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5 points to remember before investing in Small-Cap funds

Here are 5 points to remember before investing in Small-Cap funds:   You might have been advised to stay away from small-cap funds, and allocate a major chunk of your assets into large-caps. If you are an aggressive investor, such a strategy might be unsuitable. [MMS_EBOOK] Unbelievable right…but that’s the fact! Avoiding small-cap funds can’t […]

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Should you invest in Thematic, Sectoral Funds?

Here are a few pointers to guide whether you should invest in Thematic, Sectoral Funds or not: Sectoral/Thematic funds have been much-talked havens among the investors. But looking at the roller-coaster returns, you might keep deferring your decision. [MMS_EBOOK] You may wonder whether it’s right to invest in sectoral funds or not? Investors have created

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How to Rebalance Mutual Fund Portfolio

Here’s How to Rebalance Mutual Fund Portfolio: Portfolio rebalancing happens to be at the core of portfolio management. It keeps your portfolio from falling prey to market fluctuations. [MMS_EBOOK] Just like fine-tuning a guitar, portfolio rebalancing is done to ensure that portfolio parameters remain as per expectations. It involves bringing asset allocations back to the

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How to use Investment horizon to choose Mutual Funds

Here’s How to use Investment horizon to choose Mutual Funds: Is your investing in line with your horizon? Puzzled huh! [MMS_EBOOK] Apart from goal-setting and risk-appetite, there’s one more issue that you need to gain clarity about in mutual fund investing. It relates to the “Investment horizon.” Investment horizon means for how long you would

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How to compare mutual funds using Risk-adjusted returns

Here’s How to compare mutual funds based on Risk-adjusted returns: Still concerned only about mutual fund returns? Think big! [MMS_EBOOK] How about Risk-adjusted returns! While short listing mutual funds, you tend to be skewed towards returns. Like every other investor, you may give too much preference to returns over other factors. Undoubtedly, fund return is

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Financial Checklist for teens, grown-ups & Veterans

Here’s a Financial Checklist for the teens, grown-ups & Veterans: Different ages, different stages, different needs! Isn’t it! [MMS_EBOOK] As you grow older, so you tend to develop likings towards things which you might have ignored a decade ago. You tend to experiment with things and try to make better choices; each one taking you

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5 Surprising Investing Truths

Here are 5 Surprising Investing Truths: Investor nowadays is much more aware than his ancestors. The sources of investment information have proliferated over the years. So much so, that you can indulge in investing any time and anywhere. You can categorise yourself as risk-averse or risk-seeker. You can understand your financial behaviour and moderate accordingly.

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