Value cost averaging helps your investments generate better returns as compared to a SIP method.
Get Ahead wealth management expert Sanjiv Mehta tells you how to create an ideal investment portfolio.
Investing in mutual funds regularly can give you great returns. It can even make you a millionaire.
Assets under management with the mutual fund industry jumped a whopping 41 per cent in fiscal 2021 to Rs 31.43 lakh crore, despite a minor 1 per cent decline in March, says a report. The 1 per cent decline in assets on monthly basis in March was because of net outflows from open-ended debt funds, even though open-ended equity funds for the first time in June 2020 recorded net inflows, according to the industry data collated by Crisil on Friday. Marc saw net outflows of Rs 29,745 crore, taking down the industry's asset base to Rs 31.43 lakh crore, down from the record high of Rs 31.64 lakh crore in February, registering a whopping 41 per cent growth in the fiscal 2021 over the previous fiscal, said Crisil, adding cumulative inflows equalled Rs 2.09 lakh crore.
SIPs need to be promoted by the investment agent/distributor community after explaining all the merits and demerits to the investor so as to enable him to take an informed decision.
Neha Kapoor, 22, wants to buy a laptop and save for the future. Financial planning expert Gaurav Mashruwala tells her how she can achieve both goals.
Outflows are likely to continue, experts say, till such time as the markets see a significant correction.
How much do you pay for your electricity bills? Let's assume an average of Rs 5,000 every month. What if you could cut it down by half? Over the life cycle of your building (50 years), the savings invested in a systematic investment plan at 12 per cent amounts to Rs 9.86 crore, if other factors remain constant. Not a bad investment.
Knowing these will save you from taking undue risks, losses and also create wealth in the long run, says Dwaipayan Bose.
On a daily basis, AMCs are required to disclose the Total Expense Ratio of all mutual fund schemes except infrastructure debt fund schemes on their respective websites.
Staggered pull-out will help investors if the market continues to rise.
Tax-saving equity-linked savings schemes saw month-on-month rise in inflows at Rs 1,166 crores.
Consider investing a portion of your assets in tax-saving funds to accumulate wealth over the long-term.
Wait for a few days before deciding to buy shares or MF schemes.
Understand the magic that SIP brings to the table for you as an investor, says Satyen Kothari. You can start by investing as little as Rs 500 per month.
Equity mutual funds witnessed an outflow of Rs 9,253 crore in January, making it the seventh consecutive monthly withdrawal, primarily due to profit booking and portfolio rebalancing amid markets touching new highs. The pace of outflows from equities has however slowed for the third month and Gautam Kalia, head - Investment Solutions, Sharekhan by BNP Paribas said that it will likely turn positive soon as investors get used to the new normal. In addition, investors pulled out Rs 33,409 crore from debt mutual funds last month after investing Rs 13,863 crore in December, data from the Association of Mutual Funds in India showed on Tuesday.
Investors continue to make losses on investments.
MFs have benefited from a shift to financial assets from physical assets like real estate and gold.
Market timing is not the only reason for you to plump for SIPs, there are other advantages.