Multi Cap Mutual Funds are equity mutual fund schemes which have flexible mandates of investing across different market capitalization segments e.g. large cap, midcap and small cap. SEBI classifies the top 100 stocks by market...Read More
Understanding risk / return characteristics of asset class is fundamental to investing. An asset class may have hundreds or thousands of different instruments or schemes, but all instruments in a particular asset class display...Read More
The goal of retirement planning is to accumulate a corpus that will ensure your financial independence and maintain lifestyle during a period where your only source of income is from your investments. Retired lives can be long (20...Read More
Systematic Transfer Plan (STP) is a mutual fund investment plan in which you can invest your lump sum money in a low risk mutual fund scheme, usually liquid fund and then transfer systematically fixed amounts every...Read More
I've met people for whom retirement is scary, an end to golden years of income, a life of uncertainty without the cushy corporate job, income, and perks. And I've met people for whom retirement is a “can't wait”, a beginning of a more flexible...Read More
Many retail investors who pulled out of midcap and small cap mutual funds during the correction last year have been waiting on the sidelines for the past few months for the election results. The Indian electorate has given a clear...Read More
Large cap equity mutual funds are mutual fund schemes which invest at least 80% of their assets in large cap stocks. SEBI defines the top 100 stocks by market capitalization as large cap stocks. Large cap mutual funds tend to be less volatile...Read More
Based on our interactions with investors and financial advisors, we see that there is a lot of interest in mutual fund dividends and Systematic Withdrawal Plan (SWP) as income solutions for investors. Many investors prefer dividend options for regular...Read More
BJP led NDA is all set to form the next Government with a comfortable majority and Narendra Modi will have at least one more term as the Prime Minister. The Nifty after trading sideways in 2018, shot up 10% in the pre-election rally in...Read More
SBI Savings Fund is a money market mutual fund scheme which invests in money market instruments like commercial papers (CPs), certificates of deposits (CDs) etc. As per SEBI’s mutual fund classification directive, money market funds must...Read More