Dhaval Kapadia

Articles By Dhaval Kapadia

57 Articles

How safe are debt funds? Here is what you can invest in

FMPs are suitable for investors who want to invest in low risk debt instruments and require liquidity after a pre-determined period of time. On maturity of the fund, AMCs typically offer an option to either exit the investmen

debt funds, investment, debt securities, ETFs, debt instrument News

Investing in mutual funds: Here is the ideal combo for maximum benefit for you

The asset allocation or the mix of various assets including equity, debt, gold, etc., held in a portfolio is considered one of the key determinants of its performance. A suitable asset allocation is based on one’s investmen

mutual fund investment, how to invest in mutual funds, why invest in mutual funds, faqs about mutual funds News

What kind of mutual funds to look for 5-10 year SIP? Here is what you need to do first

The asset allocation or the mix of various assets including equity, debt, gold, etc. held in a portfolio is considered one of the key determinants of its performance.

dhaval kapadia, dhaval kapadia investment tips, dhaval kapadia mutual funds News

Invest in mutual funds via SIP in current market scenario

Given the strong performance of the equity markets over the last couple of years and the resulting rise in valuations, prospective returns seem to be slighter lower than previous years. In such a scenario, it might be advisab

mutual funds, mutual funds investments, mutual funds investment through SIP, investment in mutual funds, capital gains tax, Systematic Investment Plans, net asset value, debt portion, long term capital gains, equity funds News

Your queries: For long-term SIP, divide allocation between large and mid-cap funds; alternatively go for diversified fund

SIPs allow an investor to deploy the principle of rupee cost averaging to take advantage of market volatility.

Money News

Check annualised returns of MF schemes over 3-5 years vis-à-vis peers and benchmark indices

There are various categories of equity funds including large cap, diversified equity, small cap, mid cap, international equity, ELSS, sectoral, etc. Funds within each category have a similar investment mandate which deter-min

mutual fund,  bank stocks,  bank shares, Kaustubh Belapurkar,   equity fund, finance stocks,  News

Move from ELSS to equity fund within same mutual fund house via STP? Here is what you should know

Based on your view of the equity markets, you can either redeem all units and invest as a lump sum in equity funds or through a Systematic Transfer Plan (if the equity fund is from the same AMC).

Money News

Investing in mutual funds: Higher equity allocation for longer investment horizon crucial

The asset allocation or the mix of various assets including equity, debt, gold, etc. held in a portfolio is considered one of the key determinants of its performance.

Investing in mutual funds, mutual funds, mutual fund investment, investment horizon, PF, PPF, fresh investments, Systematic Investment Plans News

Mutual funds: Investors with 5-year horizon can go for these funds; here’s why

The asset allocation or the mix of various assets including equity, debt, gold, etc., held in a portfolio is considered one of the key determinants of its performance.

personal finance, mutual finds, mutual fund tips, 5 year horizon, investors News

Mutual funds: You have to stay with SIP for 6 months; here’s why

You have to continue with an SIP for at least six months.

Money News

Longer your investment horizon and higher your risk appetite, higher should be asset allocation to equity

The asset allocation or the mix of various assets including equity, debt, gold, etc., held in a portfolio is considered one of the key determinants of its performance.

Money News

Mutual funds: All you want to know about arbitrage funds

Arbitrage funds take advantage of the price differential of a stock in the cash market and the futures markets.

Money News

Mutual funds: Interest rates risk is negligible in liquid funds; all you want to know about investing in these schemes

Liquid funds invest in short term debt instruments with maturities of up to 91 days.

Money News

Mutual funds: Are returns figures verified by Sebi? Find out here

Investments in Equity-linked savings scheme (or ELSS) can be made in lumpsum or SIP mode depending on the investor’s choice.

Money News

Should you invest in sectoral mutual funds? Find out

Sectoral funds typically focus invest-ments in a single sector, thereby making it critical for the investor to have a view on the sector.

Money News

Here’s how to generate monthly income from mutual funds

How should I invest my retirement fund in mutual fund to generate a regular monthly income? — C Venkatesh In mutual funds, pension funds invest in a mix of equity & debt ranging from 30% to 100% in equity and the rest i

Here’s how to generate monthly income from mutual funds

Mutual funds: For investors, here’s what Arbitrage funds are best suited for

Is there any chance where I can increase the equity exposure of my balance funds as the markets are growing now after some time?

Banking & Finance News

Mutual funds: Here’s how you can review investments

The asset allocation or the mix of various assets including equity, debt, gold, etc. held in a portfolio is considered one of the key determinants of its performance.

Banking & Finance News

Mutual Funds: Investment in debt funds suitable for two years, equity for over five years

The tax deduction in terms of RGESS guidelines will be offered to a ‘new retail investor’ who complies...

Mutual Funds: Investment in debt funds suitable for two years, equity for over five years

Mutual funds: Have moderate risk appetite for investing into equity funds

Besides tax planning, other important aspects about investing in ELSS that you should consider are your risk appetite and the investment horizon

Mutual funds: Have moderate risk appetite for investing into equity funds

Mutual funds: STT will be deducted on equity MF units at the time of redemption

If I do a monthly equity systematic investment plan (SIP), will I have to pay securities transaction tax (STT) every month? Also, please clarify whether I have to pay STT even at the time of the sale?

Mutual funds: STT will be deducted on equity MF units at the time of redemption

Mutual funds: Have a 3-year investment horizon while considering ELSS investments

Besides tax planning, the other important aspects about investing in equity-linked saving schemes you should consider are your risk appetite and investment horizon

Mutual funds: Have a 3-year investment horizon while considering ELSS investments

Mutual funds: Moderate risk appetite needed while considering ELSS investments

Besides tax planning, the other important aspects about investing in equity linked savings scheme, or ELSS, that you should consider are your risk appetite and secondly, investment horizon.

Mutual funds: Moderate risk appetite needed while considering ELSS investments

Mutual funds: Arbitrage funds suitable for investment horizon of 6-12 months

Arbitrage funds, as the name suggests, try to take advantage of the price differential of a stock in the cash market and the futures markets.

Mutual Funds, sensex News

Mutual Funds: Redeem units if you have a liquidity requirement

After the markets correction in the past one month, should I delay redeeming some units from my equity funds? —  Bhupesh Kumar It’s very difficult to exactly time one’s entry and exit perfectly to coincide with the bot

Mutual Funds, sensex News

Mutual Funds: For a two-year horizon, it’s advisable to stick to debt funds

SIPs, besides encouraging regular and systematic investments into mutual funds, also provide the benefit of rupee-cost averaging.

Mutual Funds: For a two-year horizon, it’s advisable to stick to debt funds

Mutual Funds: Returns from gilt funds vary as per interest rate cycle

Bond prices and interest rates are inversely related; hence, if interest rates rise, bond prices would fall and vice-versa, with longer maturity bonds being more sensitive to movements in interest rates compared to shorter ma

Mutual Funds: Returns from gilt funds vary as per interest rate cycle