Category: Mutual Funds

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

Each one of us loves a winner. It is a psychological need perhaps that gives us faith and confidence in the choices we make. But then, just as day has night, crests have troughs, and rise has fall, good performance… Read more

When a mutual fund creates an investment product, it offers it for the first time to the investors as a new fund offer (NFO).  A new product is first approved by the trustees, and features are described in a detailed offer… Read more

When we meet the doctor with our pains and problems, we are more than willing to follow all his instructions.  We religiously buy the medicines, and follow the dosages until we feel better.  But then most of us give the ‘follow‐up’ visit… Read more

When investors consider an investment option, they worry simultaneously about several things. Is this investment tax‐efficient? Does it reduce or increase my tax liability? Does this investment grow in value? Does it provide a regular return like dividend or interest?  If… 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