The retail participation in mutual funds increased from 26% in FY19 to 28% in FY25 and HNI participation also grew from 32% to 35%, showing rising trust across segments, according to a report from 1Lattice, a market intelligence firm. The report further highlights that India’s mutual fund AUM hit Rs 65 trillion in FY25, growing … Read more
Welcome to The Golden Thumb Rule – a podcast where timeless investing wisdom meets real-world insights. In this episode, we’re joined by Nilesh Shah, Managing Director of Kotak Mahindra AMC, as he cuts through the noise of short-term market trends and social media hype to share one simple truth: “10-second reels won’t build wealth; 10-year … Read more
In personal finance, most people aren’t looking for a long-term solution—they’re searching for a quick remedy. It’s evident from the most commonly searched queries on the internet: “Which is the best mutual fund?”, “What are the top-performing mutual funds?”, “Which SIP gives the best return?”, or “Which calculator can help me pick the right fund?”. … Read more
How much do you need to invest every month to become a crorepati in 10 years? That’s exactly what Pushkar Singh, a young investor and viewer of The Money Show on ETNow, wanted to know. He’s been investing regularly for a year now, building a portfolio across diverse mutual funds, and is planning to add … Read more
The SBI Long Term Equity Fund, formerly known as the SBI Magnum Taxgain Scheme, is an Equity Linked Savings Scheme (ELSS) offered by India’s largest fund house. With a history of 32 years, this tax-saving fund is one of the oldest of its kind in India, featuring a 3-year lock-in period and tax benefits for … Read more
HDFC Flexi Cap Fund, managed by HDFC Asset Management Company, was launched in January 1995 and has shown significant growth over the years. As of February 28, 2025, the fund’s assets under management (AUM) reached Rs 64,124 crore, achieving an 18.77% return since its inception. The fund follows the NIFTY 500 TRI benchmark and … Read more
The ongoing downturn in benchmark equity indices has resulted in a decrease in the average annual returns of the National Pension System (NPS). Since September 27, 2024, both the Sensex and Nifty have dropped by more than 17% and 18% respectively. The decline in the Nifty 50 index has impacted long-term gains, causing concern among … Read more
Specialized Investment Fund: The Securities and Exchange Board of India (SEBI) is set to launch a new asset class for investors on April 1, 2025. The introduction of the Specialized Investment Fund (SIF) by SEBI aims to cater to the increasing demand from investors who feel constrained by the conventional options of mutual funds and Portfolio … Read more
Query: I strongly believe in the benefits of SIP and SWP. Currently, I am investing Rs 10,000 per month and expecting a return of 12% per annum. My plan is to continue this investment for the next 20 years, with an annual increase of 10%. I am 40 years old and am considering this approach … Read more
Radhika Gupta, Edelweiss Mutual Funds MD and CEO, took to social media platform X to share tips on how to start an SIP (systematic investment plan) in children’s names. A day ago, Gupta had shared the benefits of starting an SIP in children’s names and how it can help investors achieve their financial goals. Commenting … Read more