With an increase in AUM (assets under management) of balanced funds in the recent months, it can be inferred that domestic investors are slowly getting comfortable investing in this category of mutual fund. In this column, we will explain why… Read more
Category: Mutual Funds
How will an investor come to know about the changes, if any, which may occur in the mutual fund?
There may be changes from time to time in a mutual fund. The mutual funds are required to inform any material changes to their unit-holders. Apart from it, many mutual funds send quarterly newsletters to their investors. At present, offer… Read more
How many funds or stocks should you diversify your portfolio over?
To get the maximum benefit of reducing your risk through diversification spread your portfolio across different assets whose returns are not 100% correlated. Different assets should ideally span across different asset classes such as fixed income, equity, real estate, gold… Read more
Do any mutual funds invest in both stocks and bonds?
Yes, balanced funds invest in a combination of stocks and bonds, a typical mix is 60:40 in favour of stocks. Returns from balanced funds are normally lower than pure equity mutual funds when markets are rising, however if the market… Read more
Should I opt for SIP or bulk investment?
Equity markets are highly volatile. The shares prices vary considerably on day-to-day basis. In such a scenario, if you put a lump sum amount of money, you could either gain a lot or lose a lot. It would then become… Read more
Can a mutual fund change the asset allocation while deploying funds of investors?
Considering the market trends , any prudent fund managers can change the asset allocation i e. he can invest higher or lower percentage of fund in equity or debt instruments compared to what is disclosed in the offer document. It… Read more
Mutual fund industry is booming
This is true, the mutual fund industry is booming. Every fund house is making a lot of money – or is hoping to make a lot, lot more money in the near future and hence the rush for new fund… Read more
How to invest in a mutual fund: Online
How to invest in a mutual fund: Online A few days ago I did a post on how to invest in a mutual fund Offline, today will tell you how to do it Online. There are a few ways how… Read more
Basics on How to Invest in Mutual Funds
Basics on How to Invest in Mutual Funds If you want to learn how to invest in mutual funds, fortunately there’s only a handful of key points to know before you get started. Although mutual funds are used by investment… Read more
Top 8 Benefits of Mutual Funds
Top 8 Benefits of Mutual Funds The numerous benefits of mutual funds make them the first and best choice of investment for the do-it-yourself crowd. If you are a beginner and want to know why mutual funds are a good… Read more