It helps you but more when the markets are falling.
Pharmaceutical companies are learning quite fast, and some of them have very strong management and track records, irrespective of what the USFDA's observations, Lalit Nambiar, EVP- Fund Manager & Head of Research, UTI Mutual Funds.
When a mutual fund scheme you are invested into underperforms its peers and benchmark, here is how you should deal with the situation.
However, Birla Sun Life Insurance is not buying aggressively into the IT sector as global growth still remains a matter of concern, says CIO, Sashi Krishnan.
Investors must keep a track of the mutual fund scheme mergers going forward. It will help them effectively track their portfolio performance.
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.
These schemes are treated like equity fund for the purpose of taxation. The returns can be in line with the debt funds and will not be influenced by the movements in equity markets.
If you are looking for financial planning approach then it is better to avoid investing in MF though demat accounts. However, it can be a good platform if your needs are purely investment related.
Ensure that you start the process of investing in ELSS funds right from the start of the financial year.
Mutual fund products can help you to accumulate money to pay for long term goals. You can be a regular saver in these to ensure that you remain on track to your goals.
United Way of Chennai part of the global charity organisation United Way is back with post Budget discussion. Looking at the current scenario, United Way of Chennai zeroed in on investing in volatile times as its theme this year.
FMP offer tax efficient fixed income investing opportunities to risk averse investors.
Stocks may be volatile in the short term, but can create wealth in long term. ELSS offers you to create wealth and saves taxes too.
Union Budget 2016 has made dividends received from companies in excess of Rs 10 lakh taxable at 10% rate.
When the tax workings are made then the capital gains would ensure that the cost goes out of the equation and due to this reason the gains part of the total amount that has come would not be very high.
Low risk profile investor who wants to invest for better returns compared to bank fixed deposits or post office schemes can invest in multi-asset mutual funds.
A portfolio comprising good schemes can offer higher returns and lower risks as compared to a portfolio of also runs.
First-time equity investors can look at investing into balanced funds for equity exposure in their portfolio as such funds are less risky and less volatile than equity-only mutual funds.
A new offer means there is no portfolio and no track record across cycles. Also the fund manager‘s intention matters a lot.
First time investors should know these mutual fund terms before investing in mutual funds.
It pays to look at three and five years performance numbers while evaluating a mutual fund scheme.
Change of name does not necessarily mean that the crucial facts about the scheme has changed.
In volatile times most equity investors wonder if they should pull out. Also the first time investors find it difficult to invest in stocks. Here is a solution that works for both them.
SIP in mutual funds offer you professional management of your money and diversification at relatively low cost.
SEBI has asked the mutual funds to come with some uniformity when it comes to reporting of NAV.