If you can follow these tips, you can get higher returns for mutual fund investments.
A lot of emerging market currencies have rebounded due to weakening of the dollar in the last two months, and EMs may retrace due to global weakness, says Manish Gunwani, Deputy CIO-Equity at ICICI Prudential Mutual Fund.
Private sector banks and financial companies will also see growth, said Shreyas Devalkar, Fund Manager Equities, BNP Paribas MF.
Monthly income plan attempt to offer monthly income, but it is not guaranteed.
It is the time to take a serious look at the performance of the mutual fund and find out the reasons behind such an under performance.
Since the new tax regime will apply only post April 2017, there may not be much immediate implications on the market, says Harsha Upadhyaya, CIO-Equity at Kotal MF. In fact, there is a possibility more foreign funds might rush in in the intermediate, he adds.
Many investors look at point to point returns offered by the scheme and try to judge SIP returns offered by the scheme. This can be way off mark.
Systematic investment plans makes you save regularly and enjoy benefits of rupee cost averaging. This makes money grow over a period of time.
Dividends can be looked at as a source of income. However, one must be cautious while planning his money matters based on dividends declared by mutual funds.
Bank account is necessary to invest in mutual funds. Bank account can be added to a mutual fund portfolio.
It helps you but more when the markets are falling.
Pharmaceutical companies are learning quite fast, and some of them have very strong management and track records, irrespective of what the USFDA's observations, Lalit Nambiar, EVP- Fund Manager & Head of Research, UTI Mutual Funds.
When a mutual fund scheme you are invested into underperforms its peers and benchmark, here is how you should deal with the situation.
However, Birla Sun Life Insurance is not buying aggressively into the IT sector as global growth still remains a matter of concern, says CIO, Sashi Krishnan.
Investors must keep a track of the mutual fund scheme mergers going forward. It will help them effectively track their portfolio performance.
CAGR is a very useful measure to calculate growth rate over multiple periods. But you also need to keep an eye on calendar year (CY) returns.
These schemes are treated like equity fund for the purpose of taxation. The returns can be in line with the debt funds and will not be influenced by the movements in equity markets.
If you are looking for financial planning approach then it is better to avoid investing in MF though demat accounts. However, it can be a good platform if your needs are purely investment related.
Ensure that you start the process of investing in ELSS funds right from the start of the financial year.
Mutual fund products can help you to accumulate money to pay for long term goals. You can be a regular saver in these to ensure that you remain on track to your goals.
United Way of Chennai part of the global charity organisation United Way is back with post Budget discussion. Looking at the current scenario, United Way of Chennai zeroed in on investing in volatile times as its theme this year.
FMP offer tax efficient fixed income investing opportunities to risk averse investors.
Stocks may be volatile in the short term, but can create wealth in long term. ELSS offers you to create wealth and saves taxes too.
Union Budget 2016 has made dividends received from companies in excess of Rs 10 lakh taxable at 10% rate.
When the tax workings are made then the capital gains would ensure that the cost goes out of the equation and due to this reason the gains part of the total amount that has come would not be very high.