What is a long-short strategy fund?
A fund manager goes long or takes a buy position in such stocks which have the potential to appreciate and goes short or sells stocks without having delivery in stocks that are expensive with the aim to make a profit.
Equity mutual funds are struggling to keep up with market: 8 schemes that have beaten the index
When the markets are rising, it is reasonable to expect actively managed equity funds to extract some extra juice for investors. However, this time most equity funds have struggled to keep pace with the indices.
Trading in stocks is injurious to your wealth: Here's a boring but better option
Equity investing is the act of buying the shares of publicly listed companies, so that one can benefit from the growth and profitability of the firm, which is reflected in its share prices. Equity investing cannot be equated with reckless trading.
MF portfolio doctor: Jaiswal needs to delay retirement by 5 years to achieve money goals
The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures.
EPF withdrawal: Step-by-step guide to withdraw money online
The funds from EPF account can be withdrawn for various purposes such as marriage, buying a house, repayment of housing loan etc. However, there are certain conditions that must be met to withdraw money. Here's everything you need to know about it.
PPF: 7 things you should know about Public Provident Fund
A PPF account matures in 15 years. After the account matures, you can either withdraw the entire balance and close the account or extend it for five years with or without making further contributions.
Stock pick of the week: Why Hindalco is emerging stronger
Hindalco is operating in a ‘continuous process industry’ so, its operations were not affected by the lockdown. However, its domestic demand came down which was managed by exporting more.
These 4 stocks with strong financials can be good long-term bets
Under this environment of fear and uncertainty, it is worth evaluating the financial performance of the companies in the March quarter of 2020. However, the actual effect of the national lockdown will be visible in the June quarter.
Investing lessons investors can learn from negativity
Equity investors don’t like to read about how not to lose money. They’re inherently optimists.
Time to bet on market leaders. Here are 6 such mid-cap stocks
Strong balance sheet is needed to survive in industries mauled by the pandemic. Several mid-cap companies sector leaders from relatively smaller industries—are still quoting at reasonable prices and therefore, offer good investment opportunities.
Virus threat to your savings, investments? Here is how to fix it
The Covid-19 pandemic has created a personal finance crisis for many individuals. The nationwide lockdown, pay cuts and job losses, have put many people under tremendous pressure.
I am 37 and can invest Rs 30,000 per month in mutual funds. Which index fund should I invest?
You can select an index fund which has a low expense ratio and low deviation from benchmark returns. HDFC Index Fund Sensex Plan and Motilal Oswal Nifty 500 are good index funds in the large-cap and multi-cap space.
I am a pensioner. How should I set up mutual funds SWP to get regular income for next 20 years?
Given that you are aiming for a 240-month SWP, each monthly instalment will only be a tiny fraction of the total value of your holdings and hence not really hostage to the current state of the market.
Should I redeem investments from underperforming mutual fund schemes once the market recovers?
Funds with value strategy have seen prolonged underperformance. Since you have a couple of them, these are likely pulling down your returns. Hold and stop fresh SIPs in them. Wait for a turnaround in this strategy and then reduce exposure.
Mirae Asset Emerging Bluechip Fund review: A mutual fund that outshone peers for years
While the market cap focus has shifted, the fund’s investment strategy remains the same, driven by proven stock-picking acumen of its long-serving fund manager. The fund continues to outshine peers, extending its stellar track record over the years.