Assuming a real return of 5-7% for equities as seen from global and Indian evidence, we can work out a rough return expectation of around 10-12% for equities over the next 10 years.
An investor who simply decided to stay invested for the past 15 years in the market, ended up getting a 606 percent return or 13.9 percent CAGR (Nifty 50 TRI).
According to the data released by the Securities and Exchange Board of India (Sebi), mutual fund managers invested a net sum of Rs 5,234 crore last month.
According to the data released by the Securities and Exchange Board of India (Sebi), mutual fund managers invested a net sum of Rs 5,234 crore last month.
Mutual funds invested nearly Rs 2,700 crore in equities this month so far on sustained participation by retail investors.
In a move to popularise mutual funds, the capital market regulator Securities and Exchange Board of India has been pushing hard for reforms.
In an interview to CNBC-TV18's Surabhi Upadhyay, Srikanth Meenakshi of Fundsindia.com and Hemant Rustagi of Wiseinvest Advisors shared their views and outlook on mutual funds and the key areas to focus on while finding the right mutual funds for your portfolio.
Watch the interview of Srikanth Meenakshi, Co-Founder & COO FundsIndia.com with Surabhi Upadhyay on CNBC-TV18, in which he shared his views on benefits of investing via mutual funds along with the choices and the multitude of schemes available.
SIP not only allows you to invest in a phased manner, but also will help you use the bear markets to your advantage.
Debt funds are not risk-free investment vehicles. Understand the risk-reward associated with each scheme and invest only if it caters to your requirements.
Sometimes it is the wrong expectation or the wrong time frame that acts against the possibility of making money. Investors also err when they take trading as investment.
The fund is a good fit for a risk-taking investor‘s core portfolio. However if you cannot stomach risk, stay out
While some investors allow the SIP to continue, some prefer to stop their SIP. And investors confident about their investment go ahead and buy more in lump sum. Which of these is the best strategy?
The scheme has compensated investors with returns for the risk assumed. The fund‘s three-year rolling return, since its inception, is an average 11 per cent compounded annually. During any three-year period, the fund has never given negative returns to its investors.
Instead of taking excessive charge of your fund portfolio, it makes sense to let the fund manager look after your investments.
Its risk-adjusted returns measured by the Sharpe ratio, is as good as its peers over a three-year period. In fact, on a risk-adjusted basis over the above-said period, it scores over peers
Budget 2015 may not have any big bang reform announcements to showcase to the world. But the proposal, at last in words, means business in terms of strengthening the fiscal position, aim for inclusive development, cut out freebies where warranted and focus on execution, says Vidya Bala, Head of Mutual Fund Research, FundsIndia.com.
B Krishnakumar of Fundsindia.com is bullish on Mcleod Russel (India) and expects the stock to touch Rs 280.
B Krishnakumar of Fundsindia.com recommends buying UltraTech Cement with a target of Rs 2040.
B Krishnakumar of Fundsindia.com has a bullish stance on IDFC with a target of Rs 110.
B Krishnakumar, head- equity research at fundsindia.com recommends buying Bharat Heavy Electricals on dips with a target of Rs 175.
B Krishnakumar, head- equity research at fundsindia.com is positive on Divis Laboratories. "The stock may test Rs 1400," he adds.
B Krishnakumar, head- equity research at fundsindia.com is of the view that Finolex Industries may test Rs 190.
According to B Krishnakumar of fundsindia.com, Bharti Airtel may decline 5-8 percent from current levels.
According to B Krishnakumar of fundsindia.com, Reliance Communications has strong support at around Rs 139-141.