FAQ

How should I know the completion of a three year to sell an ELSS fund?
The 3 year period ends from the date of transaction. So if you are into an SIP then the 3 year will apply to each purchase in the SIP. People who want t...
Wed, 2 May, 2018 at 5:03 PM
What do we mean by rolling returns in mutual funds?
Rolling returns are simply returns for a given period. A 10 year rolling return on a given date is the annualised return from ten years prior, upto that ...
Wed, 2 May, 2018 at 5:03 PM
How can I learn mutual funds investment?
  The best way to invest is to go for direct plan mutual funds that do not deduct broker commissions. So you get higher growth and upto 40% more in long te...
Wed, 2 May, 2018 at 5:04 PM
Which sectoral funds are good for a 20-year-old investment horizon via SIP?
In general, Sectoral Funds are avoidable for both short term and long term horizons. The reasons are lack of diversification, higher expense ratios and l...
Wed, 2 May, 2018 at 5:04 PM
Does timing the market matter when investing in mutual funds?
The short answer is No. “Time in the market” is much more important than “Timing the market”. For this SIP is the best way to keep investing and growin...
Wed, 2 May, 2018 at 5:05 PM
In what section of the Indian tax does FMP in mutual funds come?
FMPs or Fixed Maturity Plans are a class of Debt Funds. They do not come under Section 80C. However they do offer good tax benefit as they are usually f...
Wed, 2 May, 2018 at 5:05 PM
What is the right decision, to live on rent for 20 years and start SIP in MF, or buy a home on loan for 20 Years?
Let us take an illustration. Assumptions: House rent Rs 10,000 per month for a house costing Rs 60,00,000. Rent increase by 6% every year. Home Lo...
Wed, 2 May, 2018 at 5:05 PM
How can I get a consolidated account statement for all my mutual fund investments in CAMS, KARVY, NSDL, etc.?
It is very easy to do this. Just send an email to switch@jama.co.in and you will get a consolidated portfolio. You can also tap the Import Portfolio ...
Wed, 2 May, 2018 at 5:06 PM
How do I invest in direct mutual funds through the AMCs?
It is very easy to do this on a single app or web platform that has tie ups with all the AMCs. Why not AMCs directly? Well, there are 30 to 40 of them and ...
Wed, 2 May, 2018 at 5:06 PM
What are the main things to concentrate while selecting mutual funds?
Here is a list of things to concentrate on when selecting a mutual fund: 1. Pick the right asset class suitable for your goal Equity funds invest in...
Wed, 2 May, 2018 at 5:07 PM