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Investing is all about passion and belief. The aim is to earn returns higher than estimates and achieve them constantly over time. So how do you do that? First, conduct thorough research of available assets and make suitable investments. Second, conduct an annual portfolio performance review and make necessary changes. These changes could mean rebalancing…
In an Initial Public Offer (IPO), private companies offer their shares to the public. Similarly, a mutual fund also allows the public a chance to invest when it initiates a fund. In other words, investors can invest in the initial pool of money when a new fund gets launched, called a New Fund Offer (NFO)….
Mutual funds offer investors an option to invest in a lump sum or through SIP. What is a systematic investment plan (SIP)? It is a facility available to investors to invest in mutual funds in a disciplined manner, gradually over time. In other words, a fixed amount is invested at pre-determined intervals. SIP investment works…
The debate on which investment style is better has existed for a long time. The money management and investment fraternity spend considerable time studying cost vs the benefit of the two approaches. Choice of style affects the overall portfolio returns, and therefore, it is beyond just an academic discussion. Let us understand the concept before…
This question is multidimensional, and the answer depends on where the person is in their journey as an investor. The answer is unique to each individual and cannot be generalized. Let us begin with the basics to help understand which is better between stocks vs mutual funds. Buying a stock is equal to investing in…
Amateur or an expert, every investor wants to know how mutual funds fit their overall investment strategy. Common questions that cross minds are regarding the benefits of mutual fund investment and the importance of mutual funds in the overall investment planning process. To start with, let us first understand what a mutual fund is. And after…
Mutual funds are one of the easiest and best ways to invest. That is why investing in mutual funds is an important aspect of one’s investment journey. Careful selection of mutual funds is therefore vital, because incorrect investment choices not only impact financial gains but also lead to undiversified risks. It is important to know…
Mutual funds are a popular form of investing in today’s times. Investors get attracted to mutual funds given the flexibility and benefits it offers. Some of the common advantages are: Start with a small amount (e.g. Rs 1,000) Diversification across asset classes possible irrespective of the investment amount Systematic investment plan (SIP) habituates investors to…
Disposing investments is as essential as acquiring assets. Usually, investor plan to purchase assets, but forget to assign equal importance to understand the sale process. Quite often, investments are sold for the wrong reasons or at an inopportune time. Selling assets for reasons like having earned good returns, or not having earned returns, or having…
Investment in a mutual fund will lead you to accomplish your financial goals only if the process to choose that mutual fund has been thorough. You already know that mutual fund investments are subject to market risks, and there is no guarantee of returns. Even with all the due diligence, the outcome may not be…