Equity Funds
-
Why Small Investors should prefer mutual funds over shares:
Ever since the pandemic there has been a multifold increase in the number of demat accounts held by depositories. Also, there has been a similar increase in the number of folios ( mutual fund accounts) held by the mutual fund companies. During the same period the BSE Sensex rebounded from a bottom of 29000 points…
-
Guidelines for Long Term Investors
Like anything good in life, investments also require time and patience to grow and fructify. We are going to discuss some guidelines for long term investors. Please find below some pointers which will help you to grow your investments in the best possible way. 1. Start investing early in life and follow this habit until…
-
How to use Mutual Funds for long term goals?
Equity based Mutual Funds offer excellent scope for wealth creation in the long term. By long term I mean over a period of ten years or more. It is an established fact based on empirical evidence that Indian stock market indices have always given positive returns over a period of ten years and more. There…
-
Mutual Funds or Direct Equity Investments?
Many new investors are confused whether they should choose Mutual Funds or Direct Equity Investments? We will have a look at some of the factors which make Mutual Funds a wiser choice of small investors. Direct Equity Investments is a challenging task because of the following reasons: Selection of equity shares is an arduous task…
-
So where is the Stock Market headed?
After the initial crash of global stock markets at the beginning of the pandemic, stock markets have seen a sustained rise globally. The Indian stock market especially has surpassed all expectations and seen the bull run of a lifetime. So what are the reasons for this sustained rally in the Indian stock market and where…
-
How to make the most out of your mutual fund investments?
So, you have been investing for a while and you even managed to choose your own mutual funds. But what next? Are you getting the returns that you expected in the first place? Are you happy with the Investments you have made? If the answer to these questions is no, you need to revisit your…
-
Good Mutual Fund Schemes To Consider
The following is a list of Equity based Mutual Fund Schemes which one should consider while Investing currently. The Schemes have been shortlisted in each category based on their Sharpe Ratio, Beta and Standard Deviation. The returns given by the schemes in the last five and ten years has also been considered. Mutual Fund Investments…
-
Portfolio Management Services
Portfolio Management Services or PMS are offered by many Wealth Management firms to cater to the needs of High Networth Individuals. A PMS is like a Mutual Fund, but the minimum investment amount is Rs.25 lacs as prescribed by SEBI regulations. PMS are of two types, discretionary and non- discretionary. In a discretionary PMS the…
-
Market Watch
Stock Markets are buoyant because of excess liquidity in the market. Excess liquidity is because of Central Banks loose monetary policy across the world. Central Banks have followed an easy money policy to offset the economic damage caused by the pandemic. Easy money policy or loose monetary policy refers to policy of Central Banks like…
-
Index Funds in India
Considering that Stock Market Indices are methodically calculated to reflect the best in each category, the following index funds can be considered from a 5-10 years perspective. These funds are available with several Asset Management Companies in India. Sensex FundNifty 50 Index FundNifty Next 50 Index Fund The allocation to Index Funds, Exchange Traded Funds…