Mutual funds & ETFs
Bhavana Acharya

When is it fine to make lumpsum investments?

If there’s one thing all mutual fund investors are clear about, it’s that SIPs are a great thing. Every time you have money to invest, it is not a given that you use SIPs (or STPs). There are times when it’s perfectly fine to be making lumpsum investments.

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Mutual funds & ETFs
Bhavana Acharya

Should you worry about AMC concentration in your portfolio?

When you have too much of your portfolio invested in fund(s) of a single AMC, you’re concentrated towards an AMC. So you might think. But it’s not that cut-and-dried. AMC concentration risk comes in only when the funds are of a similar type or when you have too much of your portfolio in a single fund.

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Count
Mutual funds & ETFs
Vidya Bala

How many funds should I invest in?

In our earlier set of articles (given below), we have discussed some of the key tenets of portfolio management. How to invest for the long

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portfolio goal
Mutual funds & ETFs
Vidya Bala

How to manage your portfolio when you near your goal – Part 1

Some of the common questions we are asked when people near their goals are:
• How close to the goal should I start moving out of equity?
• Should I move out of equity entirely?
• Should I move out by selling lumpsum or should I do a STP/SWP?
• Should I move to debt funds or fixed deposits?
• If I leave some money and move out of only some funds, which category of funds should I move out of?

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