Money9 helpline hosted Harshvardhan Roongta, founder, Roongta Securities, to address the queries related to portfolio evaluation from our callers
Two visible trends in Q3FY21 are swelling household debt and an increasing appetite for mutual fund investments, as per the RBI preliminary estimates
'If you want to invest in large caps then you should opt for passive funds, for small, mid and flexicap categories, choose active funds'
Investments into sector funds carry much higher risk and investors should enter carefully after understanding risk
Focused funds concentrate on creating a portfolio by restricting investments to high conviction stocks with optimal diversification
Under equity oriented category, mid-cap funds have given 73.73% absolute return in 1 year and 15.02% annualised return over 3 years
Asset Management Companies are required to disclose the TER of all schemes on a daily basis on their websites
Retirement planning: Experts suggest that SIP contribution in mutual funds is a safe mode of investment. The burden does not become too heavy
Adani Gas, Apollo Hospitals, Cholamandalam, NMDC, Honeywell Automation, Bank of Baroda & Godrej Properties are likely to be reclassified as large-caps
Here's a glimpse of Money9’s video line-up for June 21. Get latest updates in the Personal Finance space and what's buzzing in Dalal Street