In an earlier post, we discussed about how much returns to expect from your mutual fund investments. In this post, we use an example of retirement planning and how returns expectation and your investment mix can impact your strategy. Chances are that you are not adequately prepared for retirement. Let’s use the numbers to know where do you stand […]
DSP BlackRock Micro cap scheme to stop taking new investments
DSP BlackRock Micro Cap scheme will temporarily stop taking new investments in any form from Feb 20, 2017. However, it will accept investments made till end of business hours on Feb 17, 2017, subject to current limits. As per an addendum to the Scheme Information Document issued by the fund house, “with effect from Feb 20, 2017 (‘effective date’), […]
Track all your mutual fund portfolio in one place with Unovest
How should I track mutual fund portfolio – across schemes and AMCs – in one place? This has been a common problem expressed by many investors. If you happen to have investments in just 4 mutual funds, that is, HDFC, Quantum, Sundaram and Franklin Templeton, you are going to have an interesting time tracking all these investments with […]
Can NRIs invest in Indian Mutual Funds? Yes and No!
Non Resident Indians (or NRIs) can invest in stocks in India including via mutual funds. The question is can an NRI invest in any Indian mutual fund or are there restrictions? Well, NRIs from most other countries (except US and Canada) can invest in almost any scheme of any mutual fund in India. There can be some restrictions specific […]
Should you book profits in your mutual funds?
When it comes to investing in the stock markets, one advice that is universally doled out is to book profits. Direct stocks – yes! Traders – definitely yes! But does it apply to mutual funds too? There is quite a difference in the two. With direct stocks, there can be multiple reasons for you to book profits. Let’s be clear […]
XIRR – How to evaluate your mutual fund portfolio performance?
Abhishek has been investing in mutual funds for many years now through SIPs as well as lumpsum. However, he is not sure how he should measure the return on his investments. His current statement tells him that in about 8 years, the total invested amount is 2.31 lacs and the current market value is 4.10 lacs. He wonders if […]
