Author: Siddharth Baid

Investors often get confused about the decimal places in the Net Asset Value (NAV) of various mutual funds that they have in their portfolio. One thing that a lot of them notice is that the number of decimal places is… Read more

There are different ways of looking at the performance of an equity oriented mutual fund and the main point for the investors is that they should monitor their investments but not too frequently. The reason why a specific time element… Read more

Mutual fund as an investment vehicle, is rapidly gaining popularity across India. The April–November period of 2015 saw an addition of 2.5 million new investors in mutual fund sector. However, most of these new investors and in fact, even the… Read more

There are various variations of funds present in the market and investors have to take a close look at the exact details related to them before including it in their portfolio. The tendency of many people is to just go… Read more

Liquid mutual funds as the name suggests are those which have a portfolio of very short term debt instruments, mainly below 91 days. Such a portfolio focuses on maintaining liquidity and safety of the investments. It is considered as the… Read more

The new system of a one-time completion of the Know your Client (KYC) guidelines is slowly progressing and this requires various players in the mutual fund space to upload the details of the customer KYC details. This is likely to… Read more

There are cut off times that are important when it comes to mutual fund investments and redemption but many investors are not clear about the consequences of this. There can be a large impact of the actual date and the… Read more

A bloated Portfolio Many people have the habit of collecting funds. Over time, therefore, you will find such portfolios having 40-50 funds. diversification is good, but over-diversification is not. Firstly, a large portfolio would mean that some funds in the… Read more

Towards the end of the financial year, most of us start chalking out our tax plans, or the lack of one. If you are a salaried professional, you might get a reminder from your accounts department and if you are… Read more

A) Schemes according to Maturity Period: A mutual fund scheme can be classified into open-ended scheme or close-ended scheme depending on its maturity period. Open-ended Fund/ Scheme An open-ended fund or scheme is one that is available for subscription and… Read more