There are just a few things you need to do to succeed in investing. Unfortunately, many investors don’t adhere to them. The lead story of this issue of Mutual Fund Insight tells you what those things are and how you can set them right. Don’t miss the other major attraction of this issue: outlook for 2017. Packed with other regular features, this issue again promises to deliver all that you need for a successful fund investing.

In our final issue of the year:
1. The 9 best hybrid funds investors should pay attention to.
2. Which performs better, Sensex or Nifty?
3. Know what the ideal budget and EMI for buying your first home are, along with a tax hack.
4. NPS offers more than just tax benefits.
5. The ideal frame to help you minimise losses and make money.
6. Our columnist, Shyamali Basu, provides her take on the best time to start preparing for retirement.
7. Mahesh Patil of Aditya Birla Sun Life AMC discusses why mid-cap and small-cap companies appeal investors.
8. SBI's Dinesh Balachandran takes us on his success journey, the reasons behind the fund's remarkable performance and why gold is good for multi-asset funds.

In this anniversary issue:
1. A model portfolio for 25 to 35-year-olds.
2. A comprehensive investment plan for 35 to 50-year-olds.
3. Ideal investment strategy for 50 to 60-year-olds.
4. What should a retiree's portfolio look like?
5. Succession planning for everyone above 40.
6. Mutual fund house CEOs on passive funds, debt funds, digitalisation and more.
7. Our exclusive supplement with the Big 50 largest equity oriented funds list curated by our analysts.
8. Another special supplement with the most rewarding SIP funds.

In this issue: 
1. The answer everyone wants! Know exactly when to sell your underperforming fund
2. Get the 10 Best Equity Funds list curated by our analysts
3. Know how to save tax in the new tax regime
4. Our columnist, Shyamali Basu, explores if you should invest in small-cap funds right now
5. Invesco's Taher Badshah also gives his take on the small-cap space and if it can go up even further
6. HSBC's CEO Kailash Kulkarni outlines the roadmap to crack India's mutual fund industry

In this issue: 
1. Invest less, earn more: The art of keeping a simple, decluttered portfolio
2. Our recommended small-cap funds and mid-cap funds
3. In which stocks are small-cap funds investing?
4. Did you know there's a difference between national inflation and your inflation?
5. Why international mutual funds still make sense

In this issue:
1. Conquer your retirement fears
2. ELSS: Criminal injustice
3. A special report on equity savings funds and why these funds are ideal for safe investors, especially retirees
4. Interview with Sohini Andani, Fund Manager at SBI Funds Management, on the active-versus-passive debate, the AMC’s conservative near-term outlook, among others.
5. Plus, our regular columns, insights and analysis.

In this issue:
1. How to build a crashproof portfolio
2. Mutual funds or NPS Tier-2: Which is better?
3. The best large-cap funds
4. Interview with Rajeev Thakkar, CIO - PPFAS Mutual Fund, on the AMC’s journey, his views on current global trends, among others.
5. Plus, our regular columns, insights and analysis.

In this issue:
1. Investing blunders: False beliefs that can derail your financial future. 
2. A tax in time saves you dime
3. Best flexicap/large & mid-cap/value funds
4. Interview with Neelesh Surana, CIO – Mirae Asset Investment Managers India Pvt. Ltd., on his optimism for new-age companies, among others.
5. Chasing performance is futile
6. Plus, our regular columns, insights and analysis

In this issue:
1. Mastering Mutual Fund Tax Changes
2. How to save big on your health insurance premium
3. Are Axis funds still safe?
4. Interview with Harsha Upadhyaya, Chief Investment Officer – Equity, Kotak Mahindra AMC, on the reasons for his funds’ lean phase in 2020-21 and the recovery thereafter.
5. How to invest in direct plans
6. Plus, our regular columns, insights and analysis

