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Category: Stocks, Mutual Funds, Etf’s etc

Asset Allocation 101: Why Rebalance During Market Highs

Asset Allocation 101: Why Rebalance During Market Highs

Many people are unaware of the risks of not rebalancing their portfolio during market highs. Effective asset allocation is crucial in such times. Let’s assume, over the last four years, your portfolio has consistently delivered an impressive 20% CAGR (Compound Annual Growth Rate). But suddenly, in the 5th year, the market drops by 20%. In [...]

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How to Market-Proof your Investment Strategy?

How to Market-Proof your Investment Strategy?

The world of mutual funds is ever-changing. But one principle stands the test of time: disciplined investing. While it's tempting to try and outsmart the market, maintaining a steady course is by far the surest path to achieving your financial goals. Understanding Investment Discipline Investment discipline basically means adhering to a well-defined investment plan, regardless [...]

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SIP vs. Lumpsum Investment: The Ultimate Guide

SIP vs. Lumpsum Investment: The Ultimate Guide

Feeling overwhelmed by the myriad of investment options for your mutual fund journey? You’re not alone. Navigating the choice between a Systematic Investment Plan (SIP) and a lumpsum investment can be a significant challenge for both seasoned and novice investors. Welcome to your definitive guide, designed to unlock the potential of both SIP and lumpsum [...]

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Top 5 Mutual Fund Mistakes and How to Fix Them!

Top 5 Mutual Fund Mistakes and How to Fix Them!

While mutual funds offer a user-friendly and broadly accessible gateway to stock market participation, even experienced investors can fall prey to missteps that erode their returns. Here are five common mutual fund mistakes to watch out for and tips to avoid them: Not Understanding Your Risk Tolerance: Many investors fall into the trap of chasing [...]

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Understand the Dynamics: Overnight Funds vs. Liquid Funds vs. Ultra Short-Term Funds

Understand the Dynamics: Overnight Funds vs. Liquid Funds vs. Ultra Short-Term Funds

Understand the Dynamics: Overnight Funds vs. Liquid Funds vs. Ultra Short-Term Funds When it comes to parking your surplus cash or optimizing your investments for short-term gains, navigating the realm of mutual funds can be both enticing and perplexing. Among the plethora of options available, overnight funds, liquid funds, and ultra short-term funds stand out […]

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Explore the World of Mutual Fund Categories: A Deep Dive into Large, Mid, and Small-Cap Funds

Explore the World of Mutual Fund Categories: A Deep Dive into Large, Mid, and Small-Cap Funds

Explore the World of Mutual Fund Categories: A Deep Dive into Large, Mid, and Small-Cap Funds This comprehensive guide will demystify the essential categories of mutual funds—large, mid, and small-cap funds—so that you can make informed investment choices tailored to the Indian market. Introduction on Mutual Funds Before we dive into the specifics of these […]

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SIP versus SIP TOPUP ! The Ultimate Guide- Why Every Investor Should Consider this Smart Strategy

SIP versus SIP TOPUP ! The Ultimate Guide- Why Every Investor Should Consider this Smart Strategy

The Ultimate Guide to Top-up SIPs: Why Every Investor Should Consider this Smart Strategy Introduction Investing in mutual funds through a Systematic Investment Plan (SIP) has gained tremendous popularity among young investors. It offers a disciplined approach to wealth creation, allowing individuals to build a financially secure future. While SIPs are a fantastic investment strategy, […]

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