Beta and R-Squared

Mutual Fund Beta and R-Squared For a given change in the market, what returns can you expect from a fund? Beta and R-squared answers this question How often have you tuned into a business channel or opened the pages of a pink paper to be told where the markets are headed? The word currently going …

Dynamic Equity Funds

  Although these funds contain market volatility better than others, they also give lower returns over time. Equity investors pour more money into the markets when they are going up and stay away during downturns, which can hurt returns. To protect investors from such behavioural bias, there is a category of mutual funds called …

INVESCO INDIA MID & SMALL CAP Fund

INVESCO INDIA MID & SMALL CAP Fund has a mandate to invest in mid and small-cap firms, and retains the flexibility to switch exposure depending on the prevailing risk return scenario. The fund manager adopts a pure bottom-up approach to portfolio construction, with a clear bias towards growth. The focus is on quality companies that …

Know your Debt Instruments

There are different kinds of debt instruments. Some are riskier than others. Here’s what you need to know Habitual investors may be familiar with conventional debt instruments – NCDs, commercial paper, G-secs, treasury bills and the like. Of these, Government of India bonds are obviously the safest, while all corporate instruments carry credit risks in …

Balance in your Investment Portfolio

Balanced Advantage Funds Volatility can’t be avoided, but choosing the right fund can ensure your investment is least affected. Volatility can’t be avoided, but choosing the right fund can ensure your investment is least affected. Asset allocation scheme that dynamically allocates between Equity and Debt instruments by means of quality stock selection and active portfolio …

L&T Emerging Business Fund

L&T Emerging Business FundOnline Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Tax Saver ELSS Funds. Save Tax Get Rich For further information contact SaveTaxGetRich on 94 8300 8300 OR You can write to us at Invest [at] SaveTaxGetRich [dot] Com OR Call …

ICICI Prudential Focused BlueChip Equity Fund

There is a considerable degree of uncertainty concerning the way Goods and Services Tax (GST) would impact earnings of corporate India. This has put most experts and analysts in wait and watch mode.Given this situation, for long-term retail investors, it makes sense to be with schemes that have a focus on large-sized companies, which are …

HDFC Short Term Opportunities Fund

HDFC Short Term Opportunities scheme seeks to generate regular income through investment in debt securities and money market instruments. With one- and three-year returns at 8.7 per cent and 9.1 per cent, respectively, the fund has almost matched its benchmark returns over three years and is ahead of its category by 14 basis points. HDFC …

CANARA ROBECO EQUITY DIVERSIFIED Fund

CANARA ROBECO EQUITY DIVERSIFIED Fund is a large-cap biased fund with a slight exposure to mid and small caps. It has been struggling to outperform peers in the past few years, but has shown signs of a turnaround this year. The fund manager tweaked the portfolio a year ago, cutting down the number of holdings …

Diversified Portfolio can Grow your Wealth

  It pays to take the mutual fund route to invest in equity. Your investments will be monitored by experts, allowing your wealth to multiply over time A common accusation many readers make about this column is that while it encour ages investing in equity, it does not carry specific recommendations about where to …

Show Buttons
Hide Buttons