CRR_Call Tracker

Text/HTML

Text/HTML

ValueProductView

ValueProductPastPerformance

Company NameReco DateReco PriceExit PriceExit Date% ReturnIn days
Bharat Forge Ltd. 25/07/20241,593.85952.3007/04/2025 -40.25% 256 days
ITC Ltd. 28/12/2023464.20487.5002/01/2025 5.02% 1 yrs
Britannia Industries Ltd. 27/07/20234,875.805,028.2512/11/2024 3.13% 1 yrs
JSW Steel Ltd. 22/02/2024826.951,003.0026/09/2024 21.29% 217 days
Bajaj Auto Ltd. 22/08/20249,910.0011,930.0017/09/2024 20.38% 26 days
Dr. Reddy's Laboratories Ltd. 26/10/20235,429.306,536.0005/07/2024 20.38% 253 days
Shriram Finance Ltd. 25/04/20242,430.102,955.0028/06/2024 21.60% 64 days
Coal India Ltd. 25/01/2024389.50501.6022/05/2024 28.78% 118 days
Infosys Ltd. 27/10/20221,522.601,411.6019/04/2024 -7.29% 1 yrs
State Bank Of India 25/05/2023581.30782.0505/03/2024 34.53% 285 days

CRR_MVC_PastPerformance

Text/HTML

Our Other Trader Products

EasyDNNNews

New to mutual funds? What should be your approach to MFs?
DSIJ Intelligence
/ Categories: MF Unlocked

New to mutual funds? What should be your approach to MFs?

Despite being aware of what mutual fund is and how it works, people are still in dilemma as to what should be their approach with regards to mutual funds. This is for the fact that they have no prior experience with mutual funds. In this case, there are many things to consider before investing in mutual funds. People should know the risks that are involved while investing in mutual funds. As you may know, mutual funds are not only subject to market risk, as advertised, they are also prone to other systematic and unsystematic risks.

When it comes to risk, the basic thing to start with is with assessing your risk profile. There are lot many websites nowadays which provides you with the same. Even you can find them on AMC websites. Note that even SEBI (Securities and Exchange Board of India) has mandated SEBI RIA (Registered Investment Adviser) to get risk profile assessed and recommend investments based on the same. So, it is wise to get it assessed before investing in mutual fund or any other investment product for that matter. Another thing you should do is to get a financial plan. This will help you decide the time horizon you need to invest in a particular product. So, consult your financial planner and have a financial plan with you.

But still, if we assume that you just wish to experience the mutual fund as a first-time investor then it is better to invest in a balanced hybrid fund which invests between 40 per cent to 60 per cent of the assets in equity and equity-related instruments and between 40 per cent to 60 per cent in debt securities. This would be ideal for first-time investors as this invests in both equity as well as debt. So, being new to mutual funds you would be able to experience the wonders of equities, but at the same time can restrict your losses with debt.

Previous Article Ten stocks close to their 52-weeks low
Next Article Marico indicates cautious near term but stable demand in Q4
Print
808 Rate this article:
2.5
Please login or register to post comments.

DALAL STREET INVESTMENT JOURNAL - DEMOCRATIZING WEALTH CREATION

Principal Officer: Mr. Shashikant Singh,
Email: principalofficer@dsij.in
Tel: (+91)-20-66663800

Compliance Officer: Mr. Rajesh Padode
Email: complianceofficer@dsij.in
Tel: (+91)-20-66663800

Grievance Officer: Mr. Rajesh Padode
Email: service@dsij.in
Tel: (+91)-20-66663800

Corresponding SEBI regional/local office address- SEBI Bhavan BKC, Plot No.C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra.
Tel: +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22 | E-mail : sebi@sebi.gov.in | Toll Free Investor Helpline: 1800 22 7575 | SEBI SCORES | SMARTODR