In this issue:
1. Let India make you rich 
2. A 2023 roadmap for international investors
3. Fund Analyst's Choice: Best short-duration funds
4. The Plan: Should you prepay your home loan?
5. Interview with Rahul Singh, Chief Investment Officer (CIO) – Equities, Tata Asset Management, on what’s worked and what’s not since he took over the reins of Tata AMC’s equity division.
6. Plus, our regular columns, insights and analysis


In this issue:
1. India’s best life insurance plans
2. Fund Analyst's Choice: Best tax-saving funds 
3. The Plan: How to save income tax at the last minute
4. Budget & You
5. Interview with Roshi Jain, Senior Fund Manager, HDFC AMC, on her tenets of managing the schemes of the AMC. 
6. Plus, our regular columns, insights and analysis

In this issue:
1. Welcome 2023: Lessons from the year gone by and how to profit from them this year
2. The Plan: how to save tax after selling a house 
3. How to surrender your life-insurance policy
4. Interview with R Srinivasan, CIO, Equity at SBI Mutual Fund and the chief architect of SBI Small Cap Fund’s dream run, on his stock holdings, market valuations and the small-cap universe.
5. Plus, our regular columns, insights and analysis.

In this issue:
1. Getting high: What to do amid the ongoing market euphoria 
2. Best large-cap funds 
3. How to file a health-insurance claim 
4. Interview with Niket Shah, Fund Manager at Motilal Oswal AMC, on the performance of the fund, among others
5. Plus, our regular columns, insights and analysis.

In this issue:
1. Paying for higher education
2. Time to exit international funds?
3. The investment philosophy of Samir Arora, CEO and founder at Helios Capital Management.
4. Views of Jinesh Gopani, Head – Equity, Axis Mutual Fund, on the performance of the AMC’s funds, among others
5. Plus, our regular columns, insights and analysis.

In this issue:
1. The journey of mutual funds in India: What’s hot, what’s not
2. Inspirational investors 
3. Investment stalwarts
4. The CEO’s desk
5. Bonus reports 
6. Plus our regular columns, insights and analysis.

In this issue:
1. How successful investors buy low & sell high
2. When & how to change your NPS pension fund manager
3. Funds in action
4. Interview with Sankaran Naren, Executive Director & Chief Investment Officer, ICICI Prudential AMC, on various lessons in value investing.
5. Plus our regular columns, insights and analysis.

In this issue:
1. 8 funds to supercharge your portfolio
2. A legacy of value: Prashant Jain
3. Tax-saving heavyweights
4. Interview with Vinit Sambre, Head – Equities at DSP Investment Managers, on the reason for the rough patch being faced by DSP’s equity funds, among others.
5. Plus our regular columns, insights and analysis.

In this issue:
1. India's best mid-cap and small-cap funds
2. Witness the magic
3. Interview with Pankaj Tibrewal, Sr. VP & Fund Manager (Equity) at Kotak Mahindra Asset Management Company, on investing in the mid-cap and the small-cap segment, among others.
4. ELSS or NPS: Where should you invest?
5. More than meets the eye
6. Plus our regular columns, insights and analysis.

In this issue:
1. Ideas to retire rich
2. Where should retirees invest now?
3. How to port your health insurance
4. Should you invest in REITs?
5. Interview with Manish Gunwani, CIO - Equities, Nippon India Mutual Fund, on when the next round of growth can be expected for the Indian markets and where it will come from, among others.
6. Plus our regular columns, insights and analysis.

In this issue:
1. Frozen funds, angry investors
2. Eleven hand-picked growth funds
3. Interview with Krishna Sanghavi, CIO – Equity, Mahindra Manulife Investment Management Private Limited, on the markets, portfolio construction, the active–passive debate, among other things.
4. Should you trade stocks to generate a second income?
5. Plus our regular columns, insights and analysis.

In this issue:
1. How to invest overseas now 
2. Best aggressive hybrid funds 
3. How to decide your asset allocation
4. Funds for first-timers
5. Plus our regular columns, insights and analysis.

