Mutual Fund Insight

Our monthly magazine on mutual funds and personal finance


15-Jul-2024


Mutual Fund Insight-2024-06

From the Editor

Planning your mutual fund investments involves aligning your goals with fund categories. This month's cover story will help you choose between multi-cap and flexi-cap funds, making it easier to navigate mutual funds and plan your portfolio effectively. It's both interesting and useful for any investor.


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First Page

Goals vs funds

Choosing the right mutual fund requires a clear understanding of one's financial goals


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Cover Story

Why multi-cap funds triumph over flexi caps

Four reasons why they are the superior option for investors


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Fundwire

Fund Radar: Is silver the new gold rush?

The razzmatazz of silver funds has never been brighter. But don't fall for it.


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Fundwire

Fund Radar: Duds to studs

How top management appointments have revived five flop equity funds


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Fundwire

Inside Funds: Unveiling major trends across various equity mutual funds

What equity funds have been up to recently


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Personal Finance Insight

NPS, PPF or EPF: Who wins?

How the three popular retirement investment options stack against each other


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Interview

'Earnings momentum to continue for next 3-5 years'

Trideep Bhattacharya, CIO - Equities, Edelweiss AMC, stresses on earnings resilience for creating optimal portfolios


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Interview

'I am adding pharma, IT and hospital stocks to the funds' portfolios'

Kotak AMC's Atul Bhole on the adjustments he is making to the funds' portfolios


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Category Watch

Returns levelled off

However, these funds are tweaking portfolios to benefit from a possible rate cut


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Fundwire

Fund Analyst's Choice: Four short-duration funds handpicked by our analysts

Considering investing for the short term? Here are some funds you can add to your portfolio.


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Investors' Journeys

Child's education is no longer a child's play

Why educating children requires serious planning nowadays


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The Plan

Is LTCG tax stopping you from going 'direct'?

Capital gains tax is unavoidable. So, there's no need to wait to reshuffle your portfolio.


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Scorecard

Scoreboard

A review of how mutual funds under different categories have performed over time


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Scorecard

Top-rated funds

The highest-rated mutual funds across each category


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