Mutual Funds

Investors gain confidence; Equity-linked saving scheme, however, records an outflow of ₹290 crore

While investors can get up to 3.3% of the AUM as on April 23, 2020 as refund of fee charged, the inflow is not certain as of now

I am a 24-year-old finance professional who has just started working. As part of my financial planning, I would like to make a satellite portfolio or ...

The extent of hedged equity exposure varies across funds. Note the risk before you invest

Its ability to contain downside during volatile periods has been proven over the years

Low Duration Fund investors set to recoup 91 per cent of their investment; Ultra Short Bond Fund and the Low Duration Fund should be able to encash all their assets by April 2025

I invest ₹15,000 a month in Axis Bluechip, Axis Focused 25, Axis Midcap, Mirae Emerging Bluechip, Canara Robeco Flexicap and Kotak Flexicap; ₹10,000 a ...

Since 2000, Indian equities have shown a high probability of delivering strong positive returns when bond yields rise sharply

Partial withdrawal from NPS can be done to treat critical illnesses, including Covid-19

Performance versus comparable indices also throws up a mixed record

I have been a regular reader of The Hindu and BusinessLine for the last 20 years. I would like to invest in companies listed overseas, such as ...

The ELSS fund helps investors meet the twin goals of tax saving and long-term wealth creation

I am 70 years old and have sufficient investments so that I receive ₹60,000 per month by way of rent and interest on my SCSS and fixed deposits. Our ...

The fund-house wants to scale up presence in passive strategies

Alongside investing 65-80 per cent in equities, the fund buys lower-risk debt securities

There are some pluses, but the disadvantages outscore them

Long-term trend favours disruptive themes but investors must consider some risks too

For investors keen on Exchange Traded Funds, not all apps are helpful

The category enjoys beneficial tax treatment as it is considered as equity funds for taxation

Investing in a thematic fund suits only those with a high risk appetite

I am 38, married for three years. I am self -employed, a freelancer. My aggregate earnings stand at ₹1 lakh a month. I am an individual with moderate ...

SIP insurance comes with strings attached and one should understand them before signing up

USP of these new offerings is high concentration, hence it’s for investors with high risk appetite

STPs enable periodic money transfer between schemes of the same fund-house