Since there is no intermediary involved, the AMC does not have to pay any commission or trailing fees. A regular…
You can withdraw unless invested in a fund with a lock-in (ELSS, retirement/child plans). However, each investment amount may be…
A longer horizon allows a fund manager to stick to stocks wherein he has high degree of conviction, which may…
If a fund has been performing poorly on a consistent basis, you may switch to a better performing one.
If one is investing Rs 1,000 through monthly SIP in a fund that charges an exit load of 1% for…
Equity funds are inherently more risky than debt funds, as is evident from the volatility that they have historically subjected…
The realised return (yield) can be computed by plotting the cash flows against respective dates in an excel spreadsheet; and…
Is there any way where I can invest in mutual funds now for 30 years and get pension later? –…
SIPs are best for investments in volatile markets. Hold your investments for at least seven years to eliminate risk of…
Funds within each category have a similar investment mandate which determine their risk and return characteristics. Small/ mid cap funds…
In an STP, your money earns higher returns in the liquid fund relative to your bank account, and is then…
The main benefit of SIP is rupee cost averaging, an investment technique applied to regular fixed instalments. As the amount…
Equity index funds invest in stocks by typically replicating a benchmark equity index such as the S&P BSE Sensex, Nifty,…
The probability of negative returns is the highest for a one year holding period and over a seven year holding…
Mutual fund units can be transferred only after the demise of the unit holder.
There is no penalty for withdrawing from a fund in which one is investing through SIP mode, as SIP and…
Over the short to medium term, their performance can fluctuate significantly even resulting in negative / low returns over various…
A suitable asset allocation is typically based on one’s investment horizon and risk appetite.
