Multi-asset allocation funds (MAAFs) have emerged as strong performers among mutual funds (MFs), rivalling medium-term returns from traditional equity categories while maintaining a lower risk profile. Over the past three years, average returns for this segment have surpassed those of flexicap and largecap funds, for both lump sum and systematic investment plan (SIP) investments.
Dwaipayan Bose explains what momentum investing is, how it works, why it generates higher returns and has higher wealth creation potential.
If you redeem your investments when prices have fallen sharply, you will be selling at low prices and may make a permanent loss. On the other hand, if you remain patient and remain invested, you give your investment the time to recover, says Dwaipayan Bose
Meet the game-changer in mutual fund investments, explains Anamika Pareek.
Your financial goals are of utmost importance and the tax saving is an added incentive, advises Dwaipayan Bose.
Follow these simple steps if you want to create a solid retirement corpus and retire young, says Anamika Pareek.
SIP top-ups are especially beneficial for young investors, who may start with a small SIP installment and grow it over their working careers, says Dwaipayan Bose.
The three year lock-in period enables ELSS fund managers to invest in high conviction stocks for a long period of time because of relatively less redemption pressure, says Dwaipayan Bose
Commodity investments can help you diversify your portfolio in asset classes other than equity and debt, says Dwaipayan Bose.
You can build your own retirement savings portfolio by investing in equity, hybrid and/or debt funds. Alternatively, you can also invest in retirement funds which provide asset allocation solutions for different investment needs and risk appetites, says Dwaipayan Bose
These are the top 8 out of 88 funds that the diversified equity fund category has to offer.
Should you expect 15 per cent return over a period of 20 years? Dwaipayan Bose has the answer
It is difficult to answer this question in yes or no. Here's Dwaipayan Bose's thorough analyses
Had you invested Rs 5,000 every month in SBI Magnum Multicap Fund through systematic investment plan (SIP) for the last 5 years, the value of your investment would be over Rs 5.2 lakh as on August 22, 2016