In Advisorkhoj, we often get asked by investors, how often should they review their mutual fund investments? Some financial advisors say that, the investors who made investments and then forgot about it were the ones, who got some...Read More
As May comes to an end, I can't help but wonder that while the headline index numbers look benign, if there is one way to describe the month that went by, it is volatile. The large correction in the mid-cap index, compounded by a number...Read More
Last year, when I was asked what is the most significant event in 2017 in the mutual fund industry that would carry over into 2018, my answer without doubt was the implications of the SEBI scheme categorization guidelines that were...Read More
As an investor, I like to keep myself abreast with latest developments in the market by regularly visiting stock market and mutual fund related websites. Also, my interest in what investors are thinking, takes me to discussion...Read More
Many investors have mixed experience with long term debt mutual funds. This is primarily because, despite the nomenclature of these funds, many investors hold these funds for short tenures and aim to profits from favorable interest...Read More
Joint family system was the traditional construct in our country. In a joint family construct, assets and expenses were shared – financial needs of family members who did not have income, were taken care of by family...Read More
The questions above and others along a similar pattern are the ones an advisor, a finance content writer or anyone in this stream answers regularly because people, in general, have similar doubts regarding investing..Read More
Balanced or hybrid funds is one of the fastest growing mutual fund product categories in India. As per AMFI data, in the last 3 years (period ending March 31, 2018) balanced fund AUM of the mutual fund industry grew at a...Read More
From time to time, investors find midcap stocks and funds very attractive. 2014 to 2017 was a fabulous period for midcap mutual funds, with some mutual funds delivering 20%+ CAGR returns during this period. Investors flocked to these...Read More
Planning is essential for achieving our dreams and aspirations. Aspirations are dynamic and keep changing over different stages of life. As students, academic excellence, for some, professional qualification and finally getting the dream job...Read More