10 Easy Steps to Invest in Mutual Funds
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Mutual Fund
Plain-language articles on how financial products work. They are for general education only and are not investment advice or recommendations.
Mutual Fund articles
77 articles, page 3 of 7
Is It Time to Get Rid of Your Mid-cap and Small-cap Funds?
Whether to keep mid-cap and small-cap funds: keeping them in perspective, de-risking with multi-cap funds and reviewing holdings.
How to regularly review your SIP allocation against your goals
Four situations that call for a review of your SIP allocation, from inflation and tax changes to market shifts and new goals.
Should You Prefer Growth Option or Dividend Option in Mutual Funds?
Growth and dividend options in mutual funds compared, including reinvestment, long-term planning, taxation and using SWPs for regular income.
What are the triggers for you to stop your Mutual Fund SIP?
Seven situations in which investors may consider stopping a mutual fund SIP, from consistent underperformance to reaching the goal.
10 Things You Normally Miss Out Reading in a Fund Fact Sheet
Ten things to read in a mutual fund fact sheet, from the fund manager’s view and expense ratio to beta, Sharpe ratio and bond ratings.
6 Factors to consider while selecting a mutual fund
Six questions to ask before choosing a mutual fund, covering investment objective, risk-adjusted returns, fund management, costs and exit loads.
How Important is It to Create an Emergency Fund?
Why an emergency fund matters, how much to set aside, and the situations it helps with, from job loss to medical emergencies.
How to make your equity MF SIP work effectively for you
Six ways to make an equity mutual fund SIP work: tie it to a goal, match it to your risk, pick funds carefully and focus on time in the market.
What Is a Systematic Withdrawal Plan
What a systematic withdrawal plan (SWP) is, how it differs from a SIP, and its benefits for drawing regular income from mutual funds.
SIP VS PPF Which is Better
SIPs and the Public Provident Fund (PPF) compared: how each works, their benefits and which may suit different investors.
Select and Review Mutual Funds
How to choose and review mutual funds by investment objective, risk tolerance, fund management and performance.
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