When Is The Right Time To Sell Mutual Funds?
When Is The Right Time To Sell Mutual Funds?
Imagine this scenario: You have diligently crafted your mutual fund portfolio, aligning each investment with your financial objectives and risk tolerance.
Stress Tests: The Mandate, The Results & Insights
Stress Tests: The Mandate, The Results & Insights
Now that the Securities and Exchange Board of India (SEBI) has made it mandatory for fund houses to undertake stress tests for mid-cap and small-cap funds to see if redemptions can be made within a short period in the face of any financial crisis,
Should You Be Investing In Large-Cap Funds Now?
Should You Be Investing In Large-Cap Funds Now?
Given that small-cap and mid-cap stocks have started correcting from the second week of March and the general elections next month could act as a trigger, this seems to be the right time to transition to large-cap stocks. Besides, the global scenario is also not looking very favourable for the equity market, thereby creating a lot of volatility in the equity market
Should Commodity Funds Be Part Of Your Portfolio?
Should Commodity Funds Be Part Of Your Portfolio?
Commodities serve as tangible assets that offer investors a means to engage with the real economy and provide a degree of insulation from financial system disruptions. In this scenario, multi-asset allocation funds represent a more efficient vehicle for commodity exposure compared to hybrid schemes. Here are the details
Mutual Funds : Your Pathway To Wealth
Mutual Funds : Your Pathway To Wealth
As more investors embrace the potential of mutual funds, they are not only unlocking opportunities for wealth creation but also contributing to the broader financial inclusion and prosperity of the nation. DSIJ highlights why investors should look at mutual funds more seriously.
Betting on the Right Index Funds
Betting on the Right Index Funds
The Equal Weight Index diverges from conventional indices by assigning equal weight to each constituent, in contrast to the market capitalization weight assigned in typical indices. This article explores the distinctions between the two approaches and evaluates whether opting for an equal-weighted index makes sense compared to a market-cap-weighted one.
Top 5 ELSS Funds
Top 5 ELSS Funds
ELSS or Equity Linked Saving Schemes are mutual funds which enjoy a tax-saving benefit under Section 80 C of the Income Tax Act, 1961.
Chief Investment Officers Vs. Fund Managers in Mutual Funds
Chief Investment Officers Vs. Fund Managers in Mutual Funds
It is often the practice in the corporate and financial domains to give executives fancy titles in order they are able to attract the attention of their clients.
Does It Make Sense To Invest In Winners?
Does It Make Sense To Invest In Winners?
The common tendency among those who invest in mutual funds is to simply look at some data and pick out the one that has been at the top, assuming that a fund which is performing well today will continue to do so in the future as well. There is something terribly wrong with such a strategy if you want your mutual fund to create wealth over the long term. The article explains the factors that must be taken into consideration prior to choosing the winner
Pharma Funds : Investment Potential
Pharma Funds : Investment Potential
Investors often assume that investing in the pharmaceutical sector is a safe bet given that its products and services are always in demand.
Investors often assume that investing in the pharmaceutical sector is a safe bet given that its products and services are always in demand.
Mutual Funds For Millennials
Mutual Funds For Millennials
Millennials and Financial Planning
A significant shift is underway in India's financial landscape- the rise of millennial investors. Individuals born between 1980 and 1995, grouped as millennials, are actively reshaping the investment industry in their 30s and 40s. And their preferred avenue is mutual funds. The article highlights the details of the trend
Should You Invest in ESG Funds
Should You Invest in ESG Funds
While there has been a lot of interest in environmental, social and governance (ESG) funds, a cause for concern is that in recent times the outflow has been more than the inflow, suggesting that investors do not find ESG funds a ‘profitable’ choice even though they may be high on the ‘social cause’ list. The article explores the reasons why ESG funds have failed to live up to expectations by comparing them to regular funds using certain tried and tested metrics