Mutual Fund Archives - Mymoneysage Blog

Can I switch regular plan of an ELSS fund to direct plan ?

December 14, 2018 | by Research Desk | Advisor Zone, Investment Advisor, Investment Planning, Mutual Fund

IF you are looking to switch your ELSS MF units from Regular to Direct plan, here is what you should know… ELSS mutual funds have a mandatory lock-in period of 3 years. You can switch from the regular plan of an ELSS mutual fund to the direct plan after the lock-in period of 3 years. Read more...
9 Mutual Fund investing myths busted

October 31, 2018 | by Research Desk | Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Retirement Planning, Small Savings, Tax Planning

Here is a list of Mutual Fund myths that you should be aware of… Very few people realize that investing in mutual funds for the long term is one of the smartest and safest ways of building wealth. Commonsense, discipline and patience are all you need to create a large corpus by investing in mutual Read more...
How to set up an online SIP in a direct mutual fund

October 23, 2018 | by Research Desk | Advisor Zone, Investment Advisor, Investment Planning, Mutual Fund

Here are the details that help you set up an online mutual fund SIP in a direct plan, How to set up an online SIP in a direct plan of mutual fund Here is how you can set up an online SIP in a mutual fund direct plan. Mutual funds have two types of plans – Read more...
The Best Liquid Funds to invest in 2018-19

October 9, 2018 | by Research Desk | Insurance Planning, Investment Advisor, Investment Planning, Mutual Fund, Tax Planning

Here are the Best Liquid Funds for 2018-19 Investors who are looking for safety and liquidity prefer to invest in liquid funds. In this article, we will help you to understand what liquid funds are, how to use them and how they are taxed. We will also provide a list of what in our opinion Read more...
Hybrid Funds: Benefits & types post Mutual fund recategorization

July 17, 2018 | by Research Desk | Financial Planning, Investment Planning, Mutual Fund

Here are the types of Hybrid Funds post SEBI’s Recategorization & Rationalization of Mutual Funds Prior to Recategorization of Mutual Funds by SEBI, investors referred to different mutual fund schemes as equity, debt and balanced. The term “balanced fund” was usually used to denote an equity-oriented hybrid fund. Though there were many other types of hybrid Read more...
Should Dynamic Equity Funds be a part of your investment portfolio?

July 13, 2018 | by Research Desk | Financial Planning, Investment Planning, Mutual Fund

Why Dynamic funds should be a part of your investment portfolio? There are many mutual fund schemes in the market ranging from equity, debt, hybrid, index, dynamic, thematic etc. Some are actively-managed funds, and some are passive. One type of scheme that is often less explored is dynamic funds, also known as self-balancing funds. Just Read more...
Top 5 Midcap Mutual Funds to invest in 2018-19

May 5, 2018 | by Research Desk | Investment Planning, Mutual Fund

Here is a list of Top 5 Midcap Mutual Funds to invest in 2018 -19 Mid-cap funds are mutual fund schemes which invest in shares of companies that have been ranked between 101st -250th in terms of market capitalization. Mid-cap companies usually have an approximate market capitalization between Rs.5000 – Rs.20000 Crores. Mid-cap mutual fund Read more...
Top 5 Large Cap Mutual funds to invest in 2018-2019

April 13, 2018 | by Research Desk | Financial Planning, Investment Planning, Mutual Fund

Here is a list of top 5 large-cap mutual funds that you can look at investing in 2018-19 Equity Mutual Funds are generally classified as Large Cap Funds, Mid Cap Funds and Large Cap Funds based on market capitalization of the equities they invest in. According to SEBI rules, Large cap mutual funds should invest Read more...
Categorization & Rationalization of Mutual Fund Schemes by SEBI

April 4, 2018 | by Research Desk | Investment Planning, Mutual Fund

SEBI has proposed a regulation for categorization & rationalization of Mutual Fund Schemes… There are around 1200+ open-ended mutual fund schemes, Out of this, one-third comprise of equity funds, and one-fourth comprise debt funds. The sheer volume of these mutual fund schemes is confusing to an investor. Many fund houses have had multiple schemes with Read more...
Top 5 ELSS Mutual Funds to invest in 2018-2019

March 15, 2018 | by Research Desk | Financial Planning, Investment Planning, Mutual Fund

Check out the list of top 5 ELSS Mutual Funds Amongst all the tax-saving instruments available in the market, Equity Linked Savings Scheme (ELSS) is one of the popular and preferred one. It is not just one of the best tax-saving options, but also an excellent option for long-term investment. What are the features of Read more...