Invest in Equity Mutual Funds. What is Indexation? Meaning, Indexation benefit, Debt Funds Indexation - UTI Mutual Fund. It is a known fact that the purchasing power of money reduces over time.
An Rs. 2000 note today will fetch lower value a year later and further lower a decade later. In normal parlance, this is referred to as inflation, which reflects the increase in prices of commodities and services across different periods. Income tax laws also conceptualise this reality through the provisions of indexation benefit while calculating the capital gains on investments. How are Capital Gains Calculated? Invest in Hybrid Mutual Funds. UTI Mutual Fund - Mutual Funds India. UTI Mastershare Unit Scheme Long Term Performance Story October 2021.
What is Arbitrage Funds? - Meaning, Benefits, Taxation And How to Invest in Arbitrage Fund. An Arbitrage fund is a mutual fund scheme following an arbitrage strategy to generate returns for the investors.
In other words, it looks out to extract benefits out of the inefficiencies in the equity markets in terms of pricing specific stocks at different prices in different market segments, i.e., cash segment, and futures segment. As SEBI (Securities and Exchange Board of India) has now also allowed for the interoperability for the stock trades across different exchanges, the arbitrage funds in India may also look out for differential pricing of the stocks in BSE and NSE and trade concurrently to generate returns. Such funds enjoy the trust of investors for its inherent benefits of generating risk-free returns, and as on 30th June 2020, such funds carry an AUM (Assets under Management) figure of Rs. 72,079 crores across the industry Source - AMFI Features of Arbitrage Funds. Invest in UTI Nifty Index Fund. Frequently asked questions *UTI Nifty Index Fund is an open-ended Index Fund scheme replicating/tracking the Nifty 50 Index.
*The scheme consist of top 50 largest companies by its free-float market capitalization. *Size i.e. Asset Under Management, Cost i.e. Invest in Debt Mutual Funds. Invest in UTI Mastershare Unit Scheme. Invest in Hybrid Mutual Funds. Invest in UTI Dynamic Bond Fund. Types of Mutual Funds. Invest in Overnight and Liquid Mutual Funds. Everything you need to know about NFO Nifty200 Momentum 30 Index Fund - UTI Mutual Fund. Nifty 200 Momentum 30 Index is an index constructed to track the performance of 30 high momentum stocks which are part of Nifty200 Index.
It has been created and maintained by NSE Indices Ltd., a subsidiary of the National Stock Exchange of India Limited (NSE), with a base value of 1,000 on 1 April 2005. The index is reviewed and rebalanced on a semi-annual basis in June and December each year. Equity Mutual Funds. How to invest in Mutual Funds - Step-by-Step Guide. What is an SIP.
Invest in UTI Mid Cap Fund. Invest in UTI Banking & Financial Services Fund. What is Nifty 200 Momentum 30 Index and How It works? UTI Exchange Traded Funds. Comparison of recurring deposit vs. SIP. Types and Benefits of Money Market Funds. UTI Mid Cap Fund Main Creative. Inube Verification. UTI Swatantra. UTI Overnight Fund. Solution-oriented Mutual Fund - Types, Benefits and Taxation of Solution-oriented Funds - UTI Mutual Fund. Solution oriented mutual funds are such funds that aim to fulfil the specific financial goals of the investors, like retirement, child’s education, marriage, etc. To encourage the investors to invest for the long term, such funds tend to carry a lock-in period of 5 years or till the attainment of the age of retirement/ child’s majority, whichever is earlier.
Solution-oriented funds are preferable those investors who are looking to link their investments with specific goals. How to Invest in Debt Funds - UTI Mutual Fund. Debt funds are a type of mutual fund schemes that invest predominantly in debt securities.
Since a significant proportion of debt securities issued in India are fixed interest-bearing securities, such funds tend to provide stable and reasonable returns. However, the valuation of the debt securities may also fluctuate due to the changes in market interest rates and credit profile of the issuer entity. The risk of such fluctuation in the valuation is referred to as interest rate risk and credit risk. Different types of debt mutual funds carry different investment objectives and target securities to invest in and, thus, remain suitable for investors with different risk profiles. SIP Top-Up Facility - Meaning And How SIP Top-Up Works? - UTI Mutual Fund. Financial planning is about preparing a roadmap for effective achievement of the financial goals in the desired time frame, after considering the available resources and investible surplus.
A systematic investment plan (SIP) is one of the most efficient modes to move ahead in the investment journey that helps inculcate a sense of financial discipline to make regular and consistent investments. However, financial plans must be regularly reviewed for the following reasons. Equity Fund. What is SIP Pause Facility? Retail investors have continued with their investments in mutual funds through Systematic Investment Plans (SIPs) with monthly SIP inflows in March 2020, hitting an all-time high of more than Rs. 8,600 crores.
