Mutual Fund Archives - Mymoneysage Blog

Solution-oriented mutual funds – Should you invest in them?

Published date June 29, 2020 | by KishorKumar Balpalli | Advisor Zone, Direct Mutual Fund, Investment Advisor, Investment Planning, Mutual Fund

Solution-oriented mutual funds are funds that have a portfolio that is meant to achieve a specific goal such as retirement planning or children’s education planning. It is a category of mutual funds which has unique features, objectives, and strategies to help investors meet a specific goal. These funds are open-ended hybrid equity schemes that have a minimum lock-in period. Read more...
Best Small Cap Mutual Funds to Invest in 2020

Published date June 26, 2020 | by Research Desk | Advisor Zone, Direct Mutual Fund, Investment Planning, Mutual Fund, Uncategorized

Small Cap mutual funds always invokes mixed reactions in investors. These funds promise higher returns compared to other categories; while also being high on the risk quotient. Investors are wary of the high risk associated with these funds and avoid it altogether. Get your financial plan done by a Registered Investment Advisor. Its FREE, but spots Read more...
Ratings of Direct plans Mutual Funds are lower than that of Regular plans, why?

Published date March 18, 2020 | by KishorKumar Balpalli | Financial Planning, Investment Planning, Mutual Fund

Do you know that there are many mutual funds whose direct plans have a lower rating than that of Regular plans? Does this defy logic? For instance, the BNP Paribas Multi Cap fund is a 4-star fund if you look at the direct plan. However, the regular plan seems to have a 5-star rating. Why Read more...
Here is how to include charity in your financial plan | My Money Sage

Last updated on November 16, 2019 | by KishorKumar Balpalli | Financial Planning, Investment Planning, Mutual Fund, Personal Finance

The concept of charitable financial planning is popular in international markets. This is now gaining popularity in India.There are many reasons why you might want to give money to charity. It could be because you want to help the needy or it could for your own emotional well-being. Whatever the reason, donations always make the Read more...
How does expense ratios affect your Mutual Fund returns | My Money Sage

Published date August 19, 2019 | by KishorKumar Balpalli | Financial Planning, Investment Planning, Mutual Fund, Personal Finance, Tax Planning

Its a zero-sum game, the higher the expense ratio, lower will be your Mutual Fund returns. The expense ratio of a mutual fund is the annual fee that the fund house charges for managing your money. A lower yearly expense will boost your returns and help you to accumulate a more substantial corpus in the Read more...
Complete Investment Guide On Shariah Investment Portfolio In India | My Money Sage

Published date April 5, 2019 | by KishorKumar Balpalli | Financial Planning, Mutual Fund, Personal Finance, Tax Planning

Sharia investments are also known as Halal investments. They encourage people to invest in a socially-responsible way according to Islamic principles. These investments have to follow a detailed set of Sharia requirements and rules. Shariah investments or Sharia compliant investments follow the principles of Islamic law. They encourage people to invest in a socially responsible Read more...
What is yield curve inversion? How does it impact markets | My Money Sage

Published date March 25, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

An inverted yield curve shows that an economic slowdown may be imminent. The yield curve is one of the leading indicators that analysts use to predict the direction of the stock markets. In the United States, analysts have used it to forecast all the recessions in the last five decades. The yield curve has not Read more...
6 Simple Steps To Reach Realistic Financial Goals | My Money Sage

Published date March 21, 2019 | by KishorKumar Balpalli | Advisor Zone, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

It’s important to have big dreams, but it isn’t easy to turn your dreams into reality. Pick goals that you are passionate about and believe that you can achieve them. Make realistic plans that you can meet and track your progress. Here are six simple steps to reach your financial goals, “Set your goals high, and don’t Read more...
8 Commonly Used Mutual Fund Terms & Jargons A Newbie Investor Must Know | My Money Sage

Published date March 8, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Mutual Fund, Personal Finance

Mutual fund advisers use jargon that can be quite confusing for newbie investors. Here we discuss some of the most commonly used mutual fund terms. Knowledge of these terms will help you to understand what your financial adviser says. Mutual fund advisers use jargon that can be quite confusing for newbie investors. Here we discuss Read more...
Father Of The Index Funds, John Bogle transformed mutual funds | My Money Sage

Published date March 6, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

Your mutual funds would not have generated the kind of returns you are getting if it weren’t for him. As mutual fund investors, we need to thank Bogle for helping us to get more from our mutual funds John Bogle changed the mutual fund industry by reducing costs and helping investors to earn higher Read more...