Mutual Fund Return News

Ideally, the lower the expense, the better it is for your fund as expenses reduce the fund returns to that extentHere is a list of actively managed equity schemes with the lowest expenses

Ideally, the lower the expense, the better it is for your fund as expenses reduce the fund returns to that extentHere is a list of actively managed equity schemes with the lowest expenses

Protecting downside is important because a steep fall, especially in the initial years of investment, can eat into the capital and affect the ability of the portfolio to compound and grow

Identify good mutual funds yourself that beat the benchmark by at least 3 to 4 percentage pointsA 10 bps cost over a 10-year period will reduce your total corpus by less than a percentage point

It would be prudent to deploy different categories of funds for different purposes

Use the Mint 30 mutual funds list as a starting point and then spend time selecting your unique portfolio out of theseMint uses qualitative and quantitative parameters to select 30 schemes out of more than 2,000 schemes

Investing in a mutual fund portfolio that is well-diversified across asset classes has a better chance of giving a higher return than other investment options such as real estate, gold or fixed deposits

'The LTCG taxation brought about in the budget is the only thing that could be termed as negative from the investment perspective but that was expected to happen sooner or later,' says Sharad Singh, founder of Invezta

Here’s a look at how four commonly used asset types—equity, cash, gold and fixed income—have done in different periods

An investor's returns are weighted based on his cash inflows and outflows