Measure your mutual fund's risk, before it becomes too late Measure your mutual fund's risk, before it becomes too late Understanding Mutual Fund Risks: A Comprehensive Guide to Assessing and Mitigating Investment Risks for Optimal Returns and Financial Security. Prajwal Wakhare / Thursday, February 20, 2025 / Article rating: 5.0
Ravi Explains Lumpsum vs SIP to His Old Friend Vikram Ravi Explains Lumpsum vs SIP to His Old Friend Vikram It was a calm evening when Ravi and his old friend Vikram met up at their favourite café. Vikram had been hearing a lot about investing and was eager to learn more. Kiran Shroff / Thursday, January 30, 2025 / Article rating: 5.0 Knowing Ravi had a lot of experience with the stock market, he decided to ask for some advice.
Understanding Hybrid Mutual Funds: A Simple Guide Understanding Hybrid Mutual Funds: A Simple Guide If you're looking to invest in the stock market but you're unsure whether to choose stocks or bonds, a hybrid mutual fund might be just the right option for you. Kiran Shroff / Thursday, January 30, 2025 / Article rating: 5.0 Let’s break down what a hybrid mutual fund is, and why it might be a good choice for your investment strategy.
Understanding Risk-Adjusted Returns in Mutual Funds Understanding Risk-Adjusted Returns in Mutual Funds When investing in mutual funds, it's important to evaluate not only how much money a fund has made, but also how much risk was involved in achieving that return. This is where risk-adjusted returns come into play. Kiran Shroff / Wednesday, January 29, 2025 / Article rating: 5.0 In simple terms, risk-adjusted returns measure how much return you're getting for the level of risk you're taking on. By considering both the return and the risk, you get a clearer picture of a fund's true performance.
Understanding the Sharpe Ratio in Mutual Fund Investing Understanding the Sharpe Ratio in Mutual Fund Investing When evaluating mutual funds, investors want to know if they are being rewarded for the risk they take on. Kiran Shroff / Monday, January 27, 2025 / Article rating: 4.0 The Sharpe ratio is a widely used metric that helps measure the risk-adjusted return of a fund, making it easier to assess how well a mutual fund performs in relation to its risk.
Understanding Dynamic Bond Funds: A Flexible Approach to Fixed Income Investing Understanding Dynamic Bond Funds: A Flexible Approach to Fixed Income Investing Dynamic bond funds are a type of mutual fund that invests primarily in fixed-income securities, such as government bonds, corporate bonds, and other debt instruments. Kiran Shroff / Monday, January 27, 2025 / Article rating: 5.0 Dynamic bond funds are one such investment vehicle that provide investors with the flexibility to navigate the volatility of interest rates and changing market conditions.
Small-Cap Mutual Fund With Rs 61,974 Crore AUM: An Investment of Rs 1,00,000 Turned Into Rs 3,97,870 in Just 5 Years Small-Cap Mutual Fund With Rs 61,974 Crore AUM: An Investment of Rs 1,00,000 Turned Into Rs 3,97,870 in Just 5 Years Launched on January 1, 2013, the fund has demonstrated a strong performance history, making it a notable option for investors seeking exposure to small-cap equities. Kiran Shroff / Monday, January 27, 2025 / Article rating: 5.0 As of December 31, 2024, the fund's AUM stands at Rs 61,974 crore, classifying it as a medium-sized fund within its category.
Bridging the Gap: A Brother-Sister Conversation on Loans Against Mutual Funds Bridging the Gap: A Brother-Sister Conversation on Loans Against Mutual Funds In the world of personal finance, loans are a popular way to access immediate funds when needed. Kiran Shroff / Wednesday, January 22, 2025 / Article rating: 5.0 It was a cosy evening, and after a long day at work, Raj sat on the couch, looking visibly stressed. His sister, Priya, noticed his tension and walked over to him with a concerned look on her face.
This Mutual Fund Has Outperformed Its Category: An Investment of Rs 1,00,000 Turned Rs 6,20,000 In Just 5 Years This Mutual Fund Has Outperformed Its Category: An Investment of Rs 1,00,000 Turned Rs 6,20,000 In Just 5 Years With significant Assets Under Management (AUM) of Rs 26,670 crore as of December 2024, the fund has garnered substantial investor trust. Kiran Shroff / Wednesday, January 22, 2025 / Article rating: 3.6 The fund's success can be attributed to its experienced fund management team, which employs a bottom-up stock-picking approach, focusing on companies with strong growth potential and robust business models.
The Balancing Act: Risk vs. Reward in Mutual Funds The Balancing Act: Risk vs. Reward in Mutual Funds Investing in mutual funds is a popular way to grow wealth, but it's not without its risks. Kiran Shroff / Tuesday, January 21, 2025 / Article rating: 5.0 Understanding the relationship between risk and reward is crucial for making informed investment decisions.