Should I move out of Quantum Long term Equity fund ?

Hi Friends, I am investing in Quantum Long term equity fund by SIP through Fundindia. I recently spoke to a investment adviser there and he told me to consider removing quantum fund from my portfolio and invest in some other diversified equity fund. Should i consider this or should i continue investing in quantum fund. […]

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Short Term Capital Gains Tax on Partial withdrawal from Equity MF ?

Hello! I have been regularly investing in Birla Sunlife Frontline Equity Fund (Direct) via SIP for the since June 2013 and have made sizeable gains thanks to the market rally. Now i would like to switch all the long term gains to a liquid fund to rebalance. I have a doubt regarding tax liability on […]

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About switching Long term Mutual fund to Direct plan

I have invested in various AMC from last 6 years but I want to switch them in direct plan of same category.. So If I switch them do I have to pay exit load even though there are all long term and would they be consider new investment or Comes under long term investment to […]

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Liquid fund in portfolio – Should I add more ?

I have invested Rs 60000 in liquid for the use of emergency fund. it cover 30% portfolio in debt (my allocation is 70% equity and 30% debt) . should I need to add more to debt funds

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Best ELSS for 2015, Is ELSS is best compared to PPF ?

Dear JagoInvestor, Recently i came across ELSS, i was investing 5K per month (before 5th of every month 🙂 ) in PPF for the past two years. Now am planning to invest more , So upon surfing , some people are suggesting ELSS is best compared to PPF, as PPF will return only around 8 […]

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Feedback on Aditya Birla Money MyUniverse ZIPSIP

I am looking for a good option to start SIP and came across Aditya Birla MyUniverse ZIPSIP: https://www.myuniverse.co.in/zipsip . Any feedback on this product or any other similar products for a new SIP investor would be useful.

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How to handle existing indian mutual fund investments while moving to US from India

Hi, I am planning to move to US in couple of months time frame. As per what I have read so far there are 2 aspects I want clarity from this forum 1. what to do with existing mutual fund investments in India: I have significant corpus of equity and debt MFs via fundsindia portal. […]

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Direct Mutual fund investment through Broker ?

Hi Fellows, I have a Demat account with a private share broker and doing all the transactions with him (buying and selling of shares, MF investments). After reading a lot about the DIRECT MF investment (thanks to JI and AIFW) I have decided that I should go for the direct plans hereafter. I would like […]

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Rise in mutual fund performance during last year ?

As it seems that there has been a steep rise in mutual funds’ performance the only last one year.Is this right time to invest ? As the registered returns have been so because of extraordinary performance of previous one year alone !

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Difference between NPS and Reliance Retirement Fund

Hi All, Can someone shed light on difference between or merits and de-merits of NPS and Reliance Retirement Fund Thanks, Deena

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