About the Personal finance category

Personal finance
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You can post all your queries related to mutual funds here.

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SIR WHY I HAVE TO INVEST INTIALLY 5000 IN THE OPEN ENDED FUNDED IN THE ZERODHA FOR THE SIP
AS IN ANOTHER DEMAT ACOUNT UCAN START IT BY 500,1000. SO WHY I HAVE TO INVEST 5000 IN THE ZERODHA .[quote=“Bhuvanesh, post:1, topic:9178, full:true”]
You can post all your queries related to mutual funds here.
[/quote]

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I can’t find mirae asset india opportunity fund (g) on coin. I guess customer support on telephone would help and guide people while choosing the fund

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The fund has been renamed to Mirae Asset India Equity Fund.

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I think you’re talking about lumpsum MF (one time investment) which requires the minimum investment of Rs. 5,000.
In case of SIP (Monthly investment), the minimum monthly requirement is 500 (mostly in case of ELSS), otherwise 1,000 for all funds.

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Sir, should I invest a huge amount only during the market crackdown and minimise my investments when markets are on the top of a rally

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Sir, Its better to invest amount in short span of time. Take a SIP of any best 5 funds or as per your need. Check about the past performance of the funds. Also, check the AMC and Managers who are handling the funds. This will help you to select the best funds. I do follow some of the QnA in investorq portal. I request you to read for your knowledge.

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We can buy Bharat bond through exchange as well as through ‘coin’ in funds of fund. What is d difference between buying as etf and buying from coin?? Plz explain

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(1) Is there any Mutual funds OR ETFs ; for currency (e,g. USD , pound , Euro etc;) ?
(2) Is there any Mutual funds OR ETFs ; for Crypto currency (e.g. bitcoin etc.) ?

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I have been investing in the following SIPs , If is OK If i continue? or please suggest changes, if required:

Axis Blue Chip
Axis Long Term Equity Fund
Axis Mid Cap
Canara Rebecco Bluechip Fund
Kotak Bluechip Fund
Kotak Flexicap Fund
Mirae Asset Emerging Blue Chip Fund
Mirae Asset Large Cap Fund
Parag Parikh Flexicap Fund
SBI Nifty Index Fund
UTI Flexi Cap Fund

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@vinodvarun in the above list there are lot of funds which are overlapping with the stocks they hold in that.
For e.g Axis Blue Chip & Kotak Bluechip Fund have approx 70% same stocks. So having one of them should be enough in my opinion.

This looks over-diversified with redundant funds

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The Personal Finance category encompasses the management of an individual’s financial activities, including budgeting, saving, investing, and planning for future financial goals. It involves making informed decisions about how to allocate resources effectively to achieve financial stability and growth.

Investment Plans in Dubai are a key component of personal finance, particularly for those looking to grow their wealth in the region. These plans offer various options for investing in stocks, real estate, mutual funds, and other financial instruments tailored to meet different financial goals and risk appetites. By incorporating Investment Plans in Dubai into your personal finance strategy, you can strategically build and manage your wealth, taking advantage of the region’s dynamic economic opportunities.

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There is no difference in the portfolio because both aim to replicate the performance of a specific index like (Sensex, Nifty50 & S&P BSE 500). But they have some key differences like-

  1. Trading: An Index ETF can be traded like a stock but a mutual fund bought and sold at the end of the trading day at the Net Asset Value (NAV)

  2. Costs: In ETF typically has lower expense ratio and may involve brokerage fees when buying and selling and Index MF may have slightly higher expense ratios but dosen’t involve brokerage fees.

These differences make Index ETFs more suitable for the investors.