In times of global turbulence, holders of Indian equity and bonds did draw a lot of comfort from Rajan‘s presence, UTI Mutual Fund MD Leo Puri told CNBC-TV18
Tax saving mutual funds, also known as ELSS, do come with some volatility, but in the long term they also offer an opportunity to create wealth.
Top mutual fund managers of India expect the steam in midcaps to have run out for the near to medium term but believe commodities might see a bounce-back.
Dividends are paid out of the profits earned by mutual funds. One should understand the dividends in detail to measure the real return.
Due to many reasons the mutual fund schemes â€˜disappear‘. And investors in these schemes if are not tracking them at regular interval, find it difficult to track their investments. Here is what they should be doing.
ELSS Mutual funds would help you to get tax benefit and also higher capital appreciation comparing to other tax saving options
Nilesh Shah, Kotak Mutual Fund genuinely believes that economy is on a growth trajectory with interest rates being cut and government spending in infra spaces taking place.
New KYC requirement expects investors to furnish their networth details, and if they are politically exposed.
Non-resident Indians may be keen to invest in Indian mutual funds given the possibility of making high returns. However, one must be aware of the legal and compliance requirements.
Mutual funds offer diversification, low costs and liquidity among other benefits. One can save each month for his retirement in a mutual fund portfolio.
Some wealth managers and investment advisors have come up with modified SIP that claim to offer superior returns. However, there is no guarantee that such an objective is achieved.
Mutual funds though appear as one uniform investment vehicle, for the tax purpose equity and other mutual fund schemes enjoy differential tax treatment.
There is nothing different in the new fund and after a period of time it is likely that the portfolio of some existing fund and the new fund has a lot of similarities or common holdings.
Regulator and other stakeholders need to ponder over various factors while selling mutual funds on ecommerce portal.
Investing in mutual fund schemes that offer focussed portfolios or low rated bonds, can increase the risk. Also a balanced fund can be a risky bet.
When it comes to containing downside, balanced funds are better positioned than most equity funds. Also they do not compromise much on the upside
Past performance is no guarantee that the future performance will be good of the mutual fund scheme. The same holds good for rating and ranking.
Investors should first take a look at the fund where they have put their money and the nature of the fund.
SIP not only allows you to invest in a phased manner, but also will help you use the bear markets to your advantage.
One must follow due process to get the units transferred in the name of the survivors. It is better to nominate when you invest.
While some expenses such as exit loads are known, there are some such as expense ratio and dividend distribution tax may be hidden.
Taking exposure to low rated bonds mean high credit risk. Such bonds can impact the liquidity of the portfolio. Also in case of default, the permanent capital loss cannot be ruled out.
Systematic withdrawal plan can help you take home a fixed sum of money in a tax efficient manner.
There is a broad market risk that all investors face. Also they are exposed to risks associated with individual investments held in their portfolios.
JP Morgan mutual fund recently announced split of units. This does help investors protect liquidity of units at fair price that houses standard assets.