The latest issue of Mutual Fund Insight is out now!

Mutual Fund Insight Our monthly magazine on mutual funds and personal finance --------------------------------------------------------------- 15-Jul-2024 --------------------------------------------------------------- [Mutual Fund Insight-2024-08]( [From the Editor]( [Investors often ask, "Which fund should I invest in?" But the better question is, "What type of fund should I invest in?" Aligning investment choices with personal financial situation, risk tolerance, and long-term objectives is crucial. This approach fosters a unified portfolio strategy, avoiding the pitfalls of chasing hype cycles. Recent success in small-cap investing may tempt investors to assume continued outperformance, but, as our cover story will show you, caution is needed due to their inherently volatile nature. Ultimately, it's about creating a balanced strategy that can help you weather market fluctuations and achieve your long-term objectives.]( --------------------------------------------------------------- [story-image]( First Page [U-turn ahead?]( [There's no 'one-size-fits-all' fund that suits all types of investors]( --------------------------------------------------------------- [story-image]( Cover Story [The hidden dangers in your soaring mid- & small-cap funds]( [Five reasons why you should proceed with caution]( --------------------------------------------------------------- [story-image]( Special Report [Quant: From frontrunner to alleged front-running]( [Should you hold fort or exit its funds?]( --------------------------------------------------------------- [story-image]( Fundwire [Fund Radar: DIY or autopilot?]( [We compare the two options for maintaining a 70:30 equity-debt allocation]( --------------------------------------------------------------- [story-image]( Category Review [Active funds grow from strength to strength]( [Their investor inflows have increased, too. Nippon, ICICI Pru are the favourites.]( --------------------------------------------------------------- [story-image]( Category Review [Beating inflation on a consistent basis]( [With one-year returns approaching 16 per cent, equity savings funds remain ideal for regular income and medium-term goals]( --------------------------------------------------------------- [story-image]( Personal Finance Insight [How to file income tax returns on your own]( [The ITR process may be a tad time consuming. But it is far from intimidating.]( --------------------------------------------------------------- [story-image]( Investment Acorns [Thrive in grey: Is the market at the top or bottom?]( [The ideal approach to surviving market's highs and lows]( --------------------------------------------------------------- [story-image]( Fund Advisor [More isn't always better]( [In this era of endless (non)-innovation, simplicity remains an investor's best friend]( --------------------------------------------------------------- [story-image]( Investors' Journeys [There isn't any risk in the market]( [The illusion of riskless investing]( --------------------------------------------------------------- [story-image]( Interview ['Currently, I'm happy to underperform']( [PPFAS's Rajeev Thakkar opens up about froth, failure and trailing funds]( --------------------------------------------------------------- [story-image]( Interview [Bihani eyes small caps despite market froth]( [Kotak AMC's Senior Fund Manager also explains the small-cap fund's resurgence]( --------------------------------------------------------------- [story-image]( Fundwire [Inside Funds: Tracking key trends across mutual funds and stocks]( [We look at the important highlights of the last six months]( --------------------------------------------------------------- [story-image]( Scorecard [Scoreboard]( [A review of how mutual funds under different categories have performed over time]( --------------------------------------------------------------- [story-image]( Scorecard [SIP returns of Rs 10,000 per month]( [How a Rs 10,000 SIP invested across various funds would have earned you over a five- or 10-year period]( --------------------------------------------------------------- More from Value Research [Fundline]( [Fundline]( [Personal finance advice and mutual fund ideas]( Was this email forwarded to you? [Sign up here]( [vro-logo]( Copyright © Value Research India Private Limited 2024. All rights reserved. C-103, Sector 65 Noida, 201301. This notification mail has been sent to you at {EMAIL} because you are a member of Value Research Online. [Manage Newsletters]( [Unsubscribe]( [Privacy Policy]( Follow us: [twitter-icon]( [facebook-icon]( [youtube-icon]( [linkedIn-icon]( [instagram-icon](