Page 2 - Mutual Fund Investments

Getting close to retirement? You should shift towards debt-heavy portfolio

Usually, personal finance advisors suggest gradually lowering equity exposure closer to retirement, but maintaining a portion in good quality stocks or mutual funds can add sheen to the portfolio

Small towns contribute 15.3% to MF industry's assets under management

Over the past few years, markets regulator Sebi has been pushing asset management companies to reach out to small towns for increasing their assets base

Top 8 most common mutual fund investing mistakes and how to avoid them

Investing in mutual funds without setting goals is one of the most common mistakes new investors make as the general tendency among is to buy mutual fund units whenever the investors have surplus cash

Experts reveal why too much cash is bad for a scheme's health

Some like value funds take refuge in cash during bad times. Check mandates of other funds

Reduce exposure to mid-cap funds: Keep 75% in large and multi caps

Several mid- and small-cap schemes have risen between 50% and 70%

Use advisor for comprehensive planning

Those who have a simple financial objective or only a small sum to invest may go with a mutual fund distributor

Don't spread your investments too thin

Consolidation of schemes can be both costly & slow. Nonetheless, bite the bullet to improve returns

MF folios touch record-high of 5.8 crore in June on retail thrust

A mutual fund pools the assets of its investors and invests the money on behalf of them