Recently India Infoline (IIFL) came up with two different reports advising clients to "sell" and “buy” the same share, Punj Lloyd on the same day! Both the reports were published on 31st May, 2010. The first report advises institutional investors to sell shares of Punj Lloyd, while the second report targeted at its
Showing posts with label Mutual Fund. Show all posts
Showing posts with label Mutual Fund. Show all posts
Index fund vs active fund - which one to invest in?
Mutual funds provide a means to retail investors to participate in equity investment without knowing the nuances of the stock market in details. The objective is to take advantage of higher returns that equity provides over other investment channels in the long term. If this the backdrop should one invest in
Consolidated statement of Mutual Fund investments
Do you find it tough to keep track of all your mutual fund investments? If you are investing in Mutual Funds for some time now, your investments will be spread across AMCs, fund types and registrars and different channels (online platforms like ICICIDirect, brokers or Direct). It takes lots of time and effort to consolidate these scattered investments and get a single portfolio view. Now there is help.
Mutual Fund: Diversified or Sectoral?
One of the key decision points for retail investors while investing in mutual funds is which category to go for - diversified or sectoral funds. Diversified equity funds invest in shares of companies across different industries or sectors, thus fund managers has the freedom to pick shares of any company from plethora of sectors. While sectoral funds focuses in one specific sector, fund managers gets to pick shares of companies from that specific sector only. There are a many sectoral funds – Power Funds, Infrastructure Funds, Technology Funds so on and so forth.
Mutual Fund: Growth or Dividend?
Most mutual funds provide multiple options to investor to choose from – Growth, Dividend and Dividend Re-investment. In this article we will look into difference between these options and when to choose one over another.
Growth:
In growth option, NAV (Net Asset Value) reflects the profit or loss made by the fund at any given point of time. When fund makes profit NAV goes up while at loss NAV goes down. Thus over a period of time if fund makes profit NAV keeps increasing. Only way of realizing profit in this option is to sell units of the fund.
Expense Ratio: Fund ka funda
A number of parameters are to be considered before investing in a mutual fund. One of them is Expense Ratio – it is the percentage of a mutual fund’s total net asset/corpus that goes towards meeting recurring operating costs. Different operating cost incurred by mutual funds include management costs, legal and audit fees, marketing and selling expenses and other miscellaneous charges.
Mutual fund: SIP or lump sum? - Part II
In Part I of this article we have explored myriad virtues of Systematic Investment Plan (SIP) over lump sum mutual fund investment - rupee cost averaging, limited volatility, investment discipline, limited initial amount required for investment etc. Herein we will see them in practice with an example using historical data.
Mutual fund: SIP or lump sum? - Part I
In one of earlier articles we have explored why equity investment through mutual fund route is a better choice for retail investors vis-à-vis direct equity investment. Further mutual fund investments can be done in two modes - lumpsum or SIP (Systematic Investment Plan). Herein we discuss these two modes and relative benefits of SIP for retail investors.
Equity investment: Direct or Mutual fund ?
New stock investors are always faced with the dilemma – direct equity or mutual fund ? Let us explore it in this post. To start with we will divide the question into two:
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