Online Goal Calculator, again? Don’t we have enough already! What’s different? Questions, Questions and Questions! And that’s what the difference is about Big Questions – Unovest’s goal calculator. Well, for starters, this is 2021 edition. Read on. Am I on track for my retirement? When can I call it quits and start doing what I […]
A peek into the experts asset allocation in these markets
Everyone is worried about the way stock market indices are running up – from one high to another. Many are selling their investments. But what are the experts doing? When I say experts, I refer to the mutual fund schemes which have a stated strategy of lowering allocation to equity when the market valuations are […]
Parag Parikh Flexi Cap Fund – New name and other changes
If you are an investor in the Parag Parikh Long Term Equity Fund, you have received an email from the fund house stating a few changes. From the Mutual Fund regulations point of view, these are fundamental changes to the scheme. As unit holders, you need to be aware of such changes. Now, within a […]
Latest Updates: Franklin India Ultra Short Bond Fund Winding up
***Update as on August 10, 2022: The fund has now returned all the money to the investors and is closed. Update as on April 9, 2021: Yet another tranche of money amount to 28.42% of the value as of April 9, 2021 was transferred to the investors and an equivalent amounts of units were extinguished. […]
DSP Value Fund – Is this really new?
On Nov 20, 2020, DSP Mutual Fund is launching a new fund – DSP Value Fund. The fund aims to follow value investing principles and invest in domestic as well as international stocks. It also plans to take on valuation based calls and sit on cash/money market investments, if right opportunities are not available. As […]
A stark reminder from the stock market on Wealth Creation
“You didn’t know it then, you don’t know it now!” As simple a reminder as it can be. Earlier this year (2020), fear was at its peak with investors looking at a full scale recession, drop in business activity and hence a very long period of no growth (even negative) in stocks. This was around […]
