Generating alpha will become more and more challenging
An investor has to be patient and undertake the necessary research before zeroing in on the schemes to invest – either lumpsum or via SIP.
We are still in the early days of ESG investing in India. But interest in the space has definitely been increasing and mutual fund companies have realized that.
Ashwani Bhatia of SBI Mutual Fund feels it is a message largely to investors, mainly HNIs and institutions that this part of financial market is safe and RBI is looking at financial markets very carefully.
We are very enthused by the promise the investment management sector is pointing towards. At the very least, this is an inflection point which will lead to a tangential growth of the industry in the next 5 odd years.
Karvy's India Wealth Report projected Sensex at 1 lakh by 2025. We reiterate that same thought at current levels as well
Overall net inflow in debt funds is positive Rs 1.2 lakh crore in April.
The impact of the revised norms on returns from liquid funds would not be huge.
The budget speech mainly reflected on the key achievements of the present government over the past five years and their vision for India.
Of the total financial savings and assets in the country, the share of MFs has increased in the last three years to 14% in March this year from 10% in 2016
You should never make an ELSS allocation decision in isolation. It should be part of your overall financial plan.
While selecting a scheme for investment or while deciding whether to continue with a current investment, a fund’s performance track record does play a critical role and returns usually take precedence over other important factors that are considered while investing
It is rightly said that if you don’t know where to go, then it doesn’t matter which path you take.
By investing in AAA oriented portfolios, you are that much better off, but you cannot avoid credit risk completely.
If we take a step back and take a look at our portfolios, in all probability we’ll find that our investments are concentrated in Indian mutual funds and stocks.
The markets have reacted to macroeconomic factors which are out of the reach of both the government and central banks, which makes it even tougher to control such situations
Mutual funds can provide you products that can meet your financial goals with relatively lesser risk.
The amount of capital gains tax to be paid on mutual funds depends on the type of investment (equity / debt) and the duration of time for which the investment is held
You need to know that there is no such thing as a "perfect mutual fund portfolio". There can be numerous reasonably good portfolios, and there's no one-size-fits-all.
As compared to other havens available under Section 80C of the Income Tax Act, ELSS has the shortest lock-in period
In case of mutual funds, a differential rate of taxation is applied across fund categories.
Longer maturity bonds or bond funds may be volatile for some more time.
SWP makes you financially self-dependent. This feature helps you live with dignity without compromising on your needs.
It is expected, though not desirable, that credit-related incidents may happen
You can build a portfolio of mutual fund schemes based on your risk profile.