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 […]
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 […]
Direct Plans of Mutual Funds – all that you want to know
Investing in direct plans of mutual funds are suddenly a hot topic of discussion. Every mutual fund investor wants to know what direct plans mean and how they invest in these direct plans of mutual funds. This post attempts to bring out the frequently asked questions and possible answers on these plans. Be ready to get more informed. What is the […]
Expense ratio – How to select mutual funds
The favourite question of most investors is “how to select mutual funds”. We inverted the question to “how NOT to select a mutual fund“. In this post, we looked at factors like star ratings, past performance or brand names and the over importance they are given in fund selection. These factors, at best, can be used as a starting point […]
Common Account Number for Mutual Funds – You CAN do it!
Life without a Common Account Number Rohit wrote to me recently asking for advice on his mutual fund portfolio. He shared with me an excel sheet that he used to track his investments. It had the names of the funds, the folio numbers, in whose name the holding was, the broker who had facilitated the transaction, amount invested and units. […]
