Mutual Funds

Why you should make a balanced mutual fund a part of your portfolio

If the investor takes position in equity through balanced funds, they get to realise equity growth potential and lower fund volatility.

Here is how to switch MF investments from regular plan to direct plan

We will explain not only how, but also why and when it is wise to switch your investments from regular plan to direct plan.

Check out these 3 factors before investing in MFs' monthly income plans

Do not get carried away by the appeal of monthly income, instead check the asset allocation and the post tax returns.

Spaces that have consolidated look good; like autos, cement: Kotak Mutual Fund

Cement is likely to benefit from consolidation in the sector, government spending and demand revival, said Harish Krishnan of Kotak Mutual Fund.

Worried about market peaking? 3 things first-time equity MF investors can consider

A range-bound market near its all-time high make many first time investors worry. Here are three steps that should reduce their anxiety.

ICICI Pru sees IT, pharma & telecom as contra bets; likes large corporate banks

The financial space can be played through large corporate banks with a good franchise on the back of industrial recovery, says Anish Tawakley, Head of Research at ICICI Prudential AMC.

5 tips on managing investments in equity mutual funds in over-valued equity market

With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.

Are you investing in balanced funds for monthly dividends?

The trend of older or conservative investors moving their life savings into balanced funds essentially means that they are convinced these funds can give them regular dividends that can beat fixed deposits by a good margin over the medium to long term.

Consider these 5 factors while making lump-sum investments in mutual funds

The most important principle in lump-sum investing, especially in equity funds, is to maintain your calm and equanimity.

Portfolio management services and mutual funds: Which vehicle should you choose

Mutual fund is a professionally-managed investment scheme, run by an asset management company (AMC) that pools together a group of people and invests their money in instruments/assets for a common investment objective. As compared to PMS, MFs have a wider range of investment options, that an investor can invest in based on his risk profile.

How do mutual funds compare with bank deposits on tax front?

Bank deposits and fixed income mutual funds differ with each other on a key parameter.

Use triggers selectively when investing in mutual funds

Trigger facility provided by mutual funds can help you invest and disinvest in a disciplined manner.

7 triggers to suggest you should exit a mutual fund

Here are some signs that tell you to exit a mutual fund investment.

Flooded with cash, mutual fund managers can't find enough ideas in an expensive mkt

The reason, according to these funds, is to enhance cash levels and be ready to go for bottom fishing when market corrects further

Don’t wait to invest in ELSS till fiscal end, start your SIPs now

Instead of investing in the last month of March an investor can start investing monthly to avoid last minute hassles. Not only this is very calming on nerves but also improve our chances of making more money.

Looking for high interest rates? Pick the right credit opportunities fund

Instead of looking at company fixed deposits and non-convertible debentures credit opportunities funds can offer better risk adjusted returns on post tax basis.

Mahindra Mutual Fund launches 2 open-ended schemes

As per the riskometer, both funds will fall under the category of moderately high risk funds.

Who should invest in ELSS? Does it suit your requirement?

ELSS though may have some of very good features but still may not be suitable for each and every person due to various reasons.

How to benefit from investments in tax saving mutual funds

Apart from creating wealth over the long term, there is also an important tax benefit that you get when you invest in an ELSS.

Tata Mutual Fund restructures corporate bond fund

Tata Mutual Fund has restructured Tata Corporate Bond Fund on the back of worrying possibility of rising interest rates. The scheme has been modified to meet investor needs for funds with an accrual focus, a release from the fund house said.

How to gain from a balanced fund?

Investment in balanced funds obviates your need to invest in two different asset classes for asset allocation. Balanced funds also obviate the need to periodically monitor and rebalance different asset classes in predetermined proportion.

Should you invest in an active or passive fund?

The equity diversified category’s best fund return on a five year basis is more than 2.4 times that of the index funds’ best fund return.