Any withdrawal would lower your portfolio value to the extent of the amount withdrawn, and you may also lose out on any subsequent gains on the withdrawn corpus that would have accrued till the end of your investment horizon.
The broader market (S&P BSE 500 TR INR) has delivered 124% as of July 16, 2021, while the mid-cap segment (S&P BSE Midcap TR INR) has delivered 141% and the small-cap segment (S&P BSE Smallcap TR INR) has delivered 201% retur
I have been invested in a mid-cap fund through SIP for the past three years. Should I redeem some units as I have got very good returns? —Vivek Kashyap Since the lows of March 2020, equities have rallied sharply on the back
The extent of equity exposure in any hybrid fund depends on the category to which it belongs. Investors can choose from conserv-ative hybrid funds (equity allocation can range from 10-25%) to aggressive hybrid funds (65%-80%)
While fixed income lends stability to the portfolio, equities play a crucial role in wealth generation over the long run with a potential to deliver superior inflation-adjusted returns compared to fixed income.
Always evaluate a fund in the context of overall portfolio, with respect to the diversification it offers in terms of investment style (growth/value/blend), exposure to different market cap segments (large /mid/small-caps), a
Arbitrage schemes are hybrid funds, which take arbitrage positions in equity and related instruments for at least 65% of the portfolio, and park the remaining corpus in mostly high-quality fixed-income instruments and cash &
I have been investing in ELSS for the past five years. As the lock-in is for three years, can I withdraw my first year’s investment and reinvest the amount? —K S Singh Yes, since the ELSS investment has completed five
Since the lows of March 2020, equities have rallied sharply with benchmark indices almost doubling till date (as of January 12, 2021). The sharp rally has resulted in seemingly stretched valuations, which has toned down futur