Asset-allocation calls are taken by the fund manager at his/her sole discretion, relieving investors of the need to decide their…
Any withdrawal would lower your portfolio value to the extent of the amount withdrawn, and you may also lose out…
The broader market (S&P BSE 500 TR INR) has delivered 124% as of July 16, 2021, while the mid-cap segment…
I have been invested in a mid-cap fund through SIP for the past three years. Should I redeem some units…
The withdrawals defeat the purpose of investing which is to generate wealth and benefit from the power of compounding.
Your Queries: Mutual Funds – Choose aggressive or conservative hybrid funds basis your risk appetite
The extent of equity exposure in any hybrid fund depends on the category to which it belongs. Investors can choose…
10-15% of equity allocation should be in mid- and small-cap segment
The bulk of the equity allocation should be into large-cap equities as they are less risky than mid-cap and small-cap…
You can consider re-balancing your asset-allocation back to the target weights in case of any signifi-cant drift due to market…
While fixed income lends stability to the portfolio, equities play a crucial role in wealth generation over the long run…
Always evaluate a fund in the context of overall portfolio, with respect to the diversification it offers in terms of…
Arbitrage schemes are hybrid funds, which take arbitrage positions in equity and related instruments for at least 65% of the…
I have been investing in ELSS for the past five years. As the lock-in is for three years, can I…
For an investment horizon of three months or more, consider ultra short term funds as well, which with a slightly…
You can invest in international equity funds via Indian MF firms
Go for pure-play equity & debt funds to build corpus for kid’s education
Investors should ideally stick to their strategic asset-allocation which in turn depends on their risk appetite (ability and willingness to…
Stick to strategic asset allocation basis risk appetite, time horizon
