Investment Planning

Here are a few tips which describe whether AUM size matter while investing in mutual funds or not: Many times this question has surfaced at investment forums that “Does fund size affect fund performance?” Size of a mutual fund scheme is reflected in Assets under Management (AUM). [MMS_EBOOK] AUM relates to the total market value

Here’s what to look for in a Portfolio Turnover Ratio while investing in mutual funds: Is your fund manager following a passive or a dynamic investing strategy? You might wonder, “How does that matter to you?” My friend, it might affect your fund returns! You need to be aware of it. [MMS_EBOOK] Portfolio Turnover Ratio

Here are a few points on Permanent Portfolio wherein the Asset Allocation is made easy: Are you frequently being bugged by the asset allocation decision? Is the stock market volatility killing your portfolio returns? Try the “Permanent Portfolio”! [MMS_EBOOK] It’s an alternative asset allocation concept in the financial domain. Permanent portfolio is going to give

Here’s How to generate Common Account Number (CAN): Common Account Number (CAN) is the latest tool to track your mutual fund portfolio. You may view it as a single reference number for all your mutual fund investments. [MMS_EBOOK] CAN is issued by MF Utilities (MFU) only once as regards the number of investors, order of

Here’s the document checklist for Mutual Fund investments: When investments are on your mind, mutual funds are the most prudent way to give it a start. You get multiple benefits like professional fund management, diversification, capital appreciation, rupee cost averaging, etc. under a single roof. [MMS_EBOOK] However, before initiating any mutual fund transaction, you need to

Here’s How to link Aadhar to Mutual Funds portfolio: Now you have to link your aadhar number with mutual fund portfolio! Yes, you read it right. [MMS_EBOOK] Under the latest amendment to Prevention of Money Laundering Act (PMLA) Rules, 2017, the government wants you to do this. It is yet another step in a slew

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

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

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