Investors who decide to enter medium to long-duration funds should be cognisant of the risk.
Invest only if you wish to go overweight on the sector.
The SIP route suits the salaried class, by matching their income flows with investment frequency.
Avoid investing in a new ELSS scheme each year. Stick to one well-chosen scheme to avoid clutter in your portfolio.
Only investors who understand the significance of ESG investing should enter these funds for the long term, advises Sarbajeet K Sen.
Consumption is among the most diversified and sought-after themes in Indian equities. Over the past five years, consumption theme funds have given an annualised category average return of 15.17 per cent, according to the data from Value Research. But this theme has been affected by the Covid-19 pandemic, which impacted jobs and livelihood.
Despite the current bout of volatility, debt-oriented hybrid funds remain well suited for risk-averse investors.
Stocks offering attractive dividends contain downside better when the markets correct, advises Sarbajeet K Sen.
Investors need to get the timing of entry and exit right to make money in thematic and sector funds, suggests Sarbajeet K Sen.
If you invest for the shorter-term now, you will be able to roll over to higher rates when the interest-rate cycle turns, advises Sarbajeet K Sen.
It is advisable to avoid a fund until it develops a track record.