Switching from regular to direct plans is currently treated as a redemption, and hence the proceeds would be subject to…
International funds provide an opportunity to diversify your portfolio across geographies giving exposure to varied economic growth drivers.
Since the lows of March 2020, equities have rallied sharply with benchmark indices almost doubling till date (as of January…
Higher the investment horizon and risk appetite, higher can be the allocation to equities, which have the potential to deliver…
After the demise of the primary owner, all units are transferred to the nominee at the NAV prevailing on the…
The realised return (yield) can be computed by plotting the cash flows (SIP amount) against respective dates in an Excel…
Investors may also opt for the offline route by filling up the switch form and depositing it either at an…
To gain from a favourable tax treatment, investments in debt mutual funds should be at least over three year holding…
The RBI measures announced along with abundant liquidity in the banking system have resulted in yields falling substantially, particularly at…
If a fund has been delivering below-average performance consistently, you may switch to a more consistent one.
From an asset-allocation standpoint, it is advisable to have some allocation to gold for diversification benefits at any point in…
Equities are more volatile than most asset classes, and returns are not assured as is the case with bank FDs,…
Investing through a bank would be under the regular plan route, as your application form would have the bank’s ARN…
In the last week of April 2020, Franklin Templeton Mutual Fund announced its decision to wind up six of its…
You should evaluate the current portfolio of the fund to understand the extent of holdings in various rating buckets, such…
Tax savings not needed? Then switch to non-ELSS funds or NPS
SIP enables an investor to average out the cost of his investments via disciplined purchases, particularly when the market is…
Equity markets in India and across the globe have corrected sharply on concerns over global growth amid the coronavirus outbreak.
