Category: Mutual Fund Basics
Fundamentals and key attributes of Mutual Funds as well as the industry at large
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
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
Why SIPs work better: The science behind cost averaging
May 28, 2018We all have our ‘eureka’ moment and mine came while buying mangoes. Yes, buying mangoes helped me explain why average costs come down more than you expect it to, when…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
FundsIndia Explains: Why SIPs are more than just cost averaging
March 26, 2018SIP, or Systematic Investment Plan, is often touted as the best way to invest your money in mutual funds. Many new investors think SIPs are a type of investment. It…Continue Reading
I stopped my SIP – Extracts from an investor’s diary
March 15, 201810th November, 2015 Today, I saw the Nifty was down 1.5%. The markets have been falling continuously. I think I received an email from Fundsindia saying the markets have fallen…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
FundsIndia Explains: Rebalancing a Mutual Fund Portfolio
February 12, 2018When you start to invest in Mutual Funds, you build a diversified, asset-allocated portfolio. This allocation is based on your goal timeline, your risk appetite, and other factors. That is,…Continue Reading
