Watch the interview of Mahesh Patil CO-CIO, Aditya Birla Sun Life AMC, Amit Tripathi, CIO - Fixed Investments, Reliance Mutual Fund and Feroze Azeez, Deputy CEO Anand Rathi Pvt Wealth with Surabhi Upadhyay on CNBC-TV18, in which they shared their views on personal finance mantras that one should follow and discussed whether traditional strategies are the best or you need to reinvent.
This may be a good time to take a plunge in the stock markets. Focus and consistency may yield the pearls that you hope for.
The strong inflows have pushed the asset base of equity mutual funds (MFs) by over 21 percent to Rs 6.59 lakh crore at the end of September from Rs 5.43 lakh crore in March-end, according to data of the Association of Mutual Funds in India (AMFI).
With low foreign ownership of securities and strong fundamentals Indian debt is preferred in the region.
The reforms, which were anticipated by the industry, will make it easier for investors to evaluate their options before investing
Currently, the state-run pension fund invests 15 percent of its annual incremental corpus in the exchange-traded funds (ETFs).
In comparison, Assets Under Management (AUM) of the MF industry, comprising 42 players, were at Rs 19.52 lakh crore during the April-June quarter, as per latest data with Association of Mutual Funds in India (AMFI).
Some moderation in the GDP growth in Q1 FY18 was expected. But the growth rate of 5.7% was a bit of a surprise.
On Reliance Mutual Fund Family Financial Planning series watch the case study of Rahul Chittiboina family.
These funds invest in highly liquid government instruments. You can invest even for a day and get your funds back the next business day
An IRF provides for future delivery of an interest-bearing security such as government bonds and such contracts provide an avenue to hedge against risks arising from fluctuations in interest rates.
Total return index captures dividends and show true picture of fund manager’s performance.
Be realistic with your expectations from MF SIP. Do not lose track of your financial goals.
In an interview to CNBC-TV18's Surabhi Upadhyay, Sunil Jhaveri, Mutual Fund Expert spoke on managing mutual fund holdings and when you should buy, switch and exit the fund.
SIP work irrespective of market sentiment. Marry the SIP with your financial goal and you are home.
Only a fund with a relatively smaller corpus size can be quickly repositioned; a large fund will have the baggage of existing portfolio which should not be disturbed.
Unlike other instruments like PPF, NSC and Long term deposits, an ELSS is a long-term wealth creator due to its consistent equity exposure.
The better way, some think, is to be with the big boys – buy what big fund managers are buying. But is it a good idea?
Mutual Fund Day: Here's the success story of Sunil Tambe of Balaji Tambe Healthcare.
The average SIP size is Rs 3,250 and the month-wise collection through SIPs is just under Rs 5,000 crore per month now. It shows investors are walking in the right direction.
Balanced, MIPs, Equity Savings and Dynamic Allocation are categorized as Hybrid funds
The tax treatment and the expected returns should you help you to decide on the right bet.
Mutual fund experts also said that investors are increasing exposure to defensive as overall market outlook is choppy
While the future remains uncertain, many investors may find it difficult to digest the change in the environment.
Being in control of your income, expenses, investment and everything else that involves money and staying informed about the latest market movements are the stepping stones of financial independence.