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

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

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

Invesco India Contra Fund: Moving Against The Herd

Equities are usually driven by prevailing sentiments in the market. These sentiments may cause some fundamentally sound stocks to be inappropriately priced in the short run. Investors usually tend to avoid such stocks due to fear of losing out. However, in the long run some of these stocks may grow to reflect its true value…

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October 4, 2019 | by