What Should You Check When a Mutual Fund Underperforms Its Benchmark ?
a single year of underperformance is rarely enough reason to exit a mutual fund. even two years...
Mutual Funds
How Much Does a Higher Expense Ratio Actually Cost Your Mutual Fund Returns ?
the expense ratio is the annual fee charged by a mutual fund. it covers fund management,...
how to buy mutual fund direct plan ?
direct plans are the same mutual fund schemes as regular plans. the fund manager, portfolio, and...
XIRR vs CAGR in Mutual Funds: What Is the Difference and When Should You Use Each ?
two numbers often appear on mutual fund statements. cagr. xirr. they look similar. they are...
What Happens If You Redeem Mutual Funds Before One Year ?
redeeming mutual funds before one year triggers two things. higher taxes. and possibly an exit...
What Is Rolling Return in Mutual Funds and Why Does It Matter ?
most investors look at a mutual fund's past returns and assume the number tells the whole story. a...
what are equity savings funds: how they work and who should invest
equity savings funds are a type of hybrid mutual fund. they invest across three categories within...
Why Your Mutual Fund Returns May Differ From Others ?
two investors can put money in the same fund. one earns 15%. the other earns 10%. the fund's...
Common Mutual Fund Myths That Cost Investors Money ?
myths in mutual fund investing are not harmless. they cost real money. most of these myths do not...
what is the return potential of equity funds ?
equity funds do not have a fixed return. the potential varies by category, time horizon, and market...
