mutual funds

Kailash Kulkarni, Chief Executive Officer, L&T Mutual Fund talks to Hubbis about India's regulatory environment, the firm's plans for the future, and how a small ... Kulkarni, who is Vice Chairman of the Association of Mutual Funds of India (AMFI) and has previously headed its Financial Literacy Committee, ...

I am investing around Rs 40,000 monthly in the schemes mentioned below through SIPs: 1. Aditya Birla Sun Life Tax Relief 96 + Axis Long Term Equity Fund: 42 per cent 2. Franklin India Smaller Companies Fund + Reliance Small Cap Fund: 19 per cent 3. Aditya Birla Sun Life Advantage Fund + Equity ...

Choosing between the stock market and mutual funds will solely depend on your investment phase. Most investors begin with mutual funds since they ... your investments, then mutual funds are perfect for you. You can invest in a mutual fund and just remember it from time to time to review your results.

Informed investors are buying units of closed-end equity mutual fund schemes, traded on stock exchange platforms, which are available at a discount of 8-10 per cent to their net asset value (NAV). The discount adds to the probable profits that investors get once the scheme's tenure ends and the money is ...

The decision to invest in mutual funds or individual stocks depends on the size of your portfolio, investment knowledge, level of involvement, risk tolerance and tax situation. ... Mutual funds enable investors to gain broad diversification by pooling your money with a large number of other investors.

Morningstar's Annual U.S. Fund Fee Study found the asset-weighted average expense ratio across U.S. open-end mutual funds and exchange-traded funds (ETFs) was 0.52% in 2017, an 8% decline from 2016. This 8% year-over-year decline is the largest recorded since Morningstar began tracking ...

Mutual fund and ETF investors on average paid lower fees in 2017 than ever before and saved around $4 billion in fund expenses compared to the previous year, according to a study of U.S. funds published by Morningstar. Investors paid an average 0.52% expense to own mutual funds and ...

Advisors also say that investors can use the exit window offered by mutual funds if the new characteristics of the scheme is not in line with their investment objective. Mutual funds typically offer an exit window when they make changes to the fundamental attributes of a scheme. Investors need not pay any ...

The “race to zero” is saving investors a ton of money. Fees for mutual funds and exchange-traded funds have been falling for years, but the decline accelerated in historic fashion in 2017, as investors ramped up their rotation into the kind of broad-market products that charge rock-bottom fees. According to ...

This is the most commonly seen mutual-fund strategy. How does it work? Basically, if your portfolio does not boast a plan or structure, then it is likely that you are employing a wing-it strategy. If you are adding money to your portfolio today, how do you decide what to invest in? Are you someone who ...

Thrivent Mutual Funds Named Best Overall Small Fund Family for 3rd Straight Year at 2018 Thomson Reuters Lipper Fund Awards ... Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, ...

Previously known as TIAA-CREF, Teachers Insurance and Annuity Association of America Fund (TIAA) was founded by Andrew Carnegie in 1918. TIAA had $1 trillion in assets under management as of Dec 31, 2017. A major portion of its assets is allocated to stocks and fixed income securities. TIAA Global ...

ICICI Prudential Mutual Fund today launched ICICI Prudential Bharat Consumption Fund- Series 1, a ~3.5 year close-ended equity scheme, a press release from the fund house stated. Subscription to the scheme will remain open until April 5. The scheme aims to provide capital appreciation by investing in ...

My stock advisory newsletter, The Liberty Portfolio, looks at ETFs but also purchases some of the best mutual funds in the entire fund universe. Twenty-three years of ... I don't think I've ever run a mutual fund screen in which the Vanguard Health Care Fund (MUTF:VGHCX) did not appear. It is simply one of ...

I am new to mutual funds and I have no idea about where to invest but I plan to invest for five years. Where should I invest? ... A mutual fund is an investment vehicle that pools money from investors for the purpose of investing in securities such as stocks, bonds etc. Broadly there three categories of funds ...

Mutual funds are better options while foraying into an industry as these reduce risks by holding a diversified portfolio. ... Want key mutual fund info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week.

Tata Mutual Fund will now classify Tata Retirement Savings Fund as an open-ended Retirement Solution Oriented Fund, with a lock-in period of five years or till retirement age, whichever is earlier, with immediate effect, the fund house said in a newspaper notice. The scheme offers three plans - progressive ...

Although hedge funds are best known for their use of such fees, mutual funds may also install them--with the catch that, unlike with hedge funds, mutual fund performance fees must be symmetrical. Fund companies cannot reward themselves for good deeds unless they also punish themselves for bad ones.

To ensure that all schemes launched by mutual funds are distinct in terms of asset allocation and investment strategy, SEBI proposed categorisation and rationalisation of mutual fund schemes. The SEBI prescription allows fund houses to offer schemes in 10 types of equity funds, 16 categories of bond ...