Dealing with Loss-Making SIPs
Dealing with Loss-Making SIPs
Despite diligently investing in mutual funds via regular SIPs with honesty and consistency, investors may still encounter negative returns. In such situations, it’s crucial for investors to understand the underlying factors leading to negative returns and take necessary steps. Rakesh Deshmukh takes a closer look at this scenario
How Much Salary To Invest in Mutual Funds?
How Much Salary To Invest in Mutual Funds?
Mutual funds can be the cornerstone of your financial success. By understanding their benefits, aligning them with your goals and investing consistently, you will be well on your way to achieving your financial dreams. The article highlights how you can use mutual funds to make your dreams come true
Retirement Planning NPS Vs MFs
Retirement Planning NPS Vs MFs
Most of us tend to ignore the glaring fact that our financial needs will be as much or maybe even greater after retirement from an active professional phase. Not only will the sources of monthly income dry up, certain factors like rising healthcare costs and inflation cannot be ignored. Therefore, financial planning to be able to continue living a secured and comfortable life is highly crucial. This article will equip you with the knowledge to navigate this significant aspect of your financial journey
Are Small-Cap Funds Still Lucrative?
Are Small-Cap Funds Still Lucrative?
While the high growth potential of small-cap funds is enticing, the investment comes with a significant downside. Compared to large-cap funds, small-caps experience deeper maximum drawdown during market downturns. The article examines the how, why and when of investing in small-cap funds
Risk Profiling in Mutual Funds
Risk Profiling in Mutual Funds
Whether you lean towards equity, debt or hybrid investments, recognising your risk tolerance is paramount. By conducting a risk profile assessment, you gain foresight into potential investment risks, mitigating any future unease before it arises. Rakesh Deshmukh takes a closer look at the scenario to see how it works
Thematic PSU Funds: Value For Money
Thematic PSU Funds: Value For Money
From the fun of theme parties to the depth of thematic investing, explore how focusing on specific themes can shape your investment journey. Various investment themes are trending these days, with thematic PSU funds being one of them. Rakesh Deshmukh takes a closer look at the scenario
When Is The Right Time To Sell Mutual Funds?
When Is The Right Time To Sell Mutual Funds?
Imagine this scenario: You have diligently crafted your mutual fund portfolio, aligning each investment with your financial objectives and risk tolerance.
Stress Tests: The Mandate, The Results & Insights
Stress Tests: The Mandate, The Results & Insights
Now that the Securities and Exchange Board of India (SEBI) has made it mandatory for fund houses to undertake stress tests for mid-cap and small-cap funds to see if redemptions can be made within a short period in the face of any financial crisis,
Should You Be Investing In Large-Cap Funds Now?
Should You Be Investing In Large-Cap Funds Now?
Given that small-cap and mid-cap stocks have started correcting from the second week of March and the general elections next month could act as a trigger, this seems to be the right time to transition to large-cap stocks. Besides, the global scenario is also not looking very favourable for the equity market, thereby creating a lot of volatility in the equity market
Should Commodity Funds Be Part Of Your Portfolio?
Should Commodity Funds Be Part Of Your Portfolio?
Commodities serve as tangible assets that offer investors a means to engage with the real economy and provide a degree of insulation from financial system disruptions. In this scenario, multi-asset allocation funds represent a more efficient vehicle for commodity exposure compared to hybrid schemes. Here are the details
Mutual Funds : Your Pathway To Wealth
Mutual Funds : Your Pathway To Wealth
As more investors embrace the potential of mutual funds, they are not only unlocking opportunities for wealth creation but also contributing to the broader financial inclusion and prosperity of the nation. DSIJ highlights why investors should look at mutual funds more seriously.
Betting on the Right Index Funds
Betting on the Right Index Funds
The Equal Weight Index diverges from conventional indices by assigning equal weight to each constituent, in contrast to the market capitalization weight assigned in typical indices. This article explores the distinctions between the two approaches and evaluates whether opting for an equal-weighted index makes sense compared to a market-cap-weighted one.