Mirae Asset Recategorizes Flagship Fund – What Should You Do?
The flagship fund of Mirae Asset namely the Mirae Asset India Equity fund is being reclassified from being a multi-cap fund to a large-cap fund. The 10,000 crores + fund will now invest 80% of its corpus in the top-100 companies by market capitalization with the remainder invested in the companies that below to the […]
Ultra Short Duration Funds: Detailed Analysis, Comparison and Best Funds of 2019
Under ultra-short duration mutual funds, the investment is made into a combination of fixed income securities including debt and money market instruments like corporate bonds, treasury bills, commercial paper, and certificate of deposits. Their residual maturity period ranges from 6 months to 1 year. These are most suitable for investors who have an ideal funds […]
The Go-To Investment Strategy When You’re 50 (Retirement Planning)
Turning 50 is a significant landmark in an individual’s life. It not only depicts that you will be near the peak of your career, but it also means you will have n number of responsibilities with a family to look after. In this blog, we seek to discuss how you should plan your investments when […]
Balanced Funds: Structure, Categories Best Funds and More
As the name suggests, balanced funds are a particular type of mutual fund which invest in equity and debt in order to minimize the risk, but at the same time, they provide adequate returns to investors. A popular categorization under balanced funds is balanced hybrid funds. Under these funds, the fund manager can allocate 40- […]
Open Ended Vs Close Ended Mutual Funds : Why Are They Majorly Different?
Open-ended and closed mutual funds are just different categories of mutual funds. At the outset, these terms might look complicated or technical. However, these are very basic and easy to understand. Specifically, in the context of your investing in mutual funds. In this article, we will take up the topic of open and closed-ended mutual […]
Bluechip Funds: The Crusader of Financial Miseries?
If you have ever tried your hand at poker, you’d know that the blue-chip traditionally has the highest value out of all the other casinos token. Assuming that a red chip is valued at Rs. 200 and a red chip is worth Rs.700, a blue chip could be worth about Rs. 3000. The name ‘Blue […]
Around the World with Mutual Funds (Can You Travel 10 Countries With Rs.15 Lakhs)?
Yes, mutual funds fulfill our dreams and these dreams can be of any type. Be it paying out loans, education of children or retirement planning. Systematic planning through mutual funds helps us fulfill these tasks without causing any pain. As the per capita of India is expanding at a healthy rate, so are the aspirations […]
ICICI Prudential Launches Bharat Consumption Fund – Everything You Need to Know About This NFO
Are you a keen believer in India’s consumption growth story? If yes, we have great news for you. ICICI Prudential AMC has launched ICICI Prudential Bharat Consumption Fund on 26th March 2019. This fund is an open-ended fund. The subscription for the fund will remain opened till 9th April 2019. The minimum investment in the […]
What is the NAV Applicable When You Buy Mutual Funds? (Equity, Debt and Liquid Funds)
What is the NAV applicable when you sell your fund at midnight? Confused? Don’t worry, in this blog we will talk about Net Asset Value (NAV) and what is the cut-off timing for different category of funds. But before that, let us start with a quick recap of NAV. What is NAV? NAV is the […]
Aditya Birla Sun Life Mutual Fund – Everything an Investor Should Know
Aditya Birla Sun Life AMC (ABSL AMC) today is one of the largest fund houses in India. Its presence in the financial industry landscape can be known from the fact that it has more than 16,000 employees working under it. Vision of the AMC Being the leader in the industry and not just a competitor; […]
Money Market Securities – Everything You Should Know
Don’t you wish there should be a safe investment option where you could park your money for small duration and earn decent returns? Don’t worry, money market mutual funds are here for you. Let us consider a scenario that you have a large expense after a period of one year. At present, you have arranged […]
ICICI Prudential Equity and Debt Fund – Review
ICICI Prudential AMC, launched in 1993 is one of the most popular and trustworthy mutual fund investment companies in India. It is also the largest asset management company (AMC) in the country (in terms of AUM). Given the recent volatility in the markets, the returns for most funds in the industry have been in the […]
Are Your Debt Funds in Trouble? Is There an Alternative?
A debt fund is a fund that invests in securities with a fixed interest rate and has a maturity period. The basic motive of investment in a debt fund is to earn a regular income and capital appreciation. Basically, debt funds invest in fixed interest, generating securities like government securities, treasury bills, commercial paper. corporate […]
SBI Mutual Fund: Everything An Investor Should Know
SBI Mutual Fund is a fund house with 30 years of experience in fund management having its corporate headquarters in Mumbai. The fund house is a joint venture between the State Bank of India, an Indian multinational, public sector bank and Amundi, an European Asset Management Company. Vision To be the most preferred and the […]
What Happens When You Invest Rs.50,000 for 20 years in Mutual Funds, Fixed Deposit and Provident Fund?
How much can you make if you invest Rs 50,000 for twenty years? To answer the question, let us first take some assumptions. The assumption is related to the profile of the individual (investor) that shall help us arrive at a risk appetite. Assume the investor in this situation is 30 years old and is […]
How Can You Calculate STCG Tax on Debt Funds?
Given the volatility the markets have been witnessing last year, many investors lost hope in equities as they had to face major losses. During these tumultuous times, people also shifted from being risk takers to being risk averse; meaning quitting equities and switching their investments towards debt instruments. Therefore, in this article we will describe […]
6 Types of Risks Associated with Mutual Funds
Even before you started investing in mutual funds, you would have heard “Mutual funds are subjected to risk” Ofcourse mutual funds have grown exponentially in the past few years and the investor base has increased tremendously, but there are a few risks about which investors should be aware of! For example, due to the IL&FS […]
Can Mutual Funds Also Give Multibagger Returns (Like Stocks)?
We have all heard of that one friend who made money off selling stocks. Stocks, if used wisely can offer huge returns, but making the right stock investment is a process that takes a lot of knowledge and luck. In one sense, stocks are multibaggers. A multibagger stock is defined as a stock that gives […]
Is There an Ideal SIP Amount to Invest in Mutual Funds and How Long Should You Invest in it?
In life, either money controls you, or you control money. If money controls you, it is subsequently controling your life, freedom, dreams, and almost everything. But is that what you want? If your answer is “No”, Then what should be done in this case? Best is to achieve financial freedom so that you can fulfill […]
Reliance Mutual Fund- Everything an Investor Should Know
Reliance Mutual Fund is a part of Reliance Anil Dhirubhai Ambani (ADA) Group and it is one of the largest growing asset management companies in India. It has an asset under management of nearly 2.5 lakh crores (as on 31st March 2018). It manages approximately 94 lakh folios (comes in top 5 mutual fund houses […]