“Going forward, it will be difficult to reproduce 30 percent kind of return over the next 5 years; however, one can safely expect 12-15 percent kind of equity return from mutual funds and that is post tax. It will be good ... Top stocks in Sundaram.
For those uninitiated in mutual funds , understanding the different types of funds, and the related terminologies, can be as confusing as learning a new language. Therefore, in this article, we've explained six common mutual fund types , and how each of.
Last week, after years of debate, the Securities and Exchange Board of India embarked on a Swachh Bharat-type mission to declutter the Indian mutual fund industry. Such spring-cleaning is sorely needed. The MF industry has seen its fair share of.
Types ... funds hold shares and stocks of well-established companies. Mid-cap Funds invest in smaller companies that may still be growing. Sector funds: These Funds invest in equities in a particular sector of the economy. For example, you may invest in a.
At the start of a fiscal year, financial planners usually advise investors to opt for systematic investment plans (SIPs) in equity linked savings scheme (ELSS) mutual funds . This not only obviates the last-minute rush where investors park a lump sum in.
You SIP top-up amount and type would depend on factors like your age, investment years available, and financial goals. Your age especially is key—nearly as important as the rate of return on the SIP. A greater investment tenure (for example , from the.
With dwindling FD rates, and increasing awareness about the poor returns afforded by traditional insurance policies, more and more savers are turning to Mutual Funds as a goal achievement tool. This is underscored by the fact that the industry added.
It is generally believed that one can't have the best of both the worlds, especially when it comes to income and taxation. The more one earns, the more would be the tax liability. But, not many people are aware that this is not completely true and.
But mutual fund investors have a helping hand in the form of trigger facility. “Trigger facility if used wisely can help mutual fund investors rebalance their portfolios, book profits and even help savvy investors to buy on dips,” says Harshavardhan.
First and foremost, a cursory understanding of the three broad types of International Mutual Funds is warranted. The first, which ... Templeton India Equity Income Fund and Birla Sun Life International Equity Fund (Plan B) are examples of these. The.
Of the international funds available to investors in India , there are country-specific, region-specific and thematic funds . For example , there are funds that invest in the US, Brazil or Europe. Apart from this, there are theme based funds investing in.
Thus, when equity markets get overvalued, for example , they would move out of the equity funds that they hold and move to a cheaper asset class at that point. ... As India becomes a more mature and researched market, active managers may struggle to.
in these funds are dependent on the performance of the respective sectors/industries. While these funds may give higher returns, they are more risky compared to diversified funds as their portfolio consists mainly of investment in one particular.
History The mutual fund industry in India began ... tax efficient. For example, domestic equity mutual funds investors do not need to pay capital gains tax if they remain invested for a period of above 1 year. What are the different types of mutual funds.