It is a known fact that the returns of an investment instruments (say mutual fund) and the actual return of an investor vary significantly. Why is that? Before we take it up, let’s look at this question. Is it advisable to continue SIP for ICICI Prudential Dividend Yield Equity Fund Growth Direct Plan (return of […]
ICICI Pru Balanced Fund – what you need to know
The next fund in the series of the ‘hot’ mutual funds is ICICI Pru Balanced Fund. The fund is a hybrid fund, which means it invests in equity as well as debt. However, the name balanced does not mean the ratio of equity and debt is 50:50. To ensure that it provides the investors the benefit of equity […]
Key Updates on mutual fund portfolio reports
Over the last week, you can see some new updates in your Unovest portfolio reports, deleting transactions as well as goals tracking. Here’s the full list of updates for your reference.
SBI Bluechip Fund – What you need to know
SBI Bluechip fund has been one of the most popular funds in the last few years. The numbers provide a clear proof. From an AUM size of just Rs. 740 crores in December 2013, it is now a behemoth at Rs. 15,236 crores (as of July 2017). So, there was this little fund that started in Feb […]
Franklin India High Growth Companies Fund – What you should know?
One of the more popular funds from Franklin Templeton AMC is the Franklin India High Growth Companies Fund. The fund has just completed 10 years of existence. It started in July 2007 when the previous bull market was hitting its peak. As is the norm, new fund schemes get launched during such times to capture on renewed and […]
ICICI Pru Value Discovery Fund – What you should know?
In 2016, ICICI Prudential Mutual Fund became the largest fund house by assets. One of the funds that rode along with it into this stardom was ICICI Prudential Value Discovery Fund, a fund that started as a midcap fund in August 2004. The ICICI Pru value discovery fund’s stated objective is to: to invest stocks available at a […]
