What happens to the invested amount in a fund that isn’t accepting new investments? What an intelligent investor should do about it?
We will find the best value-oriented mutual fund to invest in 2019. A new category for mutual fund investor that didn’t exist in 2018.
We will find the best multi-cap mutual fund to invest in 2019 and review the performance of our choice of best multi-cap fund of 2018.
We will find the best small-cap mutual fund to invest in 2019 and review the performance of our choice of best small-cap fund of 2018.
We will find the best mid-cap mutual fund to invest in 2019 and review the performance of our choice of best mid-cap fund of 2018.
We will find the best large-cap mutual fund to invest in 2019 and review the performance of our choice of best large-cap fund of 2018.
It is that time of the year when I share a process to find the best tax saving ELSS fund for 2019 as well as look back on the past best funds to learn something new.
This article is not about the asset allocation into debt and equity but it is about the right mix of market cap allocation to your equity part of the investment based on your risk appetite and the time horizon for your investment.
When evaluating index funds, one has to look for the one that is best able to replicate the index and has a higher volume to execute the trades.
The dividend is not paid to the investor, often it is considered as equivalent to growth option but there is a difference. Let us understand each of the options and see what’s the difference between dividend re-invested option with growth option and which is a better choice for an investor.
The best multi-cap fund for 2018 is a must-have mutual fund of every portfolio for a well-diversified portfolio and want to avoid the volatility of the Indian market which is expected in 2018 and 2019 as the election year.
Let us take a top-down approach to the top-performing mutual funds for the past 1 year and come up with the best ELSS tax saving fund to invest in 2018.
How can investor switch their existing ongoing SIPs in a regular fund to a direct fund and how one can switch the already invested amount in a regular fund over to direct funds?
The process we will use will similar to 2017 for a large-cap fund where we choose the 5-star rated large-cap fund by ValueResearchOnline and based on the underlying benchmark choose the best large-cap funds that are more likely to perform well in 2018.
Choose the top performing funds of 2017 and nail down to see the one that can outperform the midcap index based on the consistent history of outperformance for an elongated period of time.