Blogs
Market timing risk is the biggest fear of every investor, especially while investing a large amount. No one can predict a market crash and the time it takes to recover. The anxiety of a potential loss is the reason many investors hesitate to invest a lump sum. That’s where a Systematic Transfer Plan comes into […]
A volatile market is like a roller coaster. Your portfolio rides through the dynamic financial markets, experiencing thrilling peaks, sudden twists, and unexpected turns. Those rapid highs and nerve-racking lows can be unsettling. The anxiety and uncertainty about the future can lead to portfolio destructive actions. But… Market movements are inevitable. Even the most seasoned […]
India is the world’s 5th largest economy with a GDP of $3.9 trillion and will reach $5.1 trillion in 2027. (Source). By 2030, India is likely to surpass Japan and Germany to become the world’s 3rd largest economy. Evidently, the Indian economy is rapidly growing and so are the investment opportunities. While Indians are benefiting […]
Invest in Balanced Advantage Funds. Equity exposure vs Cash holdings is the easiest filter to apply before investing in Balanced Advantage Funds. Learn more.
Uncover myths & facts about mutual funds. Mutual funds are surrounded by many misconceptions. Debunk these mutual fund myths and become financially independent.
Each Lok Sabha election has impacted the Indian stock market, causing both Nifty 50 and Sensex to rally before the election. The historical data shows the market movements during general elections.
Taxation and TDS rules for NRIs on equity mutual funds, debt mutual funds, and hybrid funds. Read more.
Portfolio management service is a financial offering in which an expert manages investor’s portfolio of equity, debt, bonds, and individual assets. Investors can customize their portfolio to align with their financial goals.
Explore the different types of returns on your mutual fund investments: CAGR, XIRR, Absolute Returns, Annualized Returns, Trailing Returns, Rolling Returns, Total Returns.
An Alternative Investment Fund (AIF) is a privately pooled investment avenue consisting of private equity, venture capital, hedge funds, managed funds, etc. AIF comes with three categories.
The technical aspects of the mutual fund factsheet can help you compare the two funds effectively. Here is how you can read the volatility measures aka key ratios of a mutual fund.
Unlisted Shares are privately held financial securities that trade Over The Counter instead of on the stock exchange.
The inverted yield curve indicates that the short-term yield is more than the long-term yield. Find out what each curve represents.
Flexi Cap funds give investors the freedom to invest in small, mid, and large-cap stocks without any restrictions.
Balanced Advantage Funds (BAF) follow a hybrid/dynamic asset allocation model between equity and debt with no threshold on asset allocation.
Small cap mutual funds invest at least 65% of total asset in companies from 250 and above rank(small cap) on market capitalization.
Mid Cap Mutual Funds invest at least 65% of the total assets into companies ranked from 101 to 250(Mid cap) on the market capitalization
Large cap mutual funds invest at least 80% of total assets in the top 100 companies (large cap) in terms of market capitalization.
