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How an International mutual fund can add value to your portfolio?

International fund Article cover

 From childhood we are listening, never put all your eggs in a single bucket. We all understand the importance of diversifying our mutual fund portfolio into different equity caps mutual fund and debt mutual fund. Now, let’s see how it make sense to diversify our portfolio Geographically?

What all are the different options available for diversifying portfolio internationally? and, How are they regulated?

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Is it Right Time to Invest in Small-Cap?

Small Cap

Time and again, investors have been lured by high return potential of small-cap companies. This is because smaller companies have potential to give very high returns in a very short duration of time. There are instances when a small-cap company has given more than 10x returns within one year of time. Such huge returns are unheard of in any other segment of stock markets, viz. Large and Mid size companies. 

With such a high return potential also comes the risk of losing your capital. One of the best ways to reduce this investment risk is to time your entry. Though difficult, timing is not impossible. This article gives our in-depth analysis of how to make use of the current opportunity in the small-cap space...

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When it makes sense to invest in PMS?

PMS Vs Mutual Fund

After SEBI’s categorization mutual funds can mostly invest in the top 100 or 250 stocks whereas PMS is customized and can have an exposure to any stock in addition to this top 250 stocks.  So, if someone looking to take exposure in stocks beyond 250 stocks in terms of market cap with a guided hand, PMS is the go-to product.

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5 Tips to ride Market Volatility for better Returns

5 Tips To Ride The Market Volatility

Indian stock markets have been quite volatile in the calendar year 2018. If we look at the difference between the peak to the lowest point, Sensex has corrected by 15%, Midcap by 25% and Small-cap by more than 30%. It is quite natural for any investor to get worried when they see the value of their hard-earned money getting eroded. The pain compounds exponentially  if the value of the investments becomes lower than the principal amount invested. You may wonder how to protect your capital and what should be done in such a situation.

To understand the investor behaviour better, we have analysed possible reactions from the investors during such situations of market volatility. We found few common behaviour biases that needs to be tamed for better investor experience...

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