Say goodbye to your multi-cap fund First PageBy Dhirendra Kumar 17-Sep-2020 Given the nature of India's small-cap market, SEBI's new ruling on multi-cap funds will mean that these funds cannot continue in their current shape
Will equity funds still give good returns over the next 10 years? Ask Value Research 25-Sep-2020 Equity funds will do well in the long term, provided that you have a plan, learn from your mistakes and don't repeat them, advises Dhirendra Kumar
Multi-cap funds: unintended consequences First PageBy Dhirendra Kumar 23-Sep-2020 Investors who depend on multi-cap funds can now hope for some further adjustment in the regulations that will give them an option
How to crash-proof your investments FundwireBy Omkar Vasudev Bhat 24-Sep-2020 The crash in March highlighted the need for a systematic withdrawal plan. We assess how effective this option is
The first step First PageBy Dhirendra Kumar 21-Sep-2020 Among knowledgeable investors, it's now conventional wisdom that no one needs a mutual fund advisor. Is this true?
What should be the asset allocation in the current situation? Ask Value Research 23-Sep-2020 Asset allocation should be done based on your experience in equity investing and the phase of your life instead of the market situation, suggests Dhirendra Kumar
My returns from Nippon Pharma are at 65 per cent. Should I exit? Ask Value Research 24-Sep-2020 Your decision about when to buy or exit an investment should be guided by your asset allocation plan instead of the market outlook, advises Dhirendra Kumar
Funds for the balance First PageBy Dhirendra Kumar 25-Sep-2020 Few savers need any tool beyond hybrid funds to maintain the asset allocation they need
Don't succumb to the charm of New Fund Offers Learning 18-Sep-2020 NFOs may seem like a good investment option, but here is why you should go with an existing fund instead
Given SEBI's notice, what can a multi-cap investor do? Ask Value Research 25-Sep-2020 As of now, do nothing as AMCs are still figuring out what to do next. Keep visiting VRO for updates, as we will keep following fund companies' move with regard to their multi caps, informs Dhirendra Kumar
Charm of early retirement The Plan 24-Sep-2020 Aditya wants to retire at 50 but given his financial position and goals, he will need to work for four to five years more
A beginner's guide to mutual funds LearningBy Research Desk 17-Sep-2020 Here's everything a first time mutual fund investor needs to know and do
'The focus is on secular growth businesses rather than cyclicals' Interview 22-Sep-2020 Ajay Tyagi, Fund Manager, UTI Equity Fund discusses the AMC's bottom-up stock-picking approach, sectors to avoid, and the outlook for mid and small caps
With the market soaring, should I pay STCG and book profits? Ask Value Research 18-Sep-2020 Here's some advice from Dhirendra Kumar to investors tempted to book profit in the current market
On a high FundwireBy Sneha Suri 23-Sep-2020 Short-duration funds are increasing allocation to longer-duration bonds. While that's jacking up their returns, beware of the duration risk they are assuming
What are some resources I can access as I start investing? Ask Value Research 22-Sep-2020 Don't worry about jargon or about understanding everything at first, but be sure to start investing early, advises Dhirendra Kumar
SIPs and the temptation to time the market SIP Sahi HaiBy Research Desk 21-Sep-2020 People who invest in Mutual Funds via SIPs are often guilty of trying to time the market, and this is a problem
ELSS for senior citizens Learning 22-Sep-2020 Tax-saving mutual funds are not only for young, working people, but they also have a place on the portfolios of retirees and senior citizens
Choosing the right tax structure Tax Saving AlternativesBy Aakar Rastogi 14-Sep-2020 For investors who are still undecided on which tax structure to go with in FY 2020-21, here's some help
How to choose a mutual fund LearningBy Research Desk 13-Jul-2020 Mutual funds are meant to simplify the tasking of investing, but choosing the right one can itself intimidate many. Here's a primer to help you
Starting early to save and invest LearningBy Research Desk 25-Sep-2020 Many wait too long to start investing, and yet no strategy can quite beat the returns to be had from an early head start
What to look for in a fund offer document LearningBy Research Desk 21-Sep-2020 Mutual fund investors may not have the time to do their own research, but they should read through the offer document for important information
Should I exit Motilal Oswal Multicap 35 Fund? Ask Value Research 14-Sep-2020 Although its recent performance hasn't been great, its focus and quality are still very much in place, opines Dhirendra Kumar
Should I get out of gilt funds? Ask Value Research 17-Sep-2020 These funds are meant for very sophisticated investors who are willing to bet a little bit, says Dhirendra Kumar
Real value and real growth First PageBy Dhirendra Kumar 16-Sep-2020 Real value should lead to growth and real growth should lead to an accretion of value
Securing your retirement income The Plan 10-Sep-2020 Setting up a predictable post-retirement income stream is no cakewalk. We give you a roadmap
Why SIPs score over lump sum investments Big QuestionsBy Research Desk 28-Aug-2019 Here's how SIPs solve the two main problems that usually prevent investors from earning good returns from equity funds
Random patterns and equity investing First PageBy Dhirendra Kumar 14-Sep-2020 What does the training of air force flight instructors have to do with your equity investing habits?
Why invest in mutual funds and not directly in stocks LearningBy Research Desk 11-Sep-2020 There are several benefits of investing through mutual funds instead of directly in stocks
What the expense ratio of a fund tells you LearningBy Research Desk 22-Jun-2020 To manage your money, a mutual fund charges you a fee. But how much can they charge you and how much is acceptable?
