Significance of Mutual Funds returns – CAGR, XIRR, Rolling Return Returns have always been the basic benchmarks while going for any investments. These indicate how much the fund has lost or gained during particular investment tenure. You may come across returns expressed in a variety of nomenclatures. Sometimes, these may be quoted as absolute returns, […]
Understanding Mutual Fund Returns: CAGR, XIRR, Rolling Return Read More »
Here is a comparison of Top 5 Mid-cap Equity Funds 2016: Mid-cap Equity funds primarily invest in mid-cap stocks of companies whose market capitalisation falls below the top 100 listed companies in India. These funds are regarded riskier than large-caps but safer than small-caps. During bullish phases, these funds can give you sky-high returns but
Top 5 Mid-cap Equity Funds 2016: Comparative Analysis Read More »
Here is a comparison of Top 5 Large-cap Equity Mutual funds 2016: Investing in equity has always been regarded by the wary investor as a risky and volatile bet. The ever-changing and turbulent stock markets may have turned some rags to riches while many others have burned their fingers in this game of investing. Apart from
Top 5 Large-cap Equity Mutual funds 2016: Comparative Analysis Read More »
Here is a comparison of Top 5 Balanced Mutual Funds 2016: Balanced Mutual Funds, also known as Hybrid Funds, are those funds which invest in both equity and debt instruments. Balanced funds may be equity-oriented or debt-oriented. For a balanced fund to qualify as Equity Oriented Balanced Fund, the fund needs to have equity exposure
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A guide to Dematerialisation of Mutual Fund Units: Have you ever thought of converting your Mutual Fund Units held in physical form into Dematerialised or electronic form? Are you aware of the Merits & De-merits of Dematerialisation? If not, below post will help you in making an informed decision on whether to Dematerialise your MF Units or
Dematerialisation of Mutual Fund Units: How, Why and Why not? Read More »
Here is a comparison of Top 5 ELSS Schemes 2016: Equity-Linked Saving Schemes (ELSS) are one of the best tax saving avenues that would help you generate a sizable corpus to meet your long term goals. These are open-ended diversified equity mutual fund schemes that have a lock-in period of 3 years. Investment in ELSS
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Fixed Deposits vs Debt Funds: Which one to choose between the two? Bank Fixed Deposits in India are considered to be one of the safest instruments for investment. After all, they promise you a fixed rate of return along with the safety of your capital. Not many people know that they could lose their FD money in the
Fixed Deposits vs Debt Funds: Which is a better investment option? Read More »
Knowing Debt Funds & the risks associated with them: Debt Funds primarily invest in fixed income instruments of varying maturities such as Government Bonds, Debentures, Money Market Instruments, and Corporate Bonds, etc. To diversify risk, investors prefer to hold a certain proportion of their portfolio in debt funds. It is so because debt funds have the
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All you need to know about Central KYC Registry: Mr. Ramesh recently opened a Mutual Fund account, now he decided to invest in Direct equity & wanted to open a Dmat account, when he contacted his Broker, he was asked to submit the KYC documents. He was wondering why he has to submit the KYC documents again as he had already submitted the
Central KYC Registry: The new KYC norms should make your life easy Read More »
Here is how you can choose a good Mutual Fund that suits your requirement: Choosing a Mutual Fund might look like a daunting task for many. But believe me, it’s not a rocket science. Anybody who can devote some time and has a willingness to create wealth can do it. Let me simplify the process
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