How do I track the performance of Mutual Fund?
How do I track the performance of Mutual Fund?
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What is Mutual Fund?
A mutual fund is a collection of stocks, bonds, or other securities owned by a group of investors and managed by a professional investment company. For an individual investor to have a diversified portfolio is difficult. But you can approach mutual fund advisor and can invest in shares. Mutual funds have become very popular since they make individual investors invest in equity and debt securities easy.
When investors invest a particular amount of mutual funds, he becomes the unitholder of corresponding units. In turn, mutual funds invest unit holders money in stocks, bonds or other securities that earn interest or dividend. This money is distributed to unitholders.
If the fund gets money by selling some stocks at a higher price the unitholders also are liable to get capital gains. A mutual fund is quite simply a collection of stocks, bonds, or other securities owned by a group of investors and managed by a professional investment company. Thus the mutual funds are not the depositing instrument that has the guarantee of getting a certain amount but it is like any other securities where the investor can have capital gains or loss.
How do I track the performance of Mutual Fund?
KEEP EXPECTATIONS IN CHECK
Some schemes are meant for the long term, and some for the short term. Make sure you match your time horizon with what the scheme has to offer. So, if you invest in a liquid fund, and keep the money lying idle and look at its performance after a year or two, or worse, even later, you are bound to be disappointed. Typically, you would not have lost money, but would not see high returns either. For example, Birla Sun Life Cash Plus (BCP), a liquid fund, returned about 8.95% over the past five-year period as on 19 June, as per Value Research, an MF tracker. Sure, you haven’t lost money, but is just 8.95% growth over a five-year period, good for your corpus? Certainly not, and especially when diversified equity funds have returned 13% in the same time period.
Liquid funds are meant to park your money for a short while—a temporary place to deploy (and not invest) till you have a long-term vehicle for that corpus. BCP’s three-month return has been 2.21%; that sounds good if you match it with the time horizon for which liquid funds are meant for.
Similarly, if you invest in an equity fund, don’t check its performance too frequently, especially within three years. You may be disappointed as an equity fund is meant for the long run.
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How should you invest if you are a millionaire?
How can you create wealth steps to be taken?
STEP 1
•Build an Emergency Fund.
•Know Your Cash Flow.
•Pay Down Debt.
•Define Goals.
•Understand The Basics.
STEP 2
•Start Saving Early, Start invest regularly.
•Save Regularly through SIP, RD, Insurance, FD, Bonds.
•The longer you save, the more you make.
•Save in the Right Asset Class and Right Allocation.
•This will dictate how much wealth you create in the end.
•Even a Small Amount Saved Regularly, Is Great start.
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