

Lessons in value investing

Sankaran Naren is known as a seasoned value investor in the Indian mutual fund industry.

Where are you, and where are ? you going?

Can you reach your destination without knowing where it is? Of course not.

How successful investors buy low & sell high

Learn how to build a robust investment portfolio that suits you

Tax-Saving Heavyweights

ELSS, PPF, ULIPS and NPS are all popular tax-saving avenues. Which should you choose and how does the NPS compare with ELSS?

How To Claim The Mutual Fund Investments Of A Deceased Relative!

Here is a detailed guide on how a nominee, heir or beneficiary can claim the mutual fund investments of a deceased relative

8 Funds To Supercharge Your Portfolio

Selected funds that are off the beaten track, each one with the potential to play a key role in your portfolio

'We are quite confident of our investee companies and their ability to deliver long-term performance'

Most of DSP's equity funds have been struggling to keep up with their peers over the last two years.

Good gets better

MFCentral has enabled financial transactions. Here's a walkthrough.

A legacy of value: Prashant Jain

Prashant Jain, the torchbearer for value-investing philosophy in Indian markets, has decided to hang up his boots after 31 years at HDFC Mutual Fund. We take a look at the illustrious career of this star fund manager.

A string of crises

Since February 2020, the world is seeing a seemingly never-ending stream of crisis. Here's a recipe for investors to move ahead with confidence.

Frozen Funds, Angry Investors

Finally, the inside story on why Franklin froze six funds