Mutual Fund SIP: The Lok Sabha election result, where the Bharatiya Janata Party (BJP) got a slimmer majority, triggered a fresh correction in the market. On Tuesday, June 4, the day the counting took place, Sensex saw the sharpest drop in four years. During the intraday trading, the Nifty 50 declined sharply by nearly 1,900 points, … Read more
May 31, 2024, 07:49:06 PM IST 1/8 What is down capture ratio? This ratio is used to measure fund managers’ overall performance in down markets. A down capture ratio of less than 100 indicates that a fund has lost less than its benchmark in the time period when the latter has been in the red … Read more
Radhika Gupta, CEO of Edelweiss Asset Management, was seen offering some investment advice to Shark Tank India staff backstage in a recent video. Gupta suggested them to start investing in mutual funds through systematic investment plans (SIPs). While posting the 41-second-long video on X, Gupta wrote, “Can’t take the mutual fund CEO out of me, even … Read more
May 28, 2024, 08:21:34 PM IST Around 11 hybrid mutual funds offered over 15% return in the last five years, according to data by ACE MF. There are around 94 hybrid mutual funds that completed five years. iStock From the pack, 11 hybrid funds were from aggressive hybrid and balanced advantage fund categories. Out of … Read more
Dear Sir, I have recently started my investment journey. Please let me know if there are any must-haves in the portfolio. Swati Reply by Rajiv Bajaj, Chairman & MD, BajajCapital Five must-have schemes for every person who is planning to lead a disciplined and resilient life full of confidence are: 1. Mutual Fund SIPs (Systematic … Read more
In recent years, the cost of education has been rising at an alarming rate. While general inflation remains around 5-5.5%, educational expenses have surged to approximately 11-12%. Projections suggest that these costs could potentially double every six to seven years, imposing a substantial financial burden on families. Illustrating educational inflation, a private engineering college that … Read more
Can a monthly SIP of Rs 20,000 turn your investment into Rs 1 crore? Yes. ETMutualFunds did some data crunching and found that a small cap fund actually managed to do just that. Quant Small Cap Fund Quant Small Cap Fund turned the monthly investment of Rs 20,000 to Rs 1 crore in a 10-year … Read more
May 16, 2024, 07:08:12 PM IST Mutual funds buy and sell securities to actively manage their portfolios. Here is the list of top 10 largecap stocks sold by mutual funds in April, according to a report by ICICI Direct Research. ETMarkets.com 2/11 Jio Financial Services The fund houses had 2,661 lakh shares of Jio Financial … Read more
In the realm of investment planning, longevity is a virtue. The journey to financial security once you are near retirement often requires a careful balance of strategy, foresight, and adaptability. In a quest for clarity amidst the retirement planning maze, Gururaj, a 50-year-old investor brimming with aspirations, seeks to grow the portfolio so that he … Read more
How do you make sure you don’t get burnt in an unpredictable market? Investors seeking to tap into the growth potential of the market need to contend with uncertainty, price fluctuations and other risks. This is where portfolio diversification can play a crucial role. Portfolio diversification involves spreading investments across many assets. The goal is … Read more