5 Crucial Things To Know Before Investing In Equity Mutual Funds
Investors India|March 2023
Investing in equity mutual funds is an excellent way to diversify your portfolio and gain stock market exposure.
5 Crucial Things To Know Before Investing In Equity Mutual Funds

However, before investing in equity mutual funds, investors should consider a number of factors. Create an investment strategy that is well-suited to your goals in order to get the most out of your equity mutual fund investments. The best time to invest in equities mutual funds is when the investor is aware of their financial requirements, risk tolerance, and time horizon.

Remember, as your funds are exposed to equities, which is a volatile asset class, it will not be a linear growth of your funds over the short-to-medium term. Equities perform well over the long-term period. Therefore, when investing in equities mutual funds, there are a number of factors that both novice and experienced investors should bear in mind. Let us explore them.

1. Link investments to goal

Do not start investing without a goal in sight. Identify, and estimate the inflation-adjusted value for each of them and then start SIP towards them. For unmarried, starting with as little as possible and building a corpus for marriage needs or even otherwise helps in creating a habit to save. By investing regularly, you not only form a healthy habit but also keep away from the cardinal mistake of trying to time the market.

2. Adopt the SIP approach

この記事は Investors India の March 2023 版に掲載されています。

7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。

この記事は Investors India の March 2023 版に掲載されています。

7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。

INVESTORS INDIAのその他の記事すべて表示
ASK THE EXPERT
Investors India

ASK THE EXPERT

Ques. One of my friends told me that your company provides detailed Retirement plans. I want to know what is the procedure to get my Retirement plan. I will be retiring in March 2025. R.P Gupta, Noida

time-read
3 分  |
November 2024
How to Naturally Reverse Fatty Liver Disease
Investors India

How to Naturally Reverse Fatty Liver Disease

The liver, located on the upper-right side of the abdomen, is the body’s largest internal organ and plays a critical role in detoxifying the blood and processing nutrients.

time-read
2 分  |
November 2024
Banking sector which has underperformed in the last two years, now offers a favorable risk-reward profile
Investors India

Banking sector which has underperformed in the last two years, now offers a favorable risk-reward profile

Do you think the market is overpriced? Is yes, should investors refrain from investing in index schemes at the current valuation?

time-read
5 分  |
November 2024
India will continue to enjoy benefits of a close US relationship and trade will continue to grow
Investors India

India will continue to enjoy benefits of a close US relationship and trade will continue to grow

Q1. The US elections are said to be one of the closest till date, what impact will the election of a Republican / Democratic party have on the US economy and how is that going to affect India in the short as well as the long term?

time-read
3 分  |
November 2024
Understanding Momentum Funds
Investors India

Understanding Momentum Funds

Momentum funds are a type of investment fund that focuses on companies experiencing positive momentum in factors such as earnings, revenue, and stock price movement.

time-read
1 min  |
November 2024
Risks and opportunities associated with Small Caps
Investors India

Risks and opportunities associated with Small Caps

Small-caps are a stock-picker’s paradise.

time-read
2 分  |
November 2024
How to navigate your portfolio through bull market a
Investors India

How to navigate your portfolio through bull market a

Indian equities have been in a bull run for the past four years.

time-read
4 分  |
November 2024
Choosing mutual fund schemes depending on your age to achieve life goals
Investors India

Choosing mutual fund schemes depending on your age to achieve life goals

The choice of mutual fund (MF) scheme might be influenced by one’s risk profile or age.

time-read
3 分  |
November 2024
Thematic Fund Or Sectoral Fund, Which Fund Suits You?
Investors India

Thematic Fund Or Sectoral Fund, Which Fund Suits You?

A thematic fund is a type of mutual fund that focuses on investing in companies based on specific themes or trends.

time-read
2 分  |
October 2024
Be Kind To Your Kidneys
Investors India

Be Kind To Your Kidneys

The kidney is a vital organ in our body which is four inches long and two and a half inches in width.

time-read
5 分  |
October 2024