Why is the current market situation best for investing in STP?

current-situation-for-STP-3
  STP or Systematic Transfer Plan is similar to an SIP except for the fact that it involves transfer of money from one fund category to another on a regular basis. Usually, such a type of transfer takes place from a debt fund to an equity fund in installments in order to facilitate the averaging out of the overall purchase price. Recently, the domestic market has become riskier due to the wea...
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What is NAV and how much does it matter?

NAV
​ What is NAV? NAV stands for Net Asset Value of a mutual fund scheme which is precisely its book value or book price. In essence, it is the value per unit of a mutual fund scheme. The NAV is calculated as follows: NAV= (Assets - Liabilities)/Outstanding units Where, Assets include stocks, bonds, cash, accumulated interest as well as dividend held by the fund. The 'per unit' market value of all th...
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Why is the current market situation best for investing in STP?

current-situation-for-STP-3
STP or Systematic Transfer Plan is similar to an SIP (Systematic Investment Plan)  except for the fact that it involves transfer of money from one fund category to another on a regular basis. Usually, such a type of transfer takes place from a debt fund to an equity fund in installments in order to facilitate the averaging out of the overall purchase price. Recently, the domestic market has b...
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Use SWP for tax-efficient regular income from mutual funds

Use-SWP-1
What is SWP or Systematic Withdrawal Plan? It essentially enables customization so that investors can withdraw a specific amount of money or the capital gains from their mutual fund investments on a regular basis. Investors are thereby able to tailor their income stream with respect to their financial needs. This is how investors can avail both steady income as well as desired returns as per their...
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“Mutual Funds are subject to market risk” – What is risk?

whatisrisk
We have all heard the statement "Mutual funds are subject to market risks" as a part of disclaimer. What are these risks? Risk is basically uncertainty. When you invest your time or money or energy into something even though it is uncertain, you are taking a risk. Among a plethora of asset classes like FDs, real estate etc. mutual funds and especially Equity mutual funds are considered as the risk...
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How to choose between Growth or Dividend reinvestment while investing in Arbitrage fund?

howto_Arbitrage-Fund
An arbitrage fund is a type of equity mutual fund that takes advantage of the difference in pricing between the cash markets and the futures or derivatives markets. This kind of fund capitalizes on market inadequacies in order to provide benefits to investors. It exploits market volatility to make it work in its favour so as to provide investors with relatively risk-free returns. Once the investor...
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How should you measure returns?

measure_returns
When it comes to measuring returns, there are three different methods to do it – Internal Rate of Return, Time Weighed Return and Compounded Annual Growth Rate. CAGR is usually preferred by online platforms because of its simplicity though inte rnal rate of return is deemed to be more accurate in providing information. The Global Investment Performance Standards and the Charted Financial Analyst I...
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Should I opt for Monthly Income Plan?

monthly income plan
MIP is a hybrid mutual fund scheme. The reason being, it invests in both equity and debt securities. Majority of the corpus is traditionally invested in debt securities (around 70% – 80 %) such as debentures, corporate bonds, public securities etc. while the rest is invested in equity. The equity exposure is limited due to market volatility, although it can be used for optimizing profits when the ...
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Can Arbitrage fund replace Debt funds in your portfolio?

arbitrage
In the world of mutual funds, it is well known that equity funds enjoy the benefit of lower taxation while debt funds are less risky with better returns. But what if you wished to combine the two and enjoy lower taxation, lower risk and good returns? Your answer would be arbitrage funds. Arbitrage funds are a unique type of equity mutual funds. They capture the arbitrage opportunity that arises be...
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How to select a right Equity mutual fund?

right equity mutual fund
Today, where you explore plethora of market interlinked investment alternatives, equity mutual funds always remain as your safe bet. Whether you be the seasoned investor, or a beginner, good knowledge of market mechanics and thorough research is quite essential in this relatively long term investment. Out of the hundreds and thousands active funds, couple of them are bent towards equity only. Thus...
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How to select a right Debt Mutual Fund to achieve a goal?

rightdebtmutualfund
Selecting a Debt Mutual Fund is unexpectedly more complicated than opting for a diversified equity fund. Even in the case of seasoned investors, understanding and tracking of interest rate movements and the credit risks are exclusively challenging. Yet this is one happiest hunting category for all the corporate treasuries, high-net-worth folks and institutional investors. Again, retail investors o...
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What every woman needs to learn about money management

woman_manage_money
  As the stereotypical concepts revolving around "traditional" women have now changed, there is a dire need for women to upgrade their own selves. When it comes to finance management "earn more, save more & spend more" must be the mantra for long-term. However, the order is essential! First you earn much, then save or invest it accordingly and then spend out whatever remains. Savings is n...
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Is early retirement a realistic dream?

retirement_plan
Who doesn't loves to sit back and have a light insight of life in their later years? Fortunately, each one of us does! Retiring early might be a subjective matter, however, in most cases, the factors which determine your decision includes availability of invested funds, a source of stable income and ability to cope up with inevitable future problems. It might be a dream of many to get retired earl...
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What is an NFO and should you invest in them?

NFO Mutual Funds
A New Fund Offer (NFO) is a mutual fund that is offered to public before it opens up to daily transactions. It is similar to IPO (Initial Public Offering - Stocks) in many aspects but not exactly same. Often, investors choose to invest in NFO because they assume they are investing into something so cheap. But it is important to check if the NFO is new or something of similar exists in the fund hou...
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Markets at all-time high – Lump sum investment or SIP?

Nifty 11000 Volatile 2018 Lumpsum SIP Mutual Fund
Indian markets were on bull run til the end of the January, 2018 and a sudden bearish sentiment in early February, 2018 motivated by global markets. Last 6 months was an excellent, volatile & unpredictable time, which made the investors question their strategy and wonder if they should adopt a new strategy according the changing market. So should you start investing more for more benefits...
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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.