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All about Dynamic Equity Funds

By Nivesh Gyan   9 July

Category: Build Wealth

Dynamic Equity Funds are the ones that allocate less to equities when market valuations seem expensive and increase allocation to equities when market valuations look cheap. How do Dynamic Equity Funds work? These funds have a mix of debt and equity in their portfolio. The equity component in such funds varies from 30% to 70-80%, […]

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5 important questions answered for a first-time mutual funds investor

By Nivesh Gyan   27 June

Category: Build Wealth

Here are a few quick FAQs for the first time mutual funds investor. How much should I invest? Identify your goals first; this will help you decide the amount you need to invest to achieve each goal. Should I invest in equity or debt schemes? It primarily depends on your investment objective, investment horizon and […]

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All about mutual funds with insurance cover

By Nivesh Gyan   20 June

Category: Build Wealth

While mutual funds remain the best saving instrument, insurance ensures financial security at the time of crisis. When mutual funds come with the added insurance cover, it sounds like an icing on the cake.   Let’s get into the details of mutual funds with insurance benefits and find out if it’s a wise choice or […]

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Here’s all you should know about Systematic Investment Plan

By Nivesh Gyan   9 February

Category: Build Wealth

You dream of a secured financial future but cannot commit a large sum of money, SIP or Systematic Investment Plan is an answer.   As the name suggests, Systematic Investment Plan is a smart and planned investment approach wherein you invest a small pre-fixed amount at regular intervals into specific mutual fund/funds. What should you […]

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Equity Savings Funds

By Nivesh Gyan   27 December

Category: Build Wealth

Suitable for lump-sum investments as replacement of longer term Fixed Deposits (one year and more). In current environment, it is difficult for investors to select the right avenue for investment, particularly lump-sum investments. On one side, interest rates on fixed deposits are at all-time low, and stock markets are making new highs on the other.

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Systematic Transfer Plan: Here’s all you would like to know along with the tax implications

By Nivesh Gyan   17 December

Category: Build Wealth

Looking to invest large amount at one-go in equity mutual funds? Experts advise to avoid large investment as lump-sum in the equity mutual funds. So, what’s the option? For the ones with funds to invest a big amount in mutual funds for long term and the will to strike a good balance between risk and […]

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All about Dynamic Asset Allocation Funds and their tax implications

By Nivesh Gyan   12 December

Category: Build Wealth

As the very name suggests, the Dynamic Asset Allocation funds refer to the type of mutual funds that are dynamic in nature. Unlike the traditional asset allocation funds that invest in debt and equity in a pre-defined proportion regardless of market conditions, the Dynamic Asset Allocation funds are the ones that allocate funds in equity, […]

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