Category: Mutual Funds

With the stock market closing on a new high, is it a good time to start a systematic investment plan (SIP) or should one wait for a correction? It is important for investors to realise that investing through an SIP… 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

Sooner or later in life we all think of what after retirement. Though in the youthful years of working, we might take it lightly, but circumstances of life do put across the question in front of us and get us… 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

There are certain myths associated with investing in mutual funds. In this article, we would like to clarify five of the most common myths associated with investing in mutual funds. Myth 1: You need a large sum to invest in… Read more

The first thing you learn in any text book on financial planning is the universally accepted six-step process for financial planning. It is this six step process that differentiates financial planning from investment advisory services. The first step of the… Read more

What are primary and secondary markets? When a fresh set of shares ARE CREATED – that means a new set of distinctive numbers of shares are created – it is called a Primary market offering. Prospectus is issued, application forms… Read more

Professional Money Management Fund managers are responsible for implementing a consistent investment strategy that reflects the goals of the fund. Fund managers monitor market and economic trends and analyze securities in order to make informed investment decisions. Diversification Diversification is… 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

Volatility & uncertainty are part & parcel of equity investing. Equity Mutual Fund (EMF)   investors too cannot remain unscathed when the movement of indices becomes range-bound. At this juncture, the performance of indices & mutual funds takes a beating. The… Read more