In this issue:
1. War & investing:  What to do and what not to
2. How to file a life-insurance claim
3. Four hand-picked short-duration debt funds
4. Interview with Sandeep Tandon, CIO & Founder, quant Mutual Fund, on the fund house’s ‘VLRT’ framework and how he manages his fund.
5. Plus our regular columns, insights and analysis.

In this issue:
1. Your ideal tax-saving plan 
2. ULIP vs ELSS: Which is better?
3. Which is the best NPS plan?
4. Guide to buying health insurance online
5. Plus our regular columns, insights and analysis.

In this issue:
1. What to do if interest rates rise.
2. Should you invest in silver ETFs?
3. Two hand-picked international equity funds.
4. The most comprehensive fund scoreboard with key performance numbers and investment details. 
5. Plus our regular columns, insights and analysis.

In this issue:
1. The promise and peril of balanced advantage funds
2. All you need to know about RBI Retail Direct
3. Have at your fingertips seven hand-picked large-cap funds. 
4. Interview with Gaurav Misra, Co-Head Equity, Mirae Asset Investment Managers (India) Pvt. Ltd., on the market and economic scenario, Mirae’s investment philosophy, his Large Cap and Focused Funds and his career lessons.
5. Plus our regular columns, insights and analysis.

In this issue:
1. The passive party: NFO euphoria in ETFs, index funds and FoFs and what’s in it for you
2. Credit-risk funds: Should you invest in them now?
3. Best tax-saving funds at your fingertips
4. Interview with Anand Radhakrishnan, Managing Director and Chief Investment Officer, Emerging Markets Equity – India, Franklin Templeton, on the AMC’s equity funds and their performance, along with other current issues.
5. Plus our regular columns, insights and analysis.

In this issue:
1. Guide to becoming an expert mutual fund investor
2. An awesome investment tracker for awesome investors
3. 8 key events of the year gone by and how they affect you
4. A series of interviews of CEOs of AMCs
5. Most rewarding SIP funds
6. Comprehensive data on the 50 largest equity-oriented schemes that together constitute over 55 per cent of the total assets of such funds
7. Plus our regular columns, insights and analysis.

In this issue:
1. No delays acceptable! Four money fixes you must not postpone.
2. How to file your ITR.
3. A special report on what the DHFL resolution mean for fund investors. 
4. Interview with Kaustubh Gupta, Co-Head, Fixed Income, Aditya Birla Sun Life AMC Limited, on the present situation in the debt market, return expectations going forward and many more.
5. Plus our regular columns, insights and analysis.

In this issue:
1. NFO mania is back! What’s in it for you?
2. Guide to buying life insurance online
3. Interview with Saurabh Jain, MD and CEO, Navi AMC, on the fund house’s plans and future launches.
4. A special report on the present status of the segregated bonds from open-end schemes and the recovery made so far.
5. Access to the most comprehensive fund scorecard with key performance numbers and investment details.
6. Plus our regular columns, insights and analysis.

In this issue:
1. What to do if the market crashes: Top investor mistakes by life phases, how to avoid them and what to do instead
2. Passing the baton: A step-by-step guide on how to ensure a smooth transfer of your assets and investments to your loved ones in your absence
3. Interview with Vetri Subramaniam, Group President & Head Equity, UTI AMC, on the economic scenario, corporate earnings, market valuations, among others.
4. Access to the most comprehensive fund scorecard with key performance numbers and investment details.
5. Plus our regular columns, insights and analysis.

In this issue:
1. Offbeat outliers: Four important fund categories you may be ignoring
2. SIPs for children's education 
3. Access to eleven hand-picked growth funds
4. Interview with Sohini Andani, Fund Manager, SBI Mutual Fund, on market valuations, the impact of the second COVID wave, momentum investing, among other things
5. Plus our regular columns, insights and analysis

December 2023

November 2023

October 2023

September 2023

August 2023

July 2023

June 2023

May 2023

April 2023

March 2023

February 2023

January 2023

December 2022

November 2022

October 2022

September 2022

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Mutual Fund Insight Magazine - February 2017

Mutual Fund Insight Magazine - February 2017

In this issue

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