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.
We kickoff 2018 with the best of funds series for 2018. The first post is for the best smallcap fund of 2018. Let us also analyze how has been the performance of the best smallcap funds of 2017 and if we can learn more out of it to improve our selection of funds for 2018.
Let me clarify the common myths among equity mutual fund investors that I have come across over time with examples to conquer them and invest with confidence in mutual funds.
There is so much hype about the mutual fund as an asset class and so let us analyze to see if are there any real benefits of investing in mutual funds over other asset class?
So many mutual funds, so little time. How one can identify the mutual funds that will perform better in future? A checklist to identify the best mutual funds
A step by step guide to investing in direct mutual funds with an example of my investment of Rs. 50,000 along with why Zerodha’s COIN interface is an avoid
Answering: What are the ideal number of SIP an investor should have? Should one have a different SIP for each investment objective? How many funds should one SIP in?
When I read this question the initial reaction is always SIP but when I compared the returns, I realized that it is not always SIP that is better.