Mutual funds are usually chosen based on two terms ‘Direct Plan’ and ‘Regular Plan‘. An investor manages his portfolio through directly investing through a fund manager or through supervising investment through a distributor’s fund or manager. In case of direct investment because of the lower expense ratio, the returns automatically get high in comparison to …
The year immediately after the nice bounce-back carries with it a lot of expectations. Many times, it becomes a burden too. Over the past 12 months, even the mutual fund delivered near 40% return. Last year, Morgan Stanley reports predicted the BSE Sensex to be at 51k at the peak of December 2021. The index …
What to Contemplate From 2022 as a Keen Investor? Read More »
2021 was a year when the pendulum swung from gloomy in 2020 to some plethora in 2021. Many segments began experiencing earnings for 3 to 5 years being discounted at a quick clip. One deviates from the sector for a large margin and if they return to mean comes with its justifiable share of volatility. …
Mutual Funds are Not About Shortcut Returns and Fashionable Ideas Read More »
The three key steps for creating a perfect portfolio – asset allocation, choice of funds, and plan of action to take care of the portfolio. Here are the excerpts of the session. Asset AllocationInvestors’ timeframe determines their risk appetite and the balanced asset allocation range as well. Time Frame Equity% Debt% Gold% 0 to 12 …
How to Build a Balanced Portfolio of Mutual Funds Read More »
Owing to a higher rate of return, tax savings and benefit of diversification, the mutual fund has become the most looked after investment alternative. However, before investing in any mutual fund, you should know the following factors about the fund you are going to invest in: 1. Size and performanceYou need to study the size …
