SIP involves investing a fixed amount periodically, making it an accessible and disciplined way to build long term wealth. Its popularity stems from its ability to create wealth over long investment h...
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How debt funds can be suitable for investors at various investment stages
Investors often think equity, when it comes to mutual funds. While equity is highly suitable for beating inflation in the long term and wealth creation, fixed income is a very important part of asset ...
Leveraging the PSU rally to sustain capex growth
Indian equities are one of the brighter corners of sunshine in the global markets. The Nifty 50 has surged by 29%, the Nifty Midcap 100 by 60%, and the Nifty Smallcap by 70% over FY23-24. The standout...
Continued benefits of debt funds and its role in building a strong investment portfolio
On 24th March 2023, the Finance Minister proposed an amendment to the Finance Bill 2023, whereby she proposed that the long term capital gains tax benefit for non equity schemes be removed. As per the...
How SWP and STP Taxation works
Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual fund facilities which offer solutions to different investment needs. SWP provides fixed cash-flows to investors. STP enab...
Should you invest in ELSS: Old versus New Tax Regime
There has been lot of debate in digital and social media about the pros and cons of old versus new tax regime after the proposed changes in direct taxes in 2023 Budget. Many people are arguing that be...
Why ELSS works not just for tax saving but also wealth creation
As we approach the end of FY 2022-23 / AY 2023-24, you should ensure that you complete the tax planning for this year by 31<sup>st</sup> March 2023 for availing the tax benefits available under variou...
Diversifying across multiple asset classes can balance risk and returns better
Asset allocation refers to diversification of your investments in more than one asset class. Asset allocation for most investors means diversifying into equity and fixed income or debt. In our blog po...
Should you invest in Value Funds
Many mutual fund investors may be familiar the term “Value Investing”. This term is often associated with the famous investor, Warren Buffet. However, the term value investing is not understood very w...
Why invest in Balanced Advantage Funds in these market conditions
Balanced advantage funds, also known as dynamic asset allocation funds, are a type of hybrid mutual funds which invests in debt, equity and arbitrage strategies. The asset allocation of these funds is...
Why invest in Target Maturity Funds
Target maturity funds are open ended passive debt mutual fund schemes, which track an underlying bond index and have defined maturity dates. You will get the principal along with accrued interest on m...
Risk Indicators in Mutual Funds
Mutual funds are market linked investments. The prices of the underlying securities e.g. stocks, bonds etc of a mutual fund scheme can go up or down depending on market movement. The Net Asset Value (...