Hi, I have an ELSS of L&T tax advantage (g) whose lock in period is over. I don’t want to invest lumpsum for longer period. Can I switch to SIP in diversified balanced fund? Pls suggest.

Hi, My CFA has been recommending the I FAST platform for sometime now.I have been told that the advantage is that switching between funds is done based on the market PE ( Higher allocation to Equity funds when PE is low and to Debt funds when PE is high) so as to ensure higher returns […]

Hi, I have purchased UTI – Money Market Fund (Instn Weekly Dividend – Direct) on 3rd Dec 2014 before 2PM. Amount is 4lakhs. But, the purchase transaction processed on Previous day NAV  (2nd Dec 2014) Rs 1015.95 .Is this correct.? If this is correct, On same Previous day(2nd Dec 2014), there is a dividend announcement […]

Hi, I want to start with a SIP. I have few funds in mind but I want to do it online. Can you please advise how to start buying it online? Currently I have account in HDFC Bank and it would be best if it can be done directly via it. Thanks for your time and […]

Hi, I wish to invest in a Debt Income Fund for 3-5 yr horizon. This is  in addition to my already existing Equity MF investments. I’m hopeful of taking advantage of the fall in interest rates which is possible during this period, plus get double indexation benefit. Based on Value Research Online, I’m thinking about Birla […]

Dear Friends, I have been investing in mutual funds (Rs. 30000 per month) through SIP since the past 18 months. I have been putting my money in one fund of each of the following fund Categories: Equity: Large Cap, Equity: Large and Mid Cap, Equity: Mid and Small Cap Equity: Multi Cap I am going […]

I am having Tax Saving Fund with L&T and am not satisfied with their performance and want to Portable this to another Company. Is there any option for portability of mutual Fund. If yes which Mutual Fund would be Best for performance.

Hi, I amount investing in HDFC TOP 200(GROWTH) since last 5 years via SIP and I am still continuing it. Now I am planning to reedem 3 years old SIP amount. So would like to check with you whether this possible, if so, What is the tax implication for the redeemed amount. Thanks, Chetan G […]

I am investing in HDFC Gold Fund since last 2 years through SIP Rs. 2000/- per month. Since fund is not performing, should I stop investing in it. Or should I stay invested for long term & continue with SIP?

DEAR SIR,   I HAVE BEEN FOLLOWING U FOR PAST 5 YRS AND HAVE BENEFITED A LOT. BUT NOW AM CONFUSED. PLZ HELP ME AT THE EARLIEST WITH MY PORTFOLIO 1. I AM ATTACHING MY PORTFOLIO THROUGH SIP INVESTMENTS OVER PAST 5 YEARS. 2. I NEED FOLLOWING ADVICE FROM YOU:-     A.   I NEED TO WITHDRAW RS […]