Parameters for it :  1. Should have good customer support for managing portfolio  2.shluld have good record of managing assets  ( Lower expess ratio,less tracking error,good returns).

Welcome to Personal Finance's Private Community

Parameters for it : 
1. Should have good customer support for managing portfolio 
2.shluld have good record of managing assets 
( Lower expess ratio,less tracking error,good returns).

Which is the good AMC to invest for index funds?

Software Developer

Which is the good AMC to invest for index funds?- Grapevine

Hi everyone,
How do you guys decide mutual fund to invest in? Most people go by recommendation by friend or ca but if you want to do your own research it's still tough to decide. Tutorials online will narrow down 1000s of funds to couple of hundreds. How to decide after that? Or is there any other sip that I can starts like ETFs?

Mutual funds

Data engineer

Hello folks. While I'd like to remain anonymous very much, here's what I can share about myself.

1. Working in consumer finance.
2. Love personal finance and helping people out with it.
3. Have published 10,000+ pieces of financial content in the mainstream media.
4. Wrote a best-selling book on money management. It was No. 1 on Amazon once upon a time. 
5. Lately been appearing on TV regularly for personal finance discussions.
6. Saved like crazy through my 20s and 30s, brought two apartments; have an 8-figure net worth mostly thanks to my mutual fund investments. It's not much but it's hard-earned.
7. My unrealised aspiration is travel and I'm working on it now.

No, I'm not selling anything. No commissions, no referral links, no finfluencing. 

Just want to talk, exchange ideas, and learn from you all. Maybe I'll feature you in my next book. :)

Ask me anything.

Let's talk money habits.

Corporate Strategist

Has anyone invested through True Beacon, Nikhil Kamath’s wealth management startup for UHNIs? How has the experience been?

True Beacon

Founder

Planning to just invest 5k per month as sip in mutual funds, what are the things i should look out for

Hey please suggest 2 mutual funds, iam planning to invest 16 k ,sip,long term...thank you

UX/UI Designer

I have some funds which I want to invest, but little confused where to invest. 
Please advise.

Where to invest in ELSS or Index Funds

Can anyone suggest some best mutual funds to invest in India ?

Project Manager

Should i do any changes in my SIPs?

Data Scientist

Hi All, I need advice on how to invest my savings, don't have much to save but can save 3-5k a month, what will be the best option to invest the amount regularly. Kindly suggest.

Advisory

Apps / Websites that you use for trading stocks , mutual funds, us stocks , fds, bonds and more.

Share your investing tech stack

Senior Product Manager

Current Portfolio review - Anything that I should consider selling? (Shared my current SIPs desc/ratio in another post due to single image/post limitation, I've done 35k/70k/1L LTCG Profit harvesting in last 3 years)

Product Manager

Welcome to Fintech India's Private Community

Please evaluate my monthly equity SIP allocation and suggest any changes.

Monthly in-hand salary (after tax): ₹2.6 lakh  
Age: 23

Monthly Mutual Fund SIP:
- Total: ₹91,000
  - Axis Small Cap: ₹5,000
  - Axis Mid Cap: ₹10,000
  - Parag Parikh Flexi Cap: ₹28,000
  - ICICI Prudential Nifty 50 Index: ₹32,000
  - Motilal Oswal Nasdaq 100 FoF: ₹16,000

The rest of my salary goes towards expenses, FDs, NPS, P2P investments, etc. I am also accumulating wealth in short-term investment products for a down payment as I plan to invest in a house next year (for rental income).
Not willing to withdraw from mutual funds at least for the next 6-7 years, maybe even 10 years.

Should I shift my mid-cap/small-cap SIPs rom Axis to Quant due to the hype around Quant AMC these days?

Review my monthly SIP of 91k

Software Engineer

DISCLAIMER - I have no intentions to become a finfluencer. These posts are just to trigger personal finance conversations as I see many noobs chasing small/mid caps without a fundamental understanding. 

*3 interesting parameters to select MFs!*

1. Standard Deviation - It reflects the range of returns from the investment amount. 10% SD on 1000 rs investment can return from 900 to 1100. Higher the SD, riskier the investment.

2. Beta - This reflects the downside of MF against the benchmark. Beta < 1, fund has better downside protection. If Beta > 1, fund might fall more if markets see a correction. 

3. Alpha - It reflects upside on fund when risk-adjusted against benchmark. Risk adjustment in easier terms can be absorbed as if benchmark index would have taken similar volatile stocks what would have been returns associated with it. To connect the dots, a fund can have higher positive returns with higher negative returns. Alpha will absorb downside and reflect upside after that. 

Exercise - Check the SD, Alpha, Beta of any two funds in the same category and share your learnings. 

For any category of funds (flexicap, small, large) these 3 parameters can be used for comparisons. Few more parameters are there but those can be explained later. 

Which factors you use while buying a Mutual Fund?  

Happy Weekend!

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