Is it Best to Hold Mutual Funds in a Demat Account?

It is a common knowledge that one needs a demat account to hold shares, but did you know that you can hold your mutual fund units in a demat form as well? Mutual fund investors have the option to hold their units in statement of account (SOA) form or in a dematerialised (demat) account. In both…

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November 7, 2019 | by

HDFC Equity Fund: Caution Ahead?

Equity market in the recent past has been taking investors on a roller coaster ride — fluctuating between thrilling highs and dangerous lows. During such uncertain time, a multi-cap approach that has the flexibility to shift its portfolio in line with changing market conditions can prove to be a worthy bet for investors. HDFC Equity…

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November 1, 2019 | by

Parag Parikh Long Term Equity Fund: Offering Dual Benefit

A dual investment approach can work wonders for one’s portfolio returns in any market condition. It can reward investors seeking long term capital appreciation from a cautiously managed portfolio offering exposure across asset classes, market caps or geographies. Parag Parikh Long term Equity Fund (PPLTEF) is one such unique multi cap fund that seeks to offer…

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October 25, 2019 | by

Does It Make Sense To Continue SIP-Ping Into A Small-Cap Fund Now?

When you hear Systematic Investment Plans (SIPs), you immediately associate it to a diligent mode of investing in mutual funds and rupee-cost averaging feature benefit along with the power of compounding to accumulate wealth for a long-term investment horizon. But before you begin SIP-ping, remember to create a goal-based financial plan considering the investment time…

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October 23, 2019 | by

Axis Long Term Equity Fund: Sustaining Extended Growth

Equity linked saving schemes (ELSS) are diversified equity funds that come with the dual advantage of wealth-building potential and tax-saving. These funds come with a lock-in period of three years which is the lowest as compared to other tax saving instruments. The lock-in period allows the fund manager to take more informed decision as they…

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October 18, 2019 | by

Can Kotak Pioneer Fund’s Pioneering Innovation Work For You?

In challenging times only a handful of companies manage to sustain growth because they continuously produce innovative process and systems that help them keep up with the changing times and become pioneers. Considering the current turbulent times, there are such companies that can become pioneers that utilize new forms of production, technology, distribution or processes…

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October 15, 2019 | by

SBI Focused Equity Fund: Focusing On High Growth

While most mutual funds typically hold anywhere between 50 -100 stocks in their portfolio for optimal diversification, the performance over a certain period is mainly driven by a select few stocks. On the contrary some funds have bucked this trend to focus on a limited number of high conviction stocks and hold them for long-term…

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October 12, 2019 | by