Mutual Fund Rising Star: For a 3-year investment, your top mutual fund choices depend on whether you want high-risk, aggressive equity returns or low-risk, stable debt returns. Here, you get schemes that have provided 25 per cent plus CAGR in the past 3 years, along with important details relevant to your investment. ICICI Prudential Midcap…
Mutual Fund Investment Plan: What is ideal investment time horizon for SIP? (Image: iStock) Mutual Fund Investment Plan: Over the years, the Systematic Investment Plan (SIP), a feature offered by Mutual Funds, has become a household name. Its popularity among investors has grown with time due to its disciplined investment approach, affordability, and potential to…
Types of equity mutual funds are: Large cap Funds, Mid cap Funds, Small cap Funds, Large & Mid cap Funds, Multi cap Funds, Flexi cap Funds, Focused Funds, Sectoral Funds, Thematic Funds, Value Funds, Growth Funds, Contra Funds, Index Funds, and ELSS. Source link
Which date is best for SIP: Investors often wonder whether choosing a specific date for their monthly Systematic Investment Plan (SIP) can enhance their returns — such as the beginning of the month, payday, the end of the month or days of market volatility, such as F&O expiry. However, a long-term analysis by WhiteOak Capital…
Mutual Fund Returns in 10 Years: Mid Cap funds invest in equity and equity-related instruments of Mid Cap companies. According to the Securities and Exchange Board of India (SEBI), Mid Cap companies are those that are ranked between 101 and 250 in the list of companies according to market capitalisation. Small cap funds invest a…
Mid cap vs small cap mutual fund: Known as the “Oracle of Omaha,” Warren Buffett is one of the most successful investors of all time. Buffett famously stated his favourite holding period is “forever” for wonderful companies. The 10-year benchmark serves as a mental test to ensure you are buying high-quality businesses with strong fundamentals….
Daily SIP vs Monthly SIP: When it comes to mutual fund investing, consistency is the key, and it matters the most, and so does the approach – how you invest. Rs 900 daily vs Rs 27,000 monthly SIP may look identical in total contribution, but their outcomes can differ due to market timing and compounding…
Low-cost mutual fund: Explore the top 5 large cap schemes with a low expense ratio. Before you wonder what an expense ratio is, here is what it means. An expense ratio is the annual fee a fund charges to manage your investments and cover operational costs. It is represented as a percentage of your total…
Direct vs Regular Mutual Fund: When you invest in mutual funds, you usually get two options to choose from – Direct Plan and Regular Plan. Both offer access to the same fund and fund manager, but the way you invest and the charges you pay are different. These differences can affect your overall returns. Before…
Mutual Fund Rising Star: For a 1-year investment, your top mutual fund choices depend on whether you want high-risk, aggressive equity returns or low-risk, stable debt returns. Here, you get schemes that have provided 20 per cent plus CAGR in the past 1 year, along with important details relevant to your investment. HSBC Midcap Fund…
