In March 2024, SEBI Chairman Madhabi Puri Buch stated, “Investors will benefit from knowing how many days the funds would need to exit their underlying portfolio in the event of unfavorable market conditions.” To find this period, SEBI asks Mutual Fund Companies to conduct a Stress Test. What is a Stress Test? In the case...Read More

In India, there are two well-liked strategies for saving/investments over a longer time horizon; “Systematic Investment Plans (SIP)” and “Recurring Deposits (RD)”. Let’s understand RD vs SIP. What is RD? RD is a savings plan that requires monthly payments. We can start in Banks or Post Offices. In RD, you invest some money (as you...Read More

We all invest to generate positive returns, whether it be in stocks, gold, mutual funds, or another kind of asset. Therefore, the first thing we usually look for in an investment product is its historical return. On the other hand, there are many interpretations of return on investment. For example, you’ve probably seen terminology like...Read More

Post-retirement, a consistent cash flow is essential. For monthly income, many seniors invest in fixed-income assets like government securities (G-secs) or fixed deposits (FDs) which are very common and popular options. However, some advisors advise seniors to allocate a portion of their portfolio to equity mutual funds to take advantage of the best growth prospects...Read More

Mutual funds have become the preferred investment option for many people, offering a hassle-free way to participate in the market. However, the variety of mutual funds available can leave investors feeling overwhelmed and unsure of where to start. Here, mutual fund distributors (MFDs) play an important role in bridging the gap between investors and the...Read More

Nowadays, investing through mutual funds is becoming increasingly popular among Indian investors. The attraction of potentially higher returns and professional management has led many investors to explore this investment option. However, it’s important to understand that not all mutual funds are suitable for every investor, and selecting the right combination of mutual fund schemes is...Read More

Mutual Fund NAV (Net Asset Value) is the most common word used in the Mutual Fund industry and it is closely watched. In the Stock Market, the price of a particular share goes up and down, and investors experience profits or losses accordingly. Likewise, in Mutual Funds, if the NAV goes up, investors make profits...Read More

Investing in mutual funds can be an excellent way for young investors to grow their wealth and achieve their financial goals. However, with so many mutual funds available in the market, choosing the right one can be overwhelming. In this blog post, we’ll provide some tips for young investors planning to invest in mutual funds....Read More

When it comes to investing in mutual funds, one of the most important steps is determining your risk profile. Risk profiling is the process of assessing an investor’s risk tolerance, or their ability to handle fluctuations in the value of their investments. By understanding your risk profile, you can select mutual funds that are better...Read More

Recent changes in taxation rules for Debt Mutual Funds declared by the Government, has been a topic of discussion for the past few days. Several amendments were being made to the rules and regulations regarding it. In this blog, let’s explore the amendments made in the taxation regarding the specified Debt Mutual Funds and their...Read More