Category: Simply Important
Understanding SEBI’s new fund categories
June 4, 2018In a move to make choices for investors simpler, SEBI came out with categories with defined criteria. This means that funds within a category will henceforth be mandated to stick…Continue Reading
Why SIPs work better: The science behind cost averaging
May 28, 2018We all have our ‘eureka’ moment and mine came while buying mangoes. Yes, buying mangoes helped me explain why average costs come down more than you expect it to, when…Continue Reading
How long should you run your SIP?
May 14, 2018Last week I was talking to a friend from another profession. He wanted some financial advice from me. I asked him all the usual questions an advisor would ask to…Continue Reading
FundsIndia Explains: What is Risk
April 23, 2018In the context of any investment product and specifically mutual funds, we often use the term ‘risk’. Risk acquires different meanings to different people. They also assign such meaning differently…Continue Reading
FundsIndia Explains: Why SIPs are more than just cost averaging
March 26, 2018SIP, or Systematic Investment Plan, is often touted as the best way to invest your money in mutual funds. Many new investors think SIPs are a type of investment. It…Continue Reading
FundsIndia Explains: Change in fundamental attributes of a fund
March 5, 2018SEBI’s mandate to categorise funds into specific buckets has resulted in a number of AMCs coming out with changes in their funds. With a wave of changes coming in, you…Continue Reading
FundsIndia Explains: Rebalancing a Mutual Fund Portfolio
February 12, 2018When you start to invest in Mutual Funds, you build a diversified, asset-allocated portfolio. This allocation is based on your goal timeline, your risk appetite, and other factors. That is,…Continue Reading
New tax structure of mutual funds
February 5, 2018The Union Budget 2018 has changed taxation rules for equity-oriented mutual funds. Taxation of all other funds (debt funds, debt-oriented hybrid, gold, international, fund-of-funds) remains the same as before. Here’s…Continue Reading
Why SIP when markets are going higher
January 29, 2018Systematic Investment Plan (SIP) enables you to buy mutual fund units periodically. Rupee-cost averaging is one of the widely known benefits of a SIP. Instead of buying 10 units at…Continue Reading
FundsIndia Explains: What it means to own equity funds
January 15, 2018Have you ever wondered why equity is universally acknowledged as an asset that delivers superior returns over other asset classes such as debt or gold in the long term? The…Continue Reading
