Investment in global equity is one of the avenues for diversifying your portfolio. While India is the growth story of this century and thus should have a greater allocation in…
Posts TaggedMutual Fund
Surging Indices. Concept Of All-Time High Price, Its Limited Relevance
An index, over the course of its life, will touch all-time high multiple times; for you to get returns from investment in equity stocks/ funds, the index has to touch…
The Concept Of Side-Pocketing, how It Matters
The concept of side-pocketing, in the context of mutual funds, has become relevant after the default by IL&FS and certain mutual funds giving negative returns. The negative returns have occurred because a…
Debt Fund Risk: Best Solutions Are The Simplest
The types of risk in fixed income funds are many: interest rate/volatility risk, credit risk, counterparty risk, concentration risk, liquidity risk, etc. But the two major risks, going by the…
Why Balanced Advantage Mutual Funds Baffle Investors
Even after Sebi’s mutual fund categorisation norms have been implemented, some pockets of “interpretation” by asset management companies (AMCs) remain. Sebi’s objective of uniformity in parameters has largely been achieved, but there…
Mutual Funds: Are arbitrage funds a substitute for debt funds?
Over the last year or so, returns from debt funds have been muted, particularly long portfolio maturity funds, as market movement has not been favourable. One positive fallout of this…
Investments: Take A Ladder Approach For Your Portfolio
Investment in securities maturing as per your requirement of funds, leads to perfect laddering. Rather than speculate with your entire savings for slightly higher returns, preservation followed by growth should…
All You Need To Know Before Investing In Credit Risk Funds
Joydeep Sen Credit risk funds have suddenly sprung into discussion consequent to two recent ‘credit rating downgrades’. Let us put things in perspective, in the context of investing in credit risk…
Which Hybrid Mutual Funds Should You Choose?
To compare between balanced funds and equity savings funds, as long as you have an adequate investment horizon and risk appetite, balanced funds may be the better choice. The India…