CAGR (Compound Annual Growth Rate) helps in measuring investments’ average annual growth over the given time period. It helps in analyzing average rate of return on the investments over the year. CAGR is a widely used tool for investors as it helps in measuring investment growth (or fall) over time. When industry experts calculate CAGR, …
If investors need regular and timely cash flow from investments, the choices are bank fixed deposits or postal deposits. However, fluctuations in the interest rates on these schemes can impact investors’ future income needs. Mutual funds have offered a solution for this which is called SWP. What is meant by the Systematic Withdrawal Plan in …
Systematic Transfer Plan (STP) means a strategy in which an investor can transfer a fixed amount of money from source scheme to target scheme. This usually happens from a debt fund to an equity fund. Nowadays, several financial experts recommend STP to mitigate potential risks. Unlike SIP, STP might not be a term which the …
The lump sum amount means a single complete sum of money. A lump sum investment means investing the entire amount at one go. Simply put, the word ‘lumpsum’ means a large sum of money. In the world of investing, it means investing a significant amount of money at once instead of breaking it into several …
A Systematic Investment Plan (SIP), popularly known as SIP, means a facility offered by mutual funds to the investors in which investment can be made in a disciplined manner. This facility permits an investor to invest a fixed amount of money at intervals which are pre-defined in the selected mutual fund scheme. Pre-defined SIP intervals …
What is NAV?A new MF investor would like to know about the NAV in a mutual fund. NAV (Net Asset Value) means the unit price of one mutual fund scheme. MFs are purchased and sold on NAV. Unlike prices of shares that change constantly during hours of trading, NAV gets calculated on the daily basis, …
What is NAV? Calculation of NAV ! (Net Asset Value) Read More »
A mutual fund, also known as MF, is a company which pools money from a range of investors and invests that pooled money into securities. These securities include stocks, bonds, and short-term debt. The word “portfolio” means combination of holdings of a mutual fund. Investors purchase shares in mutual funds. Each share exhibits an investor’s …
The fifties are the final lap in the process. Retirement is knocking at the door and this is the time when one has to be fully ready in order to face the situation. All the work of the last few decades will start bearing fruit at this point of time and hence it is an …
A new airline is surfacing its way into already packed Low-cost carrier space. Who’s looking at the Skies?An eminent Indian stock trader, Rakesh Jhunjhunwala, who’s all armed to fly his airline “Akasa” alongside existing SpiceJet, InterGlobe, Go Air, etc. Ever since we heard about Akasa Air launch, we could digest but think why on Heaven’s …
An advisor will help you in selecting the right funds for inculcating investment discipline to achieve financial goals in the given time period. If one desires to seek professional advice from a SEBI registered Investment Advisor or a financial planner. A SEBI’s registered Investment Adviser will charge for the bouquet of services provided. It’s high time that one …
Should I Use A Financial Advisor Or Do It Myself? Read More »
