Compared to the old scheme of three colours system, five levels of risks help mutual funds better represent the risk associated with mutual fund schemes
In an interview to CNBC-TV18, personal finance expert, Pankaj Mathpal, MD, Optima Money Managers spoke about difference between largecap and diversified equity funds.
Equity Mutual closed with negative returns as markets plunged in yesterday's session. Meanwhile debt funds continue to deliver good performance.
The debate over Active Funds v/s Passive funds has raged for years with no conclusive evidence in favour of either. While investing in MFs, one needs to be careful in selecting appropriate schemes that suit their ability to bear risk. PersonalFN has drawn a comparison between these two categories of funds for investors to take better decision.
Diversified equity funds fell in March, but less than the Sensex, as their exposure to mid-cap and defensive sectors helped cushion a selloff triggered by a disappointing budget and moves to tax foreign fund investments.
Hemant Rustagi, CEO, Wiseinvest Advisors is of the opinion that you need to keep SIPs going on a continuous basis in order to make your money count in the long run.
Dividend Yield Funds are based on the strategy of dividend yield and invest in companies that have both, a consistent history of paying dividends and high dividend yields. Read this space to know more in detail.
Most of diversified equity funds underperformed the benchmark 30-share BSE Sensex in December as high exposure to mid- and small-sized firms and sectors like financials hurt unit values.