The case of expensive mutual funds Not a long time ago, there were sellers out there who used to convince prospective investors to invest in a mutual fund NFO or a New Fund Offer by showcasing a low price or NAV of Rs. 10. The existing plans which had a much higher NAV of Rs. 20, Rs. 50 […]
Now calculate capital gains in mutual funds, easily
If you have recently sold a stock or a mutual fund investment, you need to report capital gains or loss as a part of your income tax returns. I am sure, like me, you too find the concept of capital gain or loss esoteric to understand. Yes? Well, not anymore. Here’s a quick primer on what is capital gain […]
Are your mutual fund investments on Unovest?
What’s new with Unovest? There’s more you can do now with your mutual fund investments and reach your financial goals, faster. Here’s why you should create your free account today. #1 Begin with the end in mind “Begin with the end in mind” said Stephen Covey, author of the bestseller 7 Habits of Highly Effective People. True […]
Liquid Funds – Make your cash work harder
“Where do you keep your cash?” “Means?’ “Is there money with you, maybe in your bank, which want to keep for short term and not invest or lock in anywhere?” “Oh yes! There is usually some money there which I need for emergencies. It could also be a need for an immediate future expenditure. “ […]
Fund Report: Sundaram Select Midcap
What’s the thing about midcaps? Ask any seasoned investor and he would agree that the potential available with midcaps (as they grow and turn themselves bigger) could be huge. However, midcap stocks can be very volatile. For those investors who would want the exposure to midcaps but not take the pain of looking at individual stocks, they […]
How to read a fund factsheet?
If you have ever read or heard a mutual fund advertisement in print or radio or TV, the final words are – “Please read the scheme information document carefully before investing.” In reality, very few actually do it. That does not take away the fact that the best way to understand a fund is to read various documents associated […]
