6 Best Direct Mutual Fund Platforms in India
If you are an active investor, you would be aware that the mutual fund industry has been growing exponentially. A mutual fund is an investment option which collects money from many investors for the purpose of investing in stocks, bonds and other money market instruments. Mutual funds are operated by professional fund managers, who attempt […]
All You Need to Know About Hedge Funds
Hedge funds are investment instruments that use pooled funds and employ different strategies. These strategies are aimed at earning an active return (also known as alpha) for its investors. A hedge fund is typically managed aggressively and uses derivatives and leverage in both, domestic and international market. The primary goal of such funds is to […]
Direct Stock or Mutual Funds – Which One Should you Choose Based on Your Investment Style?
One good transformation noticeable in India today is that savings of households is not entirely going to fixed income instruments such as PPF, Post Office Savings Scheme, fixed deposits etc. This one way is fruitful, but on the other hand, we, as investors face this dilemma quite often whether to invest our hard earned money […]
Tax Loss Harvesting – Everything You Should Know
Investing in equity or equity-based funds result in capital gain. This capital gain is taxable depending on the investment horizon. For example, any capital gain made within the one-year period is taxed as per short-term capital gain (STCG) tax rate, whereas the gains made by holding the investment for over one year is taxed at […]
Should you turn to the ETF option for safety amidst market volatility?
To say exchange-traded funds (ETF’s) are enjoying a high right now is an understatement, ETFs have become the darlings of the investing world. In the first two months of 2018, new funds launched at a pace faster than one per day. And a recent survey conducted by BlackRock found that 62% of investors planned to […]
5 red flags for a new mutual fund investor
The best thing about Mutual Funds – it’s like your favourite ice cream parlour. There is a flavour for everyone! Sounds interesting? Let me elaborate. High risk, low risk, open-ended, closed-ended, long term, short term etc. MFs are more risk-averse and diversified than any other form of investment. They ensure the investor safer and better […]
Why do some investors prefer hybrid funds over equity?
Some investors invest money based on the market sentiment. For example, they look out for periods when equity is doing well or when debt has a bright prospect. As a result, they lose out on capital appreciation. To make money, you need to invest at a low price and sell at a high price. You […]
Large-cap, mid-cap, small-cap – do you know the difference?
In this article, we will help investors understand what market capitalization is, the bifurcation of stocks based on market capitalization and key differences between them. What is market capitalization? Market Capitalization of a company is defined as the market value of all outstanding shares of that particular company. This value is obtained by multiplying the […]
SIP, STP and SWP – What’s the difference?
In a dynamic world such as ours, it is good to be systematic. Well, in this article our discussion shall revolve around the theme systematic in the world of mutual funds. By now, you must have heard of the terms – SIP, STP and SWP. In this blog, we seek to discuss each of these […]
Mutual Funds: Things you should know as a beginner
Investing your idle money is very important. One of the most compelling reasons for you to invest is the prospect of having financially stable life. The bottom line is, there are only two ways to make money: by working and/or by having your assets work for you. Mutual funds have become an incredibly popular option for […]
Why Are YOU Afraid of Investing in Mutual Funds?
I am an avid investor. A few months back, I wasn’t. In fact, I was as sceptical as you were (its true). “Will I lose my money? What if the expense ratio increases? Are equity funds too volatile?” these were the questions that haunted me constantly. Obviously something changed and I started investing in mutual […]
What Are The Key Measures of Market Volatility?
The equity market is driven by multiple factors such as technical, behavioral and fundamental. While fundamental investors are rewarded over the long-term, the traders, speculators, and other market participants impact the market over a short term. In addition, the market volatility is also caused because of macroeconomic development, geopolitical tension, and many other factors. How […]
10 Secrets Only Successful Mutual Fund Investors Know
There are many myths and false beliefs about mutual funds circulating in the markets. The most successful investors are the ones that ignore the myths and pay attention only to what actually needs their attention. Successful mutual fund investors know key details that many do not. These secrets are what gives them an edge in […]
What are Indexes in the India Stock Markets?
People often speak about that the market fell one day, or that the market jumped another day. However, if you read the stock table, you will realize that not all stocks rose or fell. There were some which moved in the opposite direction. This market means an Index. What is an Index? A stock index or stock market […]
How To Link Aadhaar With Your Mutual Funds? (All funds from Camsonline, Karvy, Sundaram and Franklin)
It is mandatory to have an Aadhar card for investing in mutual funds. In an effort to track down black money, Indian Government has made it mandatory for all investors to link their unique Aadhar no with all financial transactions including mutual fund investments. Amendments have been made in Prevention of Money Laundering Act (PMLA) […]
Is this good time to start an SIP at higher market levels? If so, than how to invest 8,000 Rs per month? What are good plans to invest for 15 years? I need a return of 30%.
Market is touching all-time highs every day. Today Sensex is at 32,230 and Nifty at 10,085 (as I writing this answer). At this value, everyone is thinking that the markets are going to crash sometime soon. Historically, whenever everyone expects something from the market, the market behaves exactly opposite. Therefore, no one can predict whether the […]
Dividend Mutual Fund vs Systematic Withdrawal Plan (SWP)
Do you have a lump sum amount of money? And do you use a small part of this money on a regular basis? If yes, then obviously you haven’t used that money to invest at all. There is a way to easily invest that money and still have a regular income every month. There are […]
Best Mutual Funds To Invest With Rs 1000 Minimum
The best thing about mutual funds is that they enable you to invest with very small amounts. There is no other way you can invest with reasonable diversification with an amount as low as Rs 1000. SIP (Systematic Investment Plans) of a lot of mutual funds allow min investment with just Rs 1000. So if […]
Mutual Funds Supported for Paperless SIP
Here is the list of Mutual Funds (AMC) that support automated SIP. Learn how to set up paperless SIP here. If the Mutual Fund you want to invest in is not in the list, please contact email@example.com. AXIS MUTUAL FUNDS BIRLA SUN LIFE MUTUAL FUND BNP PARIBAS MUTUAL FUND BOI AXA MUTUAL FUND DHFL PRAMERICA MUTUAL FUND […]
Banks Supported for Paperless SIP
Here is the list of Banks that are supported for paperless SIP. Learn how to set up paperless SIP here. If your bank is not in the below list, please contact firstname.lastname@example.org or call at 91088 00604. State Bank of India Axis Bank Bank of Maharashtra Catholic Syrian Bank Corporation Bank Cosmos Bank Firstrand Bank […]