Special Report

To SIP or not to SIP

The rise of variants of the old fashioned SIP indicates some questioning of its relative merit. The answer lies in psychology rather than maths

Mutual Fund InsightAfter a long period when equity markets have made no big eye-catching moves, many investors are questioning the utility of Systematic Investment Plans. Are their suspicions correct? Are SIPs no longer the best way of investing in mutual funds? In the July 2016 issue of Mutual Fund Insight, read the truth about the supposed demise of the SIP: SIPs R.I.P What next?.

But that's just the beginning. There's a lot more in this issue that will help you make generate better returns from your mutual fund investments:

  • First Page: Dhirendra Kumar explains that SIPs are about psychology, not maths.
  • Category Watch: Short term debt funds may not be exciting, but they play a crucial role in investing. An analysis of the category
  • Fund Analyst Choice: Five handpicked short-term debt funds that will help you bring balance to your investments
  • Top-Rated Funds: Funds that are rated five star by us
  • The Plan: Amit has an over-diversified portfolio of mutual funds. This will not only have serious bearing on his returns but will also make effective tracking of his portfolio impossible. Read how our analysts replanned his investments
  • Ask Value Research: Our team answers savings and investment queries from readers
  • Fund Radar: Read about small town fund investments, the turmoil in mutual fund's bond holdings, the wave of fund mergers, and how the new fund redemption norms will help investors
  • Fund Reporter: Quick digest of the month's most useful mutual fund news
  • Interview: M Suryanarayanan Fund Manager of DSP BlackRock Technology.com Fund explains that supernormal growth for Inian IT may have ended, but there's still a way forward
  • Getting Personal: Suresh Soni CEO of DHFL Pramerica Asset Manager
  • Portfolio Moves: An analysis of Motilal Oswal MOSt Focused Multicap
  • Quick Chat: Gautam Sinha Roy, Fund Manager, Motilal Oswal MOSt Focused Multicap
  • Direct Advice: Aarati Krishnan explains whether parking some part of your portfolio in US equity funds is a good idea
  • Value Research Online: Directly upload your fund, stock and NPS transactions to your Value Research portfolio, without having to enter the details manually
  • Scoreboard: India's most comprehensive mutual fund scorecard. Key performance numbers and investment details for each fund

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