Simple Step 1: Know your fund
Try answering this question. Do you know the objective of every fund that you have invested in? Probably not!
Take for example a large equity diversified fund which belongs to a well known fund house.
Posts Tagged ‘Mutual Funds’
Simple Steps to help you to select the right mutual funds
June 15th, 2009 
Tushar Mathur 
Posted in Mutual Funds 
Tags: Bias, Diversified Fund, earnings, Erosion, Expectation, Fund Selection, High Risk, Investment Value, Investment World, Investments, Mandate, Maximum Returns, Midcap Fund, mutual fund, Mutual Funds, Objective, Perio, Simple Steps, Step 3, Top Speed 
Comments OffWhy Invest in International Equity Mutual Funds?
December 30th, 2008 Tushar Mathur 
Studies have consistently shown that investing in a mix of U.S. and foreign stocks has produced better returns – with less risk – than investing in the U.S. equity market alone. Posted in india, News Tags: Account Statements, Administrative Aspects, Capital Gains, Currency Fluctuations, Diversification, Dividends, Economic Conditions, Foreign Securities, International Equities, International Equity Fund, Liquidity, Market Volatility, mutual fund, Mutual Funds, Original Cost, Portfolio Managers, Portfolio Performance, Professional Management, Share Ownership, Share Price Volatility Comments OffSenior citizens still prefer FDs to park the savings
November 22nd, 2008 Tushar Mathur Today many options are available for parking the money then also the senior citizens prefer to invest their money in fixed deposits (FDs). While, the younger generation earning handsome income prefers to invest in mutual funds and equity capital.
Posted in NRI Investing Tags: Amount Of Money, Anonymity, Capital One, Continuous Growth, Donkey, Equity Capital, Financial Matters, Fixed Deposits, Handsome Income, Mehta, Mutual Funds, Rate Of Interest, Senior Citizens, Share Market, Special Interest, Stock Market, Surety, Time Frame, Time Period, Younger Generation Comments OffTerms used in Mutual Funds
October 16th, 2008 Tushar Mathur Net Asset Value (NAV)
Net Asset Value is the market value of the assets of the scheme minus its liabilities. The per unit NAV is the net asset value of the scheme divided by the number of units outstanding on the Valuation Date.
Sale Price
Is the price you pay when you invest in a scheme.
Posted in india, News Tags: Assets, Bid Price, invest, Liabilities, Maturity, Mutual Funds, Net Asset Value, Redemption Price Comments OffDisadvantages of investing in a Mutual Fund are:
October 16th, 2008 Tushar Mathur Mutual funds have their drawbacks and may not be for everyone:
No Guarantees: No investment is risk free. If the entire stock market declines in value, the value of mutual fund shares will go down as well, no matter how balanced the portfolio.
Posted in india, News Tags: Administrative Fees, Buy Shares, Decisions, Entire Stock, Financial Adviser, Financial Consultants, Financial Planners, Index Funds, invest, investing, Management Risk, Mutual Fund Shares, Mutual Funds, Portfolio Investors, Portfolios, Sales Commissions, Stock Market Declines, Stock Value, Stocks, taxes Comments OffAssociation of Mutual Funds in India (AMFI)
October 16th, 2008 Tushar Mathur With the increase in mutual fund players in India, a need for mutual fund association in India was generated to function as a non-profit organisation. Association of Mutual Funds in India (AMFI) was incorporated on 22nd August, 1995.
AMFI is an apex body of all Asset Management Companies (AMC) which has been registered with SEBI.
Posted in india, News Tags: 22nd August, Amc, Amcs, Amfi, Apex Body, Asset Management Companies, August 1995, Bank Of India, Capital Markets, Class Business, Directors Association, Government Of India, Indian Mutual Fund, Intermediaries, Mutual Fund Industry, Mutual Fund Schemes, Mutual Funds, Profit Organisation, Reserve Bank of India, Sebi Comments OffTypes of Mutual Funds
October 16th, 2008 Tushar Mathur Wide variety of Mutual Fund Schemes exist to cater to the needs such as financial position, risk tolerance and return expectations etc. The table below gives an overview into the existing types of schemes in the Industry.
