SIPs are simply meant to give you a regular savings vehicle to invest in. SIPs are not infallible, and can deliver negative returns. For example, a 5-year SIP in the Nifty 50 would have given a negative 8% IRR (internal rate of return) in the March 2020 lows. Had you held it for another 4 months, it would have bounced back to 6% IRR. That is the nature of the market. SIPs can’t skip it. … [Read more...] about Should you time Mutual Fund investments?
Mutual fund sip
“The flows into ELSS category were the highest during the month,” said Morningstar India associate director - manager research Himanshu Srivastava. “The reason could be twofold. With the date for making tax-saving investments extended due to COVID-19 pandemic and the ensuing disruptions, investors got more time on hand to plan their tax saving investments and are now investing. … [Read more...] about Equity Mutual Funds inflows tumble 95% in June on profit booking: AMFI
Name of the Fund Category RankMF Star Rating Recommendations Varun 1. Parag parikh long term DG 3k Equity - Multi Cap Fund 5 continue 2. Icici bank. Adv. DG 3k Hybrid - Balance Advantage 5 continue 3. Mirae emerging DG 2k Equity - Large & Mid Cap Fund 3 Switch to Canara Robeco Emerging Equities Regular -growth 4. Axis bluechip DG 2k Equity - Large Cap Fund 3 Switch to UTI MasterShare - Growth 5. DSP midcap DG 2.5k Equity - Mid cap Fund 4 continue 6. Lnt focus DG 1k (L&t Focused Equity Fund Regular Plan - Growth Equity - Focused Fund 3 switch to Axis Focused 25 Fund - Growth 7. Kotak std multicap DG 1k Equity - Multi Cap Fund 2 Switch to UTI Equity fund - Growth 1. Lnt triple ace bond DG (50k profit switched from lnt hybrid equity fund before lockdown) Debt - Corporate Bond Fund 3 Switch to ICICI PRUDENTIAL CORPORATE BOND FUND - GROWTH 2. Lnt Hybrid equity 1.1 lakh (invested through sip now stopped) Hybrid - Aggressive Hybrid Fund 5 continue 3. … [Read more...] about MFs you must buy, exit or hold
The webinars will cover a range of topics such as: What to make of current market valuations; Why SIPs are still the best way to invest in stock market; Preserving wealth in these difficult times; How to de-risk your portfolio; Asset allocation in a volatile market; How to be a contrarian investor; Is equity ideal for building long term wealth? … [Read more...] about Webinars to inform investors