HDFC Bank share price crash: Several mutual fund schemes that are heavily invested in HDFC Bank are likely to be impacted following the fall in the stock price by more than 8 per cent in morning trade on March 19, after part-time chairman Atanu Chakraborty resigned. Chakraborty resigned from India’s largest private lender, citing differences…
Tax Loss Harvesting: If your mutual fund portfolio has been in the red lately, then know that you are not alone in this situation. The current market dip has especially hurt investors of midcap and smallcap mutual funds. The BSE Midcap Index has fallen by over 20 per cent from its peak, causing notional losses…
Top 2 small cap mutual funds performance charts over 3, 5, and 10-year periods; one delivered 24.29% CAGR in 5 years – Check returns, AUM, expense ratio, and more (Image: iStock) No stock data available Top 2 small cap mutual funds: Small cap mutual funds are essentially equity funds that allocate a significant portion of…
SIFs vs Mutual Funds: Mutual funds have been a known choice among investors while SIFs (Special Investment Funds) often fly under the radar. But what’s the difference between the two? The main distinction lies in the investment amount and strategy. Mutual funds allow you to start small, with as little as Rs 500-Rs 1,000, investing…
According to SEBI, small cap funds are open-ended equity mutual funds that invest at least 65 per cent of funds in stocks of companies ranked below 250, i.e., 251st onwards, in terms of market capitalisation. Read Full Article Large cap funds, as per SEBI guidelines followed by AMFI, must invest at least 80 per cent…
Power of SIP: Rs 15000 monthly investment for 20 years Read Full Article Power of SIP: How much can Rs 15,000 monthly SIP build in 10 years? In 10 years, the investment amount will be Rs 18,00,000, the estimated return in 10 years could be Rs 16,85,086, and the estimated corpus in 10 years could…
2. SEBI has released a consultation paper seeking public comments on the revised nomination framework. Read Full Article 3. The regulator proposes making nomination the default option while opening demat accounts and mutual fund portfolios. 4. Investors who opt out of nomination will need to explicitly confirm their choice through a declaration. 5. SEBI suggests…
Skipping SIP installments may not seem like a big deal right now, but over time, it can harm your financial journey in ways that are often underestimated. 1. How compounding works against you Read Full Article The biggest advantage of investing through SIPs is the power of compounding, which means earning returns on your returns….
Mutual Fund: If you are looking for a portfolio review, we bring you expert guidance directly from Shilpa Gole, founder of NerdyBird Wealth Advisory LLP. She spoke exclusively to ET Now Swadesh, where she reviewed investors’ portfolios and recommended funds accordingly. You can go through the fund recommendations to check whether you hold any of…
This article is especially made for those looking for a step-by-step guide on how to invest in mutual funds for the first time. In the article, we have broken down the complexity of investing for the first time and tried to make it easily understandable for you. A mutual fund pools money from multiple investors…
