The Mutual Fund Factsheet houses crucial details about the scheme, encompassing its objectives, portfolio, risks, returns, & more. In this blog, we delve into the key indicators in the MF Factsheet that shed insights into debt and related mutual fund schemes. The Mutual Fund Factsheet includes quantitative parameters that provide statistical insights into a mutual […]
Tax Loss Harvesting is a strategic approach to set off capital gains earned on stocks & equity mutual funds with capital losses. This ultimately reduces your tax outgo! The strategy involves selling investments with unrealised losses to offset capital gains realised during the financial year. Let’s see the math behind Tax Loss Harvesting! Assume Rahul […]
Ever wondered how Debt Funds function? What exactly are Short Duration Funds or Dynamic Funds? In this blog, we’ll delve into Debt Mutual Funds, their different types and how they serve as an alternative to traditional fixed deposits.
Goal-based investing involves aligning your investment strategy with predefined goals, such as tax saving, children’s education or retirement planning. In this blog, we delve into how mutual funds can help you achieve your financial goals. What are Goal-based Mutual Funds? Some mutual fund schemes are designed to meet specific financial goals like tax saving, children’s […]
Portfolio Management Services (PMS) are emerging as a distinguished avenue for high-networth individuals (HNIs) looking for customised investment solutions. In this blog, we delve into PMS, their investment philosophy, and things to keep in mind while investing in PMS products. What are Portfolio Management Services? PMS are professional investment advisory services, with a minimum ticket […]
Different types of mutual funds offer an array of investment opportunities catering to diverse financial goals and risk appetites. In this blog, we delve into what are Sectoral Funds and the advantages & risks of investing in them. What are Sectoral/ Thematic Funds? They are a type of equity mutual funds that focus on companies […]
The Indian investment landscape brings forth opportunities for various investor categories with diverse risk appetites & financial goals. Here’s a blog that delves into alternative investment avenues for High-Net-Worth Individuals (HNIs). Portfolio Management Services (PMS) PMS offer tailored professional services to manage portfolios aimed to achieve specific investment goals. SEBI-registered portfolio managers can offer the […]
In the ever-evolving financial landscape, New Fund Offerings (NFOs) bring forth new investment opportunities. In this blog, we delve into why Asset Management Companies (AMCs) introduce new funds & the difference between new & existing mutual fund schemes. What are New Fund Offerings & their different types? NFOs are new mutual fund schemes launched by […]
The Mutual Fund Factsheet houses crucial details about the scheme, encompassing its objectives, portfolio, risks, returns, & more. In this blog, we delve into the key indicators in the MF Factsheet that shed insights on equity and related MF schemes. The Mutual Fund Factsheet includes quantitative parameters that provide statistical insights into a mutual fund’s […]
Mutual Funds (MFs) help unlock the potential for diverse asset exposure, like Equity. But, amidst 100s of Equity schemes, how do you make investment decisions? In this blog, we delve into the nuances of equity mutual funds, like the various types and suitability for different investor risk profiles. What are Equity Mutual Funds? These funds […]
