Category: Mutual Fund Basics
FundsIndia explains: Dowgrade, default, and write-offs in debt funds
June 17, 2019Last week, several debt funds dropped significantly on a 1-day basis, because of write-offs due to default. Then there were write-backs in some funds. What’s going on? What happens when there…Continue Reading
Children’s education – when parents aspire without a plan
June 3, 2019When I met some of my school teachers in a reunion, one of our teachers commented on how parents’ view on education has changed over years. If the debate was…Continue Reading
Outdated financial advice parents should avoid giving
May 27, 2019Several of the 50 year-plus investors I know are eager to initiate their millennial children into investing as soon as possible. In their eagerness, they help their children with the…Continue Reading
Your investment options
February 18, 2019When you first start out to plan your finances, it is likely that you are overwhelmed with the options there are. There are a number of instruments that will help…Continue Reading
Why looking at 1-year returns can misguide you
January 28, 2019Whenever you are looking for funds to invest and look at the performance screen of a fund, the 1-year returns is the number that registers and also influences decision. There…Continue Reading
Frequently asked questions on annual portfolio review
January 14, 2019It’s that time of the year when you will look back at performance and have questions about your portfolio – specifically underperformance in your funds. In years like 2018 when…Continue Reading
FundsIndia Explains – What is an SIP? What is it not?
January 7, 2019With over Rs 7,000 crore coming in each month, the SIP has become a byword for investing. But popular as it may be, the concept of it – what is…Continue Reading
Five tips for investing in the new year
December 31, 2018This new year, you may have made up your mind to save more or limit your impulsive splurge. And that’s a great resolution to make! We’re not going to tell…Continue Reading
Why your returns are not the same as the market’s return
November 19, 2018In an investor-gathering addressed by a renowned fund manager, a presentation on the returns delivered by equities over several years was put up. One of the investors asked him, “you…Continue Reading
You are different and so are your needs
September 17, 2018How many of you want to wear the same clothes as your friends or neighbours? Not only is your size and fit different, your taste too will likely be different.…Continue Reading