By Structure
Open – Ended Schemes
Close – Ended Schemes
Interval Schemes
By Investment Objective
Growth Schemes
Income Schemes
Balanced Schemes
Money Market Schemes
Other Schemes
Tax Saving Schemes
Special Schemes
Index Schemes
Sector Specfic Schemes
Posted in india, News Tags: Financial Position, Growth Schemes, Income Schemes, Index Schemes, Interval, Investment Objective, Money Market, Mutual Fund Schemes, Mutual Funds, Return Expectations, Risk Tolerance, Variety Comments OffMutual funds under redemption pressure
October 16th, 2008 Tushar Mathur The mutual fund industry seems to be facing some redemption pressure now, which could be the reason why they have been net sellers of equity so far this month.
Posted in india, News Tags: Assets Under Management, Better Time, Cash Surplus, Corporate Houses, Crore, Dilip, Exchange Board, Fund Distribution, Fund Managers, Impetus, Liquid Funds, Management Ltd, Mutual Fund Industry, Mutual Funds, Panic Button, Redemption Pressure, Retail Investors, Securities And Exchange Board Of India, Swaminathan, Wealth Management Comments OffUTI Mutual Fund to continue selling ULIP
September 22nd, 2008 Tushar Mathur UTI Mutual Fund today said it will continue selling Unit Linked Insurance Product (ULIP) to its customers even though there is no clarity on the issue of fund houses selling such products.
Posted in india, News Tags: Asset Size, Chief Marketing Officer, Clarity, Collaboration, Confusion, india, Industry Observer, Insurance Council, Insurance Product, Insurer, irda, Life Insurance Companies, Life Insurance Corporation, mutual fund, Mutual Funds, Offering Insurance, Penetration, Regulators, Sebi, UTI Comments OffAdvantages and Disadvantages of ETFs
August 24th, 2008 Tushar Mathur This is the 2nd installment of our 2 part series on ETFs. Please read the first part here: Investing in ETFs
Advantages of ETFs
1.
Posted in NRI Investing, Personal Finance Tags: 5 star investment, Amc, Amount Of Money, Benchmark Index, Best Stocks, Buying Selling, Demat Account, Entry Exit, Equity Fund, etfs, Expense Ratio, index fund, Index Funds, india, Inflow, Mutual Funds, Outflow, Stock Exchange, Stockbroker, Term Investor, Time Basis, Tracking Error Comments OffShould I invest in Gold ?
February 25th, 2008 Tushar Mathur Looking to invest in Gold funds but don’t know too much about them? Here are some basic facts to get you started.
What are Gold funds?
Gold funds are similar to mutual funds except that they invest in gold instead of debt instruments or equity shares.
Posted in NRI Investing Tags: Asset Value, Bonds, Central Banks, Coins, Debt Instruments, Debt Products, Demat Account, diversify, funds, gold, Gold Dollar, Gold Fund, Gold Funds, Gold Holdings, Gold Price, Investing In Gold, Money Market Instruments, Mutual Funds, National Economic Policies, Physical Gold, portfolio, Price Appreciation, Price Variation, Property Investment, time, usa Comments Off
How do you pick the right Mutual Fund ?
February 2nd, 2008 Tushar Mathur Are you an NRI who has already invested or is considering investments in mutual funds? Do you depend on investment adviser for investment decisions? It’s imperative that you have knowledge of some important parameters for evaluating and selecting the best Mutual Funds suitable to your objectives.
Try growth funds in your (long term) portfolio in India
January 18th, 2008 Tushar Mathur 
Most of the NRIs, like myself, want to invest in India for the long term. We don’t need the money in the next 3-5 years. We are in it for th long haul.
Posted in Mutual Funds, NRI Investing Tags: growth, india, Mutual Funds, Reliance, Stocks Comments OffWant to Invest in India? Get a PAN Card first
January 8th, 2008 Tushar Mathur At the beginning of each year, I usually invest a certain amount of money to buy Index Mutual Funds in India. This year when I went to do that , I was told that they need to have a copy of my PAN card even though I’m an NRI (Non Resident Indian).
Posted in NRI Investing Tags: banks, income, india, Mutual Funds, nri, NRI Investing, online, PAN, tax Comments Off
