You must change the following: Get rid of regular plans in your mutual fund portfolio. Switch to direct plans to earn more in the long run. Weed… Read More »What should I change in the current mutual fund portfolio?
Ideally the difference should be nil; however this depends on the extent of commissions that are front loaded into the respective schemes. Close ended funds… Read More »What would be the difference in returns if I opted for a mutual fund without close end against the same policy with 3 years lock in period (elss)?
The expense ratio goes to paying the fund manager costs, marketing, overheads and the distributor if there is one. If you keep it low, your… Read More »How do I explain the deductions happening because of expense ratio each year when investing for the long term in index fund or top rated mutual of that category?
The best mutual fund for long term is one that is likely to last and provide above average returns consistently. The top 5 things you… Read More »Which type of mutual funds are best for 25 years?
Three ways to do this as mentioned in this answer. Index funds are a low cost and ‘passive’ way to invest in the entire basket… Read More »How do I invest in the NIFTY Index direct growth fund as an SIP?
Yes one would like to earn maximum possible returns. However investing in only one type of fund class may not get you there. If you… Read More »Can my portfolio consist of 100% small cap mutual funds if I want to invest for a minimum of 25 years? Is there any chance of getting lesser returns than if I had included large cap funds in my portfolio even after a minimum of 25 years period?
Between 2010 and 2015, the small cap index has given near zero returns. So be careful what you wish for, and what you invest in.… Read More »What is your advice for a person who decides to invest in a small cap mutual fund for the next 15 years?
Imagine you’re planning to prepare a traditional thali meal. You need to balance your dishes, ensuring you have a mix of different flavours, but nothing… Read More »If I have 2 crore rupees, where should I invest them to get a stable monthly income without any risks?
Switching to direct plans will not make your broker happy but will increase your wealth by upto 40% over time. When you switch it is… Read More »How can l switch my regular plans to direct plans without incurring any charges till I redeem them?
A young person has the biggest resource on his or her side. That is time! If you see the pic below, it is clear that… Read More »What non-monetary investments one can do from his adolescence to young age to reap maximum or long term benefits?
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