When your SIP returns turn negative
July 9, 2018If you had started investments in equity SIPs in the past 3 months or 6 months or in some cases even one year, your annualized returns (IRR) would likely be…Continue Reading
FundsIndia Explains: Capture Ratio
June 25, 2018‘The market has done extremely well, has my fund kept up with it?’ ‘The market is bleeding, has my fund come out with minimal losses?’ These are important questions to…Continue Reading
The indirect cost of direct plans
June 18, 2018In recent times, we have seen quite a few advertisements and promotions for direct plans of mutual funds. They talk about how much you stand to lose if you invest…Continue Reading
Simply Important: Your new capital gains report at FundsIndia
June 11, 2018The Union Budget of 2018 made a significant change in taxation of equity mutual funds. Long Term Capital Gains on equity funds, which had been exempt since 2004, were made…Continue Reading
Understanding SEBI’s new fund categories
June 4, 2018In a move to make choices for investors simpler, SEBI came out with categories with defined criteria. This means that funds within a category will henceforth be mandated to stick…Continue Reading
How long should you run your SIP?
May 14, 2018Last week I was talking to a friend from another profession. He wanted some financial advice from me. I asked him all the usual questions an advisor would ask to…Continue Reading
FundsIndia Explains: What is Risk
April 23, 2018In the context of any investment product and specifically mutual funds, we often use the term ‘risk’. Risk acquires different meanings to different people. They also assign such meaning differently…Continue Reading
Changes to FundsIndia’s Select Funds
April 20, 2018These are changing times for mutual funds. In October 2017, SEBI came up with two important rules: one, it defined the categories of funds AMCs are allowed to hold and…Continue Reading
“Consumption is relatively less risky in uncertain times”
April 16, 2018The consumption sector has been consistently delivering on the earnings growth front. With the growth drivers for the consumption theme already visible, it is relatively less risky in the times…Continue Reading
FundsIndia Explains: Change in fundamental attributes of a fund
March 5, 2018SEBI’s mandate to categorise funds into specific buckets has resulted in a number of AMCs coming out with changes in their funds. With a wave of changes coming in, you…Continue Reading
