Listen to this article Mutual fund schemes are designed to invest in the market for the benefit of unit-holders. But how can we truly gauge the performance of a scheme? A mutual fund benchmark is a standard index against which a mutual fund’s performance is measured. It reflects the performance of a relevant market segment […]
Mutual Funds
Achieve Your Financial Goals: The Role of Mutual Funds in Long-Term Investing
Listen to this article Investing is a significant responsibility that demands continuous attention and informed decision-making. But with so many options available, how do you choose where to put your hard-earned money? Should you invest in government-backed schemes, fixed deposits, company debentures, stocks, real estate, or perhaps precious metals like gold and silver? You could […]
Mastering Mutual Fund Investments: A Comprehensive Guide to Building a Core and Satellite Portfolio
Listen to this article We’ve often compared mutual funds to a supermarket—a place where you can find almost every financial product under one roof. Whether you’re looking for ultra-short-term options, liquid funds, or money market funds, mutual funds have something to offer. For short-term needs, there are debt mutual funds, while hybrid mutual fund schemes […]
Understanding Risks in Debt Mutual Funds: A Simplified Guide for New Investors
Listen to this article Debt mutual funds might seem riskier compared to fixed deposits (FDs), don’t they? It’s true—they come with risks like credit risk, interest rate risk, and liquidity risk. For new investors, these financial jargons can be confusing and daunting. But let’s simplify this by telling a straightforward debt story that you can […]
NPS vs Mutual Funds: Which is a Better Investment Plan?
Listen to this article India is facing a looming retirement crisis. Did you know that 51% of Indians lack a retirement plan, according to a Nielsen survey for PGIM Mutual Fund? Even those who do plan often rely on bank FDs or life insurance investment plans, which usually fall short of covering post-retirement needs. So, […]
How Many Mutual Funds Do I Need? Beginner’s Guide to Portfolio Construction
Listen to this article Table of Contents: Introduction Why do we look for new Funds? How many funds do beginners need? How many funds do Seasoned investors need? Why do you need more investing Styles/Themes? What can you do as an investor here? Why is having too many funds in your portfolio a problem? Conclusion […]
