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Money9 helpline hosted Harshvardhan Roongta, founder, Roongta Securities, to address the queries related to portfolio evaluation from our callers
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Two visible trends in Q3FY21 are swelling household debt and an increasing appetite for mutual fund investments, as per the RBI preliminary estimates
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'If you want to invest in large caps then you should opt for passive funds, for small, mid and flexicap categories, choose active funds'
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The steps taken by Sebi have certainly made mutual fund investments more transparent and less risky
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Focused funds concentrate on creating a portfolio by restricting investments to high conviction stocks with optimal diversification
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Under equity oriented category, mid-cap funds have given 73.73% absolute return in 1 year and 15.02% annualised return over 3 years
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Asset Management Companies are required to disclose the TER of all schemes on a daily basis on their websites
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Adani Gas, Apollo Hospitals, Cholamandalam, NMDC, Honeywell Automation, Bank of Baroda & Godrej Properties are likely to be reclassified as large-caps
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Flexicap funds invests in companies across the market capitalisation spectrum, i.e. largecap, midcap, and smallcap stocks
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There is a lot of buzz around terms like active vs passive funds, domestic vs international funds, mutual funds vs ETF or direct investments vs MFs