Source - AMFI However, with the ongoing volatility coupled with the impact on the regular income and cash flows, many investors are considering discontinuation of their SIPs. In such a time, the investors have two options before them: Should I Remain Invested In Debt Funds? Mutual Fund. Invest in Debt Mutual Funds. Systematic Planning Calculator. Invest in Overnight and Liquid Mutual Funds. ELSS Mutual Fund. Wealth Fund. Types of Mutual Funds. Systematic Planning Calculator. Multi Asset Fund. Invest in UTI Nifty Index Fund. Tax Savings Solutions. Invest in UTI Nifty Index Fund. Systematic Planning Calculator. Mutual Fund Calculator. Types of Mutual Funds. SYSTEMATIC INVESTMENT PLAN.
Invest in Debt Mutual Funds. Systematic Planning Calculator. Invest in UTI Equity Fund. • The Fund is positioned as a multi cap fund investing across the market capitalization spectrum • The Fund shall comprise of high quality businesses that have an ability to show strong growth for a long period of time and are run by seasoned managements -“Quality” companies performs across market cycles -“Quality” companies mitigate drawdown -“Quality” companies rebound faster based on the strong fundamentals of balance sheets & business models • The Fund would follow a bottom up stock selection with well defined metrics of free cash flows, capital efficiency and ability to compound earnings The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.
However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved. Invest in Hybrid Mutual Funds. Invest in Exchange Traded (ETF) Funds. Invest in Equity Mutual Funds. Invest in Debt Mutual Funds. Invest in Overnight and Liquid Mutual Funds. Invest in Hybrid Mutual Funds. 6 reasons to enrol into a Money Management Programme today. You have heard a lot about how financial management programmes have helped people take control of their personal finances and realize their dreams.
Wondering if it’s for you? Check out the top benefits offered by these programmes. Money Management – The skill you have to learn to start building your wealth. Money management is fundamental since it is about how you handle your hard-earned money. Top 5 costly retirement planning mistakes to avoid – And how to fix them! While it’s nice to quit the rat race once for all, you need to have the means to continue providing for the cheese, even after you retire!
Here in this article, you can find the list of top 5 retirement mistakes to avoid and smart ways to overcome it. With umpteen bills to pay and endless financial commitments to keep, retirement isn’t the first thing that is on one’s mind. After all, why bother about something that’s years away? Right? Wrong! What to look for when choosing a money management programme? Most of us are so focused on fulfilling our current financial needs that we often fail to think about the future.
While you might be living a comfortable life now and believe that you are doing a commendable job with your current financial needs, it is very important to ensure that you are doing equally well about providing the same level of comfort for yourself, 20 or 30 years down the line. A professional money management programme is a key step to plan your long-term financial goals and achieve them effectively. However, not all these programmes are of the same level, and do not offer you all that you need. Retirement Planning through an Efficient Money Management Program. S01E03: The one magic rule.
S01E04: Two important reasons why people fail to become rich. Five Money Management Mantras For Women To Follow In 2018. Women indeed wear multiple hats! On any given day, they play at least ten different roles –housekeeper, chauffeur, cook, tutor, caretaker, coach, all while being employed in a full-time or part-time job. Unfortunately, amidst this wide array of responsibilities, women often neglect a crucial aspect of their life – managing their own finances – and leave that to somebody else. While it’s true that most women are in charge of paying the household bills, what they often fail to do is do is any personal financial planning. This means retirement plans and other important investments often take a backseat.
Financial Freedom - Just Ahead; Start by Practicing these Five, Simple Steps in 2018 by Rinku Mishra. By Rinku Mishra Writer Financial Freedom – Isn’t that the ultimate goal for which all of us are toiling? But are you doing the right things which ensure that you are on track to achieving this? Ask yourself the following questions- Are you: • Having your monies lying idle in a bank account? Five Financial Planning Rules for Those in their 20s. You must have heard the words Financial planning and Financial Freedom from people around you (especially elders), many times. But, what exactly are these two terms? Both these terms are interlinked, for you cannot have one without the other. Financial Freedom - Just Ahead; Start by Practicing these Five, Simple Steps in 2018 by Rinku Mishra. Financial Planning — Five essential things to expect from your... Secrets For Making A Good Household Budget - A legend in the field of Loan Advice.
Golden Tips for Smooth Financial Planning. Reasons You Should Think About Financial Planning. Planning For Retirement: Things To Do For A Successful Life. Introducing The AZAD Programme. S01E01: What does rich mean to you? The Eight Commandments of Money Management for Your 30s. How Financial Planning Helps In Wealth Creation. The Art Of Successful Money Management For Teenagers.