If you had asked me a question in 2008 or 9 – which was a better strategy – buy and hold or trading – I would have said buy and hold. In 2014 I am not so sure. In the… Read more
Equity Research has no boundaries
Equity Research – a topic on which many people want me to write has no known boundaries! What all should one know for doing Equity research? Well right from Anthropology to Zoology, there is no topic which is not part… Read more
Who should be in equities?
To be invested in equities I normally look for the following characteristics in an individual. Will enumerate them here, but when I make such a statement, I mean really heavily in equities – like say 85% on a portfolio BELOW… Read more
SIP – The winning recipe to build wealth
More often than not, we tend to believe that building wealth is stocking up cash inside a locker or trying to maintain a positive balance in a savings account. While undoubtedly prudent saving is the first step to building wealth,… Read more
When is the time to sell your mutual funds
While investing in Mutual Funds, you go through fund reviews, watch funds performance, track historical performance, find out what experts have to say and based on that decide if you wish to buy the fund. In short, buying a fund… Read more
Categorisation of mutual funds by maturity period
Categorisation by 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 repurchase on a… Read more
Comparing mutual fund returns with fixed deposit returns in bull and bear markets
When it comes to mutual funds or equity investing, various perceptions are usually at play in the minds of the investors. Share markets are speculative. They can give good returns, but the investor can also lose a lot of money…. Read more
How To Pick a Good Mutual Fund
Are you thinking about investing in a mutual fund, but aren’t sure how to go about it or which one is the most appropriate based on your needs? You’re not alone. However, what you may not know is that the… Read more
Who should invest in ELSS? Does it suit your requirement?
While selecting an investment instrument one has to evaluate it on various factors such as risk appetite, returns, liquidity, time horizon, tax benefits etc. Since we are at the beginning of the year and need to plan investment for tax… Read more
Types of risks associated with mutual fund investments
Types of risks associated with mutual fund investments As we know that mutual funds offer a variety of schemes, it is also considered to be a diversified investment vehicle which means that to a large extent because of its feature… Read more