Category: Mutual Fund Basics
Fundamentals and key attributes of Mutual Funds as well as the industry at large
I stopped my SIP – Extracts from an investor’s diary
March 15, 201810th November, 2015 Today, I saw the Nifty was down 1.5%. The markets have been falling continuously. I think I received an email from Fundsindia saying the markets have fallen…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
FundsIndia Explains: Why shorter period returns may be higher
January 8, 2018You may often notice that 1-year returns of funds are higher than 3-year returns for some funds. Very often, the 3-year returns may also be higher than the 5-year returns.…Continue Reading
Avoid these top three investment mistakes in 2018
January 1, 2018Irrational decisions can get accentuated when markets too act quirky. As your advisors we observed that many of you, especially those who entered mutual funds in the past 18 months,…Continue Reading
When to redeem funds and when not to
December 18, 2017A lot of deliberation goes into investment decisions. When to invest, what funds to invest in, how to go about investing in them and a number of other factors are…Continue Reading
Reading between the past returns of mutual funds
December 4, 2017‘Past returns are not indicative of future returns’ is a disclaimer you would have come across often. The reason why past returns cannot be taken as a yardstick is because…Continue Reading
