Not only you have to pick the right scheme but also keep reviewing its performance. Also keep adding to your SIP amount.
In nine out of the 11 months till November, equity schemes saw more money coming in than going out. The not so good newsâ€”investors were not as enthusiastic about equity schemes this year as they were in 2015. Inflows of Rs 44,772 crore, were almost half of the Rs 90,603 crore received in 2015
Here are three key lessons a MF SIP investor must know.
Here are some interesting things you can do with your money that has gone into bank.
Here are five factors that you should watch out for while building retirement portfolio using mutual funds.
Most equity funds registered positive average returns for the month ended October, despite key share indices falling little over 1 percent last month.
Benefit of diversification goes down if there are too many stocks in a portfolio.
One must understand the good performance in detail. If such a good performance is not consistent, then there can be trouble.
The aim here is to remind fund management teams in the industry that they have a fiduciary responsibility towards investors and their conviction is best judged when they invest in their own funds.
It is time to be calm and do not reconsider your decision to invest in equity funds. Stay focused on your long term goals.
Mutual funds can help you save for your retired life.
Mutual funds offer you expert hands to invest in stocks and other asset classes. This improves risk adjusted returns.
It is the time to take a serious look at the performance of the mutual fund and find out the reasons behind such an under performance.
Dividends can be looked at as a source of income. However, one must be cautious while planning his money matters based on dividends declared by mutual funds.
CAGR is a very useful measure to calculate growth rate over multiple periods. But you also need to keep an eye on calendar year (CY) returns.
While this will not make debt funds on par with equity as equity funds have a holding period of only 1 year to qualify as long term this will go a long way in making debt funds more retail friendly.
Alternative investments may offer higher risk adjusted returns. However, the space is fraught with risks. Avoid investing blindly.
MF SIP can build wealth for you in long term. However, one should overcome some of the myths surrounding MFSIP.
In an attempt to reduce risk and enhance returns, mutual funds have come out with hybrid products that offer more than debt fund returns, but still maintain equity tax treatment.
mutual funds provide an efficient medium to investors to practice asset allocation without having to worry about rebalancing the portfolio
A report released by Crisil shows that the country‘s mutual fund assets under management (AUM) closed at a new high of Rs 13.17 trillion in July.
The government's decision to allow Employees' Provident Fund Organisation (EPFO) invest 5 percent of its Rs 1 trillion investible fund in exchange traded equity funds has made mutual fund houses bullish about launching retirement equity funds, industry officials said.
At present, the number of folios or investor accounts across the industry stands at a little over four crore. The overall asset base of mutual funds can reach Rs 20 trillion by 2018, from about Rs 12 trillion now, top fund house Reliance Mutual Fund's CEO Sundeep Sikka said
'Equity MFs net inflow at Rs 64,000 crore so far tThe country's 45 fund houses together have an average assets under management (AUM) of Rs 12.02 lakh crore at February-end this year as against Rs 8.25 lakh crore as on March 31, 2014, registering a gain of 45.69 percent.his fiscal'