I came across this chart over the internet which suggests that instances of negative returns decreases with increase in Mutual Fund SIP tenure. This led me to another question. What would this chart look like if we change the criteria from 0% returns, as implied above, to a minimum of 14% returns that is generally expected by...Read More
Aggressive Hybrid Funds are equity oriented hybrid mutual fund schemes, where minimum equity allocation is 65%. Aggressive Hybrid Funds enjoy equity taxation. Long term capital gains (investment tenure of more than 1 year) up to Rs 1 Lakh...Read More
Yesterday we did a similar article From one market peak to another: How your SIPs are doing requested by some of our advisor friends. In the last article we covered SIP returns of some popular open ended schemes across...Read More
For those in your thirties, this is an important stage of your life. Gone are the carefree days of the twenties. Most likely, now you have a family and your responsibilities are increasing. With increasing responsibilities...Read More
For many investors tax saving is usually a once in year investment exercise to save up to Rs 46,350 in taxes under Section 80C of Income Tax Act. However, tax saving investments can also help you meet your long term financial...Read More
In a previous article, we discussed that consistent performance should be one of the most important mutual fund selection criteria. Consistent performers aim to outperform the market and generate...Read More
The Reliance CPSE ETF was over-subscribed 4 times first day. As per a Business Today report, the anchor investors put in Rs 6,000 versus Rs 1,500 crores reserved for them. For the benefit of our readers, anchor investors are institutional investors who...Read More
Indiabulls Bluechip Fund has beaten the CRISIL – AMFI Large Cap Index in financial year 2017 – 18. In our March blog (refer to our post, Why large cap equity mutual funds will always be a flavor for investing), we had mentioned that...Read More
When one talks about investments especially equity with a long-term horizon, it does not mean that once the investment is done the investor should forget about it for the next few years. Though it is the fund manager’s job to make sure that...Read More
The profit made by a company from its operations is known as the operating profit or in accounting terms, EBITDA (Earnings before Interest, Depreciation and Amortization). From EBITDA, the company pays interest to its lenders. Depreciation and amortization, which are non-cash items, are also deducted from...Read More