What is the classification of mid-caps? If the top 100 stocks by market cap are classified as large cap stocks, then the ...

Building a balanced mutual fund portfolio is both an art and a science. By clearly defining your goals, diversifying ...

As per the Sebi mandate, large & mid cap mutual funds are open-ended equity schemes that invest a minimum of 35% of total ...

Mutual fund investors choose between growth and dividend options, impacting long-term wealth creation. The growth option ...

When investing in mutual funds, you’ll encounter two types of investment options: Direct Plans and Regular Plans.

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Evaluate whether the product is right for you and the level of risk you're willing to accept with your investments.

Like any investment, index funds have advantages, such as lower fees, as well as disadvantages. Read on to see if this ...

Index funds are mutual funds that seek only to mirror the performance of an underlying stock market index — not to outperform it. Millions of investors hold them in their portfolios because they ...

As the exhibit below illustrates, the 15 funds that created the most value are all large, well-established names. Most of ...

In addition, index mutual funds are larger on average ... Smaller potential returns: By definition, passive funds pretty much never beat their index, even during times of turmoil, as their core ...

Kate is an experienced freelance writer and editor with a passion for personal finance. From budgeting and banking to credit cards and investing, she enjoys making complex topics accessible and ...