Mutual Fund Schemes

Difference between open-ended and closed-ended Mutual Funds Schemes

Difference between open-ended and closed-ended Mutual Funds Schemes

Mutual funds are classified according to various attributes, such as the nature of the Investment, Risk Profile, and Investment philosophy. Apart from these, the funds differentiated on the basis of their structure—Open-ended and Closed-ended. The difference between the two depends on the flexibility of sale and purchase of fund units. Open-ended MF Schemes: These funds buy and sell units on a continuous basis and, hence, allow investors to enter and exit as per their convenience. The units can be purchased and [...]

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5 parameters to check while you buy mutual fund schemes

5 parameters to check while you buy mutual fund schemes

When it comes to choosing the best Mutual Fund scheme, many investors find it difficult to compare between two MF schemes. On the basis of your objective, you can choose the best Mutual Fund Scheme. If you are taking the help of a Financial Advisor, always check your portfolio on a regular basis, so that you are aware of where your money is invested? In which scheme the fund manager has invested your money (such as Debt Schemes, Equity [...]

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How to pick Balance Scheme Funds after recategorization of Mutual Fund

How to pick Balance Scheme Funds after recategorization of Mutual Fund

The Security and Exchange Board of India’s (Sebi’s) recategorization of mutual fund rule has come into force. Now all balanced funds will known as Hybrid Funds. Through Hybrid Scheme, we can invest in both equity and debt assets (such as stocks & bonds), in different ratio.  This rule not only created the different category of Hybrid Funds but also standardized the allocation of these schemes. To the large extent, it will not change the fundamental qualities of the schemes. So [...]

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Should you switch from smallcap or midcaps to large-cap schemes?

Should you switch from smallcap or midcaps to large-cap schemes?

In the recent stock market correction, the sharp fall has seen in the midcap and smallcap schemes. And suddenly many investors are in love with large-cap mutual fund schemes. Many investors are looking for a switch from midcap or smallcap schemes to large-cap schemes. However, mutual fund advisors are asking investors to refrain from investment decision based on the recent stock market trend. According to Rajeev Sakhuja, MD & CEO, PTIC INDIA – Financial Planner in Delhi,”Whenever there is a [...]

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HOW TO PICK A RIGHT MUTUAL FUND SCHEME FOR YOU?

HOW TO PICK A RIGHT MUTUAL FUND SCHEME FOR YOU?

In financial planning, Mutual Fund investment play a major role. Before investing in the best Mutual Fund in India, first, you should consider the pros and cons of the available resources. With so much at stake, what should an investor look for in a mutual fund? This handy 10 points guide will help you on how to pick a right Mutual Fund scheme for you. Self-assess: An investment should be planned as per your needs in future. An investor should consider [...]

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Plan your retirement by investing in mutual funds

PLAN YOUR RETIREMENT BY INVESTING IN MUTUAL FUNDS

Plan your retirement by investing in Mutual Funds through PTIC INDIA – Financial Planner in Delhi. At some point of time, we all consider what after retirement or pension. Despite the fact that in the youthful years of working, we might take it lightly. Yet conditions of life do put over the question in front of us and get us worried. Our ways of life presently require a secure tomorrow when the flow of income will see a gradual [...]

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How SIP works in mutual fund investment and its benefits

How SIP works in mutual fund investment and its benefits

Krishna Kumar, an IT software professional just stepped into Gurgaon for his first job. He has plans to go in for higher studies after 3 to 5 years and bear the expenses from his salary. Krishna decided to invest his savings. He has always seen his father investing in fixed deposits and PPF (Public Provident Fund). But considering high inflation he chose to meet a financial advisor (as PTIC INDIA – Financial Planner in Delhi). After meeting the Advisor, Krishna [...]

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Here are prominent mutual fund schemes that got merged in May 2018

Here are prominent mutual fund schemes that got merged in May 2018

According to SEBI’s new recategorization norms for the mutual fund, many mutual fund houses have merged their schemes. Many of these schemes are merged into some existing scheme. And some other existing scheme merged with another scheme to form a new scheme. As the schemes have been merged, SEBI has to disclose standardize performance of the mutual fund scheme. SEBI has asked mutual fund houses to disclose the weighted average performance of the new as well as the old [...]

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