Mutual Funds

With geopolitical tensions on the rise globally, the defence sector has emerged as an attractive investment theme for investors seeking diversification and growth.

When it comes to investing, investors today are spoiled for choice. From traditional investment avenues like fixed deposits, gold, and real estate to newer options like stocks, mutual funds and ETFs, there's a wide array of products to choose from. However, two of the most popular instruments among investors are stocks and ETFs.

One of the key metrics to evaluate the historical performance of a mutual fund is its CAGR or Compound Annual Growth Rate.

The 8-4-3 SIP rule can help you harness the power of compounding from your SIP plan and help counter inflation.

Arbitrage funds aim to benefit from the price differentiation in two different markets and have delivered decent returns.

There are several instances that may warrant a mutual fund exit. Being aware of them can help you meticulously plan your exit strategy.

When it comes to investing, especially for those looking to grow their wealth steadily, SIPs (Systematic Investment Plans) often come up as a popular choice. However, many people tend to confuse Mutual Fund SIPs and Stock SIPs. So, what exactly is the difference? In simple terms, a Mutual Fund is an investment vehicle. It pools money from various investors to invest in assets like stocks, bonds, and other securities. A professional fund manager handles the investment decisions, making it easier for everyday investors who may not have the time or expertise to manage a portfolio themselves.

Are you looking for a mutual fund that gives you the best of both worlds — equity and debt — and adjusts its portfolio as per market conditions? If yes, balanced advantage funds should be on your radar. These funds are a category of hybrid funds. Read on to learn what makes these funds unique and their various other aspects.

Did you know the latest sensation of financial markets? It is the humble systematic investment plan (SIP). Inflows into mutual fund SIPs have witnessed a steady increase in the past 12 months – they have risen from ₹18,838 crores in January 2024 to ₹21,262 crores in June 2024, an increase of 12.8% in six months. The growth is even more eye-opening when compared to corresponding data from a year ago. Inflows through SIP investment plans have increased 44% from ₹14,734 crores in June 2023 to ₹21,262 crores in June 2024 . The numbers point towards the growing popularity of SIP investments and their role in wealth creation for various life goals.

The extended internal rate of returns (XIRR) is one of the widely used metrics for computing returns from a mutual fund investment, the other being the compound annual growth rate (CAGR). As an investor, you must have a solid understanding of both to gauge your fund's performance. Read on to find out what is XIRR in mutual funds and how it differs from the CAGR.