Nomination is the process of appointing a person to take care of a mutual fund investor's assets in the event of death.
Many wealth advisors believe that investors could go for a staggered investment in small cap mutual funds.
Investors can choose between the dividend option or growth option.
Many advisors are recommending multi cap funds in the current environment to investors.
Financial planners point out that equities are a volatile asset class and keep moving up and down.
It is a type of mutual fund investing in more than one asset class, usually in a combination of equity and debt.
One of the key factors which investors look at while comparing mutual fund scheme is the management cost charged by the fund house.
Experts say large and mid cap mutual funds have carved a niche for themselves in portfolios.
Liquidity risk means that it is difficult to sell an investment when desired, or it has to be sold below its fair value.
If an emergency arises, one would have to take a loan or borrow from family or friends. This is not a situation which many of us would like to get into.
There is a sense of panic among investors using the SIP route to invest in equity mutual funds on seeing returns turning negative.
Ultra short-duration schemes are debt mutual fund schemes which invest in fixed-income instruments of maturities up to six months.
Many debt mutual fund investors wanted to shift from liquid funds to overnight funds after a series of downgrades hit liquid funds.
It is important that you can access the mutual fund advisor when there is a need.
Short-term losses can be set-off against long-term gains as well as short-term gains from any capital asset.
CAN is allotted as a unique reference number for a combination of investors, mode and order of holding.
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.
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.
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