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Seeking financial freedom !!!
17-Aug-2018
Pro #Mutualfunds #tip : If you have a lumpsum amount lying idle in your bank account first put the money in a liquid fund then start a monthly STP to an equity fund .. This will give you averaging benefit of SIP plus 6-7% on the #LiquidFunds . For example I want to invest in L&T emerging equity and I have 1 Lakh in bank account. Investing Lumpsum will give me today's NAV which may be high or low.. no body knows.. difficult to time the market right..So, I will put the money in L&T liquid fund and then do a monthly #STP for atleast 12 installments...Hence I will get the average NAV of next 12 months and also the benefit of 6-7% of returns in liquid fund.. #HappyInvesting #LiquidplusSTP Read More...
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17-Aug-2018
Nice one 👌 Read More...
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Seeking financial freedom !!!
20-Aug-2018
#Pro #tip 2 : Always look at the fund AUM while investing in a small cap, mid cap and multicap fund .. Case in point  $ICICI Prudential Value Discovery Fund - Direct Plan - Growth  : use to give 17-18% CAGR till 2014.. when its AUM went beyond 10000 Cr it no longer remained a multicap, it essentially became a large cap and hence the fall in performance... Comment on this post if you want to know more regarding this pro tip.. I have more examples for you...  #MutualFunds  Read More...
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20-Aug-2018
Correct. look @ mirae & dsp they stopped talking lump sums in a few schemes keeping the interest of existing investors. too much aum leads cramping fund manager. Read More...
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