The general answer is to not make new jerk reactions when a fund touches a low. Mid and small cap funds have given good returns… Read More »Should I stay invested in quality small and mid-cap shares even though they are reaching new lows every day?
HDFC Mid Cap fund has indeed under performed with a 5 Yr annualised growth of 5.98% whereas Axis midcap has given a better 5 Yr… Read More »Axis mid cap fund is performing better than HDFC mid cap opportunities fund why not switch over to axis mid cap fund?
Closed ended funds are taxed like any other mutual fund, depending on the asset class they belong to. Equity Close Ended Funds: Almost all close… Read More »How are closed end funds taxed?
Here is a good listing of the best mid cap funds in 2018 that are available to invest. When you are seeking best returns, remember the following:… Read More »What are the top mid-cap funds to invest in for 5 years with the best returns?
It is not unreasonable to expect a 15% return from mutual funds over a long term. The Indian economy is poised for significant growth ahead… Read More »Can a mutual fund give a 15% return for a period of 20 years?
Index funds are a good option to consider for investing. However given the current state of the index construction and the better performance of other… Read More »Should we buy a Nifty index fund, and which ones?
I quite like Sukanya Samriddhi Yojana as a product. It promotes long term investing, is tax free and has the highest interest rate among all… Read More »Which would be the better investment, Rs 15,000 PM to SIP or Sukanya Samriddhi Yojana?
This depends on your current life cycle stage and income tax slab. The options are: Invest in Equity Mutual Funds or Balanced Mutual Funds that… Read More »Under standard circumstances, how much do I need to invest and where to have a regular income of about 20,000 INR per month?
ELSS Funds help in saving tax and building wealth for the long run. The section 80C benefit can give savings upto Rs 46,350 depending on… Read More »What is the best ELSS fund for 2018?
You take the NAV of the starting date, and the latest NAV and then calculate the return. Returns = 100 * (NAV2/NAV1 – 1) If… Read More »How are the mutual fund SIP returns calculated after one year of investment?
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