These funds are managed by expert financial professionals, known as fund managers. The skill of such professionals is to examine the investment decisions and implement them subsequently. In return for... Read More
Author: Factsheet
It is an investment vehicle that pools money from multiple investors in order to purchase a diversified portfolio of stocks, bonds, or other securities (according to the stated strategy of... Read More
After establishing these factors, other factors like tax implications, fee structure, and the portfolio composition can make the right fit even more optimal. Thoughtful choices made today lay the groundwork... Read More
How do you find out if a mutual fund fits the bill for your investment objective, the critical point about choosing a good mutual fund is that it needs to... Read More
• Investments in mutual funds can be bought directly from the fund house, via brokers, or through online investment portals. A direct plan bought directly from the fund house usually comes... Read More
• Past performance is no guarantee of future results, but can give an idea of how the fund has ridden the ups and downs of the market. Consider 5- to 10-year... Read More
• Equity funds: Best for long-term growth. There are subcategories large-cap, mid-cap, small-cap, and sector-specific funds. • Debt/Bond Funds: Relatively safe, income is steady, but cannot keep pace with the returns of an... Read More
• Conservative: A bond fund or a balanced fund wherein there is more importance accorded to capital preservation should be invested. • Moderate: This profile may require moderate funds, typically in the form... Read More
• Short-term objectives (1-3 years): For goals in this period, liquidity and security are paramount. Consider low-risk options that include money market funds or short-duration bond funds. • Medium-term goals (3-10 years). Balanced... Read More
As the saying goes, not all shoes are going to fit. The fund that may fit just right for you is not necessarily the one that will best suit the... Read More