Mutual Fund Unlocked: What is Style Drift? Mutual Fund Unlocked: What is Style Drift? Nikhil Desai / Saturday, March 24, 2018 / Article rating: 5.0 Divergence of the fund from its investment style is known as the style drift.
Mutual Fund Unlocked: Capital Protection Oriented Schemes Mutual Fund Unlocked: Capital Protection Oriented Schemes Shashikant Singh / Friday, March 23, 2018 / Article rating: 4.0 CPOS is a closed-ended hybrid fund and is most suitable for the risk-averse investor.
Mutual Fund Unlocked: How to assess your own risk profile? Mutual Fund Unlocked: How to assess your own risk profile? Shashikant Singh / Tuesday, March 20, 2018 / Article rating: 5.0 Your risk profile is a combination of your risk capacity and risk aversion. Knowing both will help you to do proper asset allocation.
Are SIP inflows determined by market returns? Are SIP inflows determined by market returns? Shashikant Singh / Friday, March 16, 2018 / Article rating: 5.0 After a gap of nine months, monthly SIP has fallen on a monthly basis. Is it due to fall in the market or re-introduction of LTCG?
Mutual Fund Unlocked: What is Indexation? Mutual Fund Unlocked: What is Indexation? Shashikant Singh / Tuesday, March 13, 2018 / Article rating: 3.5 Indexation in short may help you to reduce your tax burden on capital gain.
Mutual Fund Unlocked: Perpetual SIP Mutual Fund Unlocked: Perpetual SIP Nikhil Desai / Monday, March 12, 2018 / Article rating: 5.0 Perpetual SIPs state to be the SIP’s with no tenure and end date. Most of the fund houses/ AMC’s consider such SIPs to last till 2099 unless an investor gives a specific instruction to stop them. These SIPs aim at ensuring investment discipline and continuity.
Mutual Fund Unlocked: International Mutual Funds Mutual Fund Unlocked: International Mutual Funds Nikhil Desai / Saturday, March 10, 2018 / Article rating: 5.0 International Mutual funds, these funds allows investor to invest in the equity or equity-oriented securities linked to the foreign markets. Lets take a look how do they work and what are the risks involved?
Mutual Fund unlocked: Mutual fund dividends Mutual Fund unlocked: Mutual fund dividends Nikhil Desai / Thursday, March 1, 2018 / Article rating: 3.7 Dividend is nothing but the distribution of gains and profits. All mutual fund houses/ AMC’s (Asset management company) calculate the dividends for each of their schemes on the basis of the distributable surplus.
Mutual Fund Unlocked: XIRR - Calculating your portfolio performance Mutual Fund Unlocked: XIRR - Calculating your portfolio performance Shashikant Singh / Tuesday, February 27, 2018 / Article rating: 2.9 Calculating performance is the cornerstone of evaluating investments. Using right calculation tools helps you to take appropriate action regarding your investments.
Mutual Fund Unlocked: Exit load on mutual funds explained Mutual Fund Unlocked: Exit load on mutual funds explained Nikhil Desai / Monday, February 26, 2018 / Article rating: 3.4 Asset management companies collect an amount from investors when they exit a scheme. Generally, this fee charged is termed as an 'exit load'.