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Stock Analysis, IPO, Mutual Funds, Bonds & More

Mutual fund investors having investments spread across different schemes, fund houses and advisers can be accessed on a common platform using the Mutual Fund Utility.

Short-term losses can be set-off against long-term gains as well as short-term gains from any capital asset.

Liquid funds can invest in debt and money market securities with maturity of upto 91 days only.

Dynamic bond funds are open-ended debt schemes investing across duration.

A mutual fund that offers equity, arbitrage and debt

Over the last three years, this category of funds has given a return of 7.05%.

Many parents want to build a corpus for their child before he turns an adult so that it could come handy for higher education.

SIPs do reduce the risk of market timing & allow investors to buy more units when their price falls.

There are several new fund offers open for subscription to investors after the regulator came out with norms on categorisation and rationalisation of mutual fund schemes.

If you are a investor in a scheme, you can just activate the SWP option in the scheme, whenever you feel the need for regular cash flows.

What does in-person verification mean?

Traditionally IPV was done physically where an employee of the intermediary would visit and verify but now it is done online via video conferencing.

Credit risk funds that invest in securities with lower ratings have the potential to give higher returns to investors as compared to traditional debt funds.

Systematic Investment Plan or SIP has become a buzzword in the investment world.

Rating downgrade results in losses for investors as there is a fall in the price of the debt instrument.

The NBFC crisis has brought liquid funds back in favour as they carry lower risk than corporate FDs.

Importance of side pocket in debt mutual funds

Side-pocketing helps stabilise the net asset value (NAV) and reduces redemptions in the scheme.

A credit rating indicates the likelihood of timely payment of interest and principal by the rated security and is a measure of credit risk or risk of default.

Investing in too many products, whether in stocks or MFs, shows the investor is not thinking hard enough.

As the stock markets touch new highs, investor must not go overboard on any asset class and stick to their suggested asset allocation.

Ultra conservative investors are asking whether there are any mutual fund schemes that are totally risk free.

Understanding the alpha and beta of mutual funds

Understanding alpha helps in understanding the soundness of one’s investments in a scheme.

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