What Are Factor Funds? Should Senior Citizens Invest In Them?
Factor funds invest only in a few select stocks of an index based on their predefined criteria. Hence, they are neither purely active nor purely passive, but are they suitable for seniors?
Sebi Study Reveals 54% Of IPO Shares Sold Within A Week Of Listing; Know Other Facts About Investor Behaviour
Amidst the recent frenzy regarding Small and Medium Enterprises (SMEs) and mainboard IPOs, let’s look at investor behaviour after listing IPO shares.
NFO Alert: Franklin Templeton Launches Franklin India Medium To Long Duration Fund
Franklin India Medium to Long Duration Fund aims to create returns through a diversified mix of sovereign and high-quality corporate bonds.
UTI AMC Launches 2 Index Funds: UTI Nifty200 Quality 30 And Private Bank Index Fund: Know Key Features
UTI Mutual Fund expands its investment options with UTI Nifty200 Quality 30 and Private Bank Index Funds.
ASK Wealth Advisors Launches Fund For NRI Investors To Tap Into Indian Capital Markets
ASK Private Wealth launched the ASK Wealth Advisors India Opportunities Fund, which allows NRIs to invest in Indian capital markets.
Are Bank Deposits Taking A Hit Due To Shift Towards Market-Oriented Products?
The compound annual growth rate (CAGR) of MFs has doubled that of bank deposits (BD) at 20.5 per cent in the past 10 years, whereas for BD, it was 10.3 per cent, BoB data shows.
How Long Should You Hold Your SIP In Mutual Funds?
Historical data shows that investments in an equity mutual fund via a SIP plan can give positive returns after seven years and even higher returns when held for a more extended period.
What Is A Systematic Investment Plan (SIP) And How To Invest In It?
A Systematic Investment Plan or SIP lets you invest in a mutual fund scheme at monthly or quarterly intervals while allowing you to compound your investments in the market.
NRIs Must Update Residency Status, Bank Account Details In Their Existing Indian MFs On Returning Home: Expert
When they return to India, it is mandatory for non-resident Indians (NRIs) to change their residency status and NRE/NRO account to a resident bank account in existing mutual funds.
Transmission Of MF Units In Event Of Death, Here’s Why Updating Nominee Details Is Important
Updating nominee details in mutual funds along with a Will or succession planning can help the nominee or successor get easy access to the investments in the event of death of the investor
How Useful Are Flexi-Cap Mutual Funds In Retirement Planning?
Flexi-cap mutual funds can invest at least 65 per cent in equity and balance in other asset classes. Are these funds useful for retirees? Read on.
Stick To Low-Duration Funds Post-Retirement; Use 100% Equity MF For Goals Over 10 Years Away, Says Expert
Senior citizens can open a new savings bank account for online investments in mutual funds and other assets to minimise the risk of fraud and should opt for ultra-short-term funds post-retirement.
Investing Entire NPS Proceeds In Annuities Not A Good Idea; Use Equity MFs To Grow Wealth: Expert
Using the entire NPS proceed towards buying an annuity plan is not recommended as annuities are fully taxable, the rates are low, and payments are fixed. Instead, divide it suitably into annuity, debt, and equity.
