Understanding Risk-Adjusted Performance in Mutual Funds. When people bring up mutual funds investment in India, they usually talk only about returns. High returns bring in investors like moths to a flame, even if they are full of risks, especially new investors. But returns alone are not enough to build a safe financial wealth. Because if … Read more
When setting up your mutual funds investment in India, you probably focus on returns in the past, fund ratings, or high-profile fund managers. But one factor silently eats into your wealth year after year, which is the expense ratio. How does the expense ratio affect long-term mutual fund returns Over the long run, avoiding it … Read more
Mutual funds are one of the most trending investment choices these days. But many investors lose a portion of their returns because of exit loads and hidden charges. If you are thinking of planning a mutual funds investment in India, then it’s crucial to know How to Avoid Exit Loads and Hidden Fees in Mutual … Read more
Mutual Fund SIP Holiday Should You Pause or Continue in a Crisis? Whenever there are ups and downs in the market or your finances take a hit, the idea of pausing your SIP (Systematic Investment Plan) might look like a smart choice. But is opting for Mutual Fund SIP Holiday in India really a good … Read more
How to Use SWP Systematic Withdrawal Plan for Regular Income. Mapping out your income and expenses is important, especially if you are a retiree or searching for a steady income source from your investments. One smart way many investors manage this is with the help of a Systematic Withdrawal Plan (SWP) in mutual funds for … Read more
Should You Invest During a Recession in Mutual Funds? When the stock market drops sharply and news headlines point to a recession, then most investors panic. But stopping your mutual fund investment in India during a recession shouldn’t be the right move to make. Because if we look back at history, recessions are a normal … Read more
At the beginning of your mutual funds investment in India, you frequently hear terms like ‘benchmark’ or ‘index’. But what do they really mean in your wealth building journey? Understanding Mutual Fund Benchmarks Why They Matter are so crucial and how they can be helpful to you with better investment decisions. Understanding Mutual Fund Benchmarks Why … Read more
How to Identify Red Flags in Mutual Fund Scheme Documents. Investors nowadays have more options than ever before when we talk about mutual fund investment in India. But having multiple choices means more responsibility and keeping an eye on reading the scheme documents carefully is one of the smartest decisions you can make. These scheme … Read more
In today’s market climate, mutual funds investment in India is becoming a trusted way to build your wealth over time. With dynamic investment choices and with the help of professional management, mutual funds are accessible to both those who are just starting their investment journey and also for experienced investors. While the basics are simple … Read more
How Direct Mutual Funds Save You Money Over Regular Plans. While planning a mutual funds investment in India, one smart option to save more money is by opting for direct mutual funds over regular plans. Nowadays, many investors don’t realise how much money they can save by reducing the intermediaries. Let’s break down how it … Read more