Category Archives: Mutual Funds

Selecting the Right Mutual Fund Scheme

Posted on November 13, 2011 by admin

If you are open to taking a significant amount of risk for capital appreciation, equity and equity related mutual funds are your best bet. That means if you are investing in equity MF’s through the systematic investment plan (SIP) route … Continue reading →

Posted in ETF, Index Funds, India, Investing, Mutual Funds | Leave a comment

Mutual Fund News and Updates

Posted on October 10, 2011 by admin

Here are a few links and updates on mutual funds in India: 1. Mutual Fund page 2. Transaction charges on investing in Mutual Funds 3. Mutual Fund SIP: Long or Short Term Stay tuned for more!

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Join RupeeCamp: A Personal Finance School

Posted on March 15, 2011 by admin

I am happy to announce the first RupeeCamp for your consideration. RupeeCamp is possibly India’s first structured program for both learning and implementation of your financial decisions. It is a unique initiative and readers have called it an innovative product. … Continue reading →

Posted in Asset Allocation, Budgeting, ETF, India, Insurance, Investing, Mutual Funds, Personal Finance, Planning, Stocks, Tax | Leave a comment

Mutual Fund Updates June 2010

Posted on July 16, 2010 by admin

(Source: Business Standard, July 16) Retail investors move to debt funds, equity folios slip by 150,000. There is some good news for the mutual fund industry. Despite the sharp drop in average assets under management (AAUM), the number of folios … Continue reading →

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The Best of Passive & Active Asset Managemnet

Posted on July 13, 2010 by admin

The unique concept of having both active and passive features may help investors to earn higher returns for the same risk. Exchange Traded Funds (ETF) in India have not taken off in a big way as many actively managed funds … Continue reading →

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Fee Structure of The Mutual Funds in India

Posted on July 13, 2010 by admin

The regulation of the fee structure underwent several tweaks and experiments even before Sebi did away with entry loads completely in 2009. Before 2006, for instance,both open-ended and closed-ended funds (strictly speaking limited liquidity funds, since their subscribers can get … Continue reading →

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Exit Loads Aren’t That Bad!

Posted on July 12, 2010 by admin

If the exit load will apply to periods that are much shorter than your planned investment, then it actually makes your money safer. Says Dhirendra Kumar at FC Yes, it make sense. For example, if you have an investment time … Continue reading →

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Retail Investors Looking at Mutual Funds?

Posted on July 7, 2009 by admin

The economic survey has called for increasing the participation of retail investors in the mutual fund industry while stating that there is scope for expansion of the industry from the present levels. The report has pointed out that in 2007-08 … Continue reading →

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Index Funds Outperform Fund Managers Again

Posted on June 26, 2009 by admin

THE long-standing claim by fund managers that actively-managed equity schemes tend to outperform index funds over a longer period, may no longer hold water. The performance data of these schemes over the past three years show that index schemes have … Continue reading →

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No Entry Loads for Mutual Funds, What about Insurance?

Posted on June 26, 2009 by admin

After the capital market regulator’s decision to abolish entry load for mutual fund schemes, it’s now time for the insurance regulator to usher in reforms, says Monika Halan. There shall be no entry load for the schemes, existing or new, … Continue reading →

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