Category: Mutual Fund Basics
Fundamentals and key attributes of Mutual Funds as well as the industry at large
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
FundsIndia Explains: Role of Inflation in Financial Planning
November 27, 2017If you have ever spoken to a financial advisor, they might have asked you about your financial goals. Thinking of your investments in terms of goals requires you to estimate…Continue Reading
FundsIndia explains: Contingency fund and its importance
November 20, 2017Your EMI is well within your capacity, you have no difficulty in meeting recurring expenses, and you even have a monthly surplus that you’re investing. Isn’t that a great position…Continue Reading
FundsIndia Explains: What is an STP?
November 13, 2017As the market touches new heights every week, people are rushing to put their money into mutual funds. It is important to sound a note of caution here. If you…Continue Reading
FundsIndia explains: What are absolute returns
October 23, 2017“My investment in that Bombay house grew to Rs.85 lakhs from when I bought it back in 2000 for just Rs.25 lakhs. My investment has tripled!” That’s a declaration that…Continue Reading
FundsIndia explains: what to do when your scheme merges
October 16, 2017In the wake of SEBI’s recent proposal to categorise mutual funds and rationalise the number of funds there are, scheme mergers are inevitable. So what happens when a scheme you…Continue Reading
FundsIndia explains: Accrual and duration in debt funds
September 11, 2017If you read our articles that talk about debt funds, you would find a mention of the terms accrual or duration, or both. These terms are the strategies debt funds…Continue Reading
FundsIndia Explains: Rolling Returns – What is it and how it is used
August 28, 2017When we analyse funds, rolling return is one of the key metrics we look at. You would have noticed it in most of our fund reviews and recommendations. Read on…Continue Reading
