Advanced Investing

cash allocation

Should you increase cash allocation at market peaks?

To be able to gather cash at market peaks by selling some of your existing equity holdings, you need to know the peak approaching, before it actually does. Is that even possible or practical?

What you need to know about the new ESG equity funds

ESG stands for Environmental, Social and Governance. ESG funds essentially apply these non-financial factors as part of their investment framework to identify material risks as well as growth opportunities in a company.

Why are liquid fund growth rates trending lower this year and what should you do?

We have observed that liquid fund growth rates in the past few months have been trending lower than the usual 6%-7% which was seen a year ago. This is making many investors wonder what they should do.

SWP to generate income

How to generate regular income through SWPs

As opposed to the systematic investment plan or SIP which allows you to invest in small amounts on a regular basis, an SWP allows you to withdraw defined amounts in regular frequency.

Should you know the mutual fund’s investment process?

An investment process is a defined way in which fund managers and their teams, both debt and equity, go about filtering securities available for investment and arrive at a final choice of what they want to include in their portfolio.

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Are REITs, real estate mutual funds or equity shares?

In its basic structure, a REIT may look like a mutual fund which is also about pooling of assets, but it’s not quite the same. However, given that its listed-on stock exchanges as a share of a company isn’t it more like investing in equity shares?

REITs

Are REITs, real estate mutual funds or equity shares?

In its basic structure, a REIT may look like a mutual fund which is also about pooling of assets, but it’s not quite the same. However, given that its listed-on stock exchanges as a share of a company isn’t it more like investing in equity shares?

Should you invest in index funds?

While Indian equity markets are moving towards efficiency, fund managers still have a role to play.