Mutual Fund Queries

I am a new investor and want to learn about investments

I am new investor and want to learn about the investments, your advice shall be appreciated?

Aug 8, 2016 by Balwant Singh Sandhu, | Mutual Fund

Glad that you want to learn about investments. Our advise would be to read our daily newsletter wherein we cover articles about savings & investing, Industry news and interviews. We are registering your email... Read More

Can you please make me aware of the latest development in Mutual fund industry

Please make me aware of latest development in Mutual fund industry?

Aug 8, 2016 by Uma Kedia, | Mutual Fund

Request you to please follow our daily newsletter. We are registering your email id in our database so that you get it regularly... Read More

Please check the new Mutual Fund Research Tools and help your clients

Please find herewith screenshot of comparison of different asset classes, I think there is some error in the data, Fund cant generate - 18% returns in 20 years horizon. Can you please check and confirm?

Aug 8, 2016 by Jayanti Dedhia, | Mutual Fund

Thanks for pointing this out to us and the feedback which is truly appreciated. The error was due to the scheme declaring dividends in growth option. We have rectified that now and the same looks fine now... Read More

Can you please provide write up on Derivatives

Please send write up on/related to Derivatives and uses of it?

Aug 8, 2016 by Pandurang Londhe, | Mutual Fund

Derivatives is a very big subject and currently we do not have full coverage about this topic on our website. However, the following topic related to Derivatives would be helpful to you. Please enjoy reading... Read More

What are the types of Balanced Funds how they are taxed and if the dividends are tax free

I have read your articles about performance of BALANCED FUNDS over last 10 / 15 yrs. Please give information about following points. 1) Are these balanced funds EQUITY ORIENTED? 2) In case of DIVIDEND PAYOUT option, is dividend TAX FREE? Is there any DIVIDEND DISTRIBUTION TAX paid by AMC? 3) For SWP any EXIT LOAD for the WITHDRAWAL? Is withdrawn amount TAXABLE in the hands of investor? 4) Which two balance funds you will RECOMMEND? 5) How DEBT ORIENTED BALANCED FUNDS have performed over last 10/15 years? Please reply at the earliest?

Aug 8, 2016 by Bhalchandra V Pade, | Mutual Fund

The articles that you have read about balanced funds on our website are about Equity Oriented hybrid funds or Balanced Funds as they are popularly known. These funds are equity oriented funds wherein the... Read More

How is HDFC Prudence fund for monthly dividend and growth

How is HDFC prudent fund for dividend monthly and growth or is there any other better monthly dividend fund. Please help with your advise?

Aug 5, 2016 by Ram, Mumbai | Mutual Fund

HDFC Prudence Fund is one of the oldest balanced funds in the mutual fund industry in India with an excellent long term track record. From January 2016 it has started paying monthly dividends which you can... Read More

What is rebalancing of portfolio

What is rebalancing of portfolio? If I have started seeping diversified equity fund 5-7 years O and at this current time when market is at its peak, shall we continue sip or book profit and stop the sip? At what time should we stop our equity sip or book profit and continue with SIP?

Aug 5, 2016 by Saurabh, New Delhi | Mutual Fund

Portfolio rebalancing may mean a number of things, like rebalancing between debt and equity, rebalancing between long term and short term debt, rebalancing between large cap equity and midcap equity... Read More

How can I invest Rs. 100000 in a fund and systematically transfer Rs. 2500 per month in equity fund for 30 years

I like to invest in a fund fund Rs. 1,00,000 and also like to systematically transfer RS. 2,500 month in other equity fund for 30 years. Is it possible and how. Also I like to invest in any Direct Mutual fund. Please suggest?

Aug 5, 2016 by Jayanta Kumar Sen, Kolkata | Mutual Fund

Yes, this is quite possible. You can invest Rs. 100,000 in a liquid fund and transfer Rs. 2,500 per month to an equity fund of the same AMC. For example, if you are investing in a liquid fund of ICICI Prudential... Read More