mutual funds
What are focused mutual funds, why should you add them to portfolio?
Focused funds are mutual funds that hold a small number of stocks, at most 30, with at least 65% of the money in equity and equity-related instruments.
mutual funds
Focused funds are mutual funds that hold a small number of stocks, at most 30, with at least 65% of the money in equity and equity-related instruments.
mutual funds
FIFO stands for "first in, first out." It means the mutual fund units you bought first are treated as the ones you sell first. Capital gains tax is worked out on that basis.
mutual funds
Financial advisors rarely tell investors to pause their SIPs, but there are a few situations where it makes sense.
mutual funds
A systematic transfer plan (STP) allows investors to temporarily park their money in one mutual fund before gradually transferring it to another.
mutual funds
Both equity-linked savings schemes (ELSS) and index mutual funds can help investors build long-term wealth through exposure to equities. However, the two investment options differ in their investment approach, tax benefits and suitability for different types of investors.
mutual funds
Mutual funds will now be permitted to offer both value and contra mutual funds as long as the scheme portfolio overlap between the two schemes is not more than 50%.