Balanced Funds are the category of mutual fund which invests all its asset in a mix of equity and debt. The fund is also known as the Hybrid fund. The fund is designed to provide investors safety from volatility, give steady income, and modest capital appreciation. The fund generally follows the investment objective closely on investment types. In this post, we checkout the balanced funds meaning, review, performance, taxation and investment philosophy.
Calculating Returns on Mutual funds: XIRR, IRR and CAGR explained
If you are an investor with Bodhik and you go to your dashboard you will see returns on your mutual fund investments. The returns are expressed in terms of XIRR. In this post, we have a look at what is XIRR, IRR and CAGR, difference between XIRR vs CAGR vs IRR and how we apply the same to calculate the returns on mutual funds.
Bodhik dashboard is very simple It shows you how much you invested,
What if I invested in SBI Bluechip 5 years ago
This post is part of #WhatIfIInvested series where through simple graphs we try to understand what would have you happened if you invested in a particular mutual fund or a share or an asset class 5 years ago.
Today we look at SBI Bluechip Mutual Fund which is one of the premier funds in the large-cap category. It has been rated 5 stars consistently by crisil and value research. The fund manager for the fund is
What if
Balanced fund vs Equity Fund: Review, Differences, Comparison
Balanced fund vs equity fund reviews the difference, similarities, advantages and dis-advantages of both types of funds.
Balanced Funds
Balanced Funds are the category of mutual funds which invests in a mix of stocks and bonds. The fund is also known as the hybrid fund. The fund is designed to provide investors with modest capital appreciation and provide safety from volatility.
The fund is divided into two categories, one is equity oriented and another one is debt oriented(actually
ETF vs Mutual Funds: Review, Difference, Performance
ETF vs Mutual Fund is one of the top question in every investor’s mind. We review the difference, performance and investment methodology of both in this blog post.
Mutual funds and ETFs are very different products but there are similarities with mutual funds. But lately, ETFs are grabbing attentions from mutual fund investors due to its many unique features like can be traded like a common stock, very low fees and other useful applications of the
Short Term Debt Fund vs Long Term Debt Fund : Review, Returns
Debt Mutual Funds
As the name suggest, Debt Mutual Funds invest in different categories of debt securities like Government Bonds, Corporate Bond, Money Market Securities, Treasury Bills of different maturity date and have fixed interest payment. Debt Mutual Funds are categorized into various types like Dynamic Bond Fund, Short Term Debt Fund, GILT Funds etc. Every Debt Mutual Fund carries a credit risk rating assigned by external rating agencies, which indicates the creditworthiness of the borrowers.
Pro Stocks: Demat and Trading Account Opening Review, Brokerage Charges
Pro Stocks is a discount broker offering Demat and Trading Account. This post is about Pro Stocks Review, Pro Stocks brokerage and Pro Stocks account opening Charges.
About Pro Stocks
Prostocks, is a venture of Sunlight Broking LLP founded on Feb 2016 by S P Toshniwal and Saurabh Ranka. It is an online Discount broking company. It offers its customer to
Fixed Deposit vs Mutual Fund : All you need to Know
Fixed Deposit vs Mutual fund is a difficult comparison. We compare FD and Mutual Funds based on return, risk profile, investment horizon and other factors. Both of them are very different product and each has its own advantage and disadvantages.
Meaning
Fixed Deposit (FD) are saving tools offered by banks to deposit lump sum amount for a fixed period of time on
higher interest rate than saving accounts. The interest rate offered on fixed deposits are compounded quarterly and
Upstox(RKSV): Demat and trading Account Opening, Reviews, Brokerage Charges
Upstox is a discount Broker. In this post, we will discuss Demat and Trading Account opening Charges, Reviews and Brokerage Charges while opening an account with Upstox.
RKSV Securities known as Upstox is discount broking company and is very much different from full-service broking company. It is established in 2011, with an objective
Short Term Debt Funds meaning, methodology, returns, risk
This post discusses what are Short Term Debt Funds, meaning, performance, returns and taxation of Short Term Debt Funds
What are Short term Debt Funds
A short-term debt fund provides an opportunity to those investors looking for investment option for 1-3 yrs time period with a return more than a traditional fixed deposit with moderately low risk than any long-term debt funds. Short term debt funds invest in money market securities and bond securities which provide investment