It would not make much sense to calculate daily returns in order to convert hem to annual returns. This is because though daily returns may… Read More »How do I convert daily returns of mutual funds into anual returns?
Your choice of mutual funds should be driven by your financial goals. Your total portfolio should be a combination of the 4 asset classes namely… Read More »What is the best mutual fund to invest Rs 75,000 for a period of 5 years?
Yes it is absolutely legal to invest in mutual funds and stocks. If you don’t have much time to track individual stocks, for for mutual… Read More »Can a government employee invest in mutual funds and stock markets? Is it legal?
Dont be worried if you are a long term investor. Keep SIPs continued if the funds you are investing in are good performers (in relative… Read More »All mutual fund gains accumulated through S.I.P. in the last 8 months have been washed out in a week. Should I be worried?
No there is no such mutual fund that invest exclusively in IPOs only. There are private equity funds which can invest in pre IPO companies,… Read More »Are there any mutual funds in India which primarily invest in IPOs only?
You can switch current holdings from the HDFC Midcap fund to the ELSS fund. The amount switched will be counted towards Section 80C. Old SIP… Read More »Can I switch my SIP (HDFC Mid-Cap opportunity fund-growth) to ELSS or any other tax saving fund? I can see switch to different tax saving funds on the website, my confusion is that, if I convert my SIP to tax saving one, does it qualify for 80c?
Rolling returns are simply returns for a given period. A 10 year rolling return on a given date is the annualised return from ten years… Read More »What do we mean by rolling returns in mutual funds?
From an investment perspective: a good SIP makes money for you, likely in the double digit percentages over long a period.. An LIC life insurance… Read More »Which is better SIP or LIC?
Thanks for the A2A. Jamā and many other apps that you mentioned are into the direct mutual fund space. Do try Jama to see the difference.
If you make gains in any mutual fund or stock, then you are liable to pay capital gains tax. For investments over 1 year, these… Read More »Is SBI blue chip mutual fund capital tax free?
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