Mutual funds re-categorisation: Here's how to review your portfolio

THE ECONOMIC TIMES Tue, May 22, 2018 | 06:30 AM IST ET Wealth Newsletter

WHAT'S HOT #RERA,#sukanya samriddhi yojana calculator,#income tax,#tax filing,#critical illness,#taking a personal loan,#tax saving

Mutual funds re-categorisation: Here's how to review your portfolio From new categorisations to merger of schemes to change in mandates, funds are undergoing several changes. It may be time to review your portfolio. Stock market: Why you should consider selling this May At current levels the market is looking toppish, experts seem to think. 'Sell in May and go away' may not work always, but may work this time. How rising bond yields will impact your savings Yields and prices are inversely related. Price of bonds issued in the past gets adjusted according to changes in yields/interest rates. The Fortis board: directors or directed? The board is in disarray, but even among the shambles the former promoters' hand is hard to miss. Air India privatisation: Counting the people costs Once Air India changes hands, dozens of new jobs will be created, but before that the new owners will face an uphill task managing human resources. Even retired employees might be affected. Government wants to have the disinvestment cake and eat it too From being an insignificant part of the government budget, share sale in PSUs is taking centrestage. But is disinvestment fulfilling its promises? From our Partners Now get your life covered upto 100 years with the new iTerm plan from Aegon Life From our Partners Start Investing in Mutual Funds with as low as INR 500 with ET Money! A complete investing solution for smarter generation; Invest in Mutual Funds, Manage Expenses & Buy Insurance online Ignore these new mutual fund categories to simplify your investment: View Sebi has formalised a system of mutual fund classification. Even though it is still not 100% satisfactory, this is a very big step forward in fund regulation. Why women need to save more than men for a secure retirement Being a woman puts you at a disadvantage when building your retirement corpus as you will need to save at least twice as much as a man. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -0.21 -1.94 12.84 15.41 Mirae Asset India Equity Fund Direct- Growth -0.71 -1.09 11.76 13.84 Invesco India Growth Opportunities Fund Direct-Growth -3.03 2.98 19.66 13.81 Kotak Select Focus Fund Direct-Growth -1.97 -1.29 8.35 13.51 Kotak Classic Equity Fund Direct-Growth -1.61 4.07 20.62 13.17 FeaturedDSP BlackRock 10Y G-Sec Fund Direct-Growth ★★★★★ 0.00 -2.66 -0.15 6.90 Start SIP Seven vital trade-offs you will face at work and how to deal with them Every trade-off comes with an opportunity cost. Therefore, you have to make your choice after weighing them properly. Know the transplant expenses covered, excluded when buying health insurance As such surgeries can ruin a family financially, a large enough health insurance cover is a must. We decode transplant coverage in health insurance policies.

Financial Calculators New LTCG tax calculator: Plan, compute your tax Use this tool to calculate long-term capital gains (LTCG) and the corresponding LTCG tax for listed shares and units of equity-oriented mutual funds. Tax Impact Calculator This tax calculator will help you estimate your tax liability. Just input your personal income details and know how much you would be liable to pay.

5 dividend paying stocks that can be good investments in a volatile market Consistency of dividend payments, non-cyclical business, stability in profits are signs of a fundamentally strong dividend paying company. Pros and cons of making a lateral career move A job in a different department can also offer greater responsibilities and challenges, or help the employee avoid a dead end. A student's guide to taking and repaying an education loan When deciding on the institute and course you want to pursue, don't be lured by the easy availability of education loans. Why passive investing through index funds helps when one lacks expertise There is a huge volume of literature that documents the behavioural biases we suffer from when we have to make investment decisions. Why you should not try to time the stock market As the stock market surges to new highs, retail investors, who missed a lot of the initial rise, become keen to make up for the opportunity lost and jump in. How to do mutual fund transactions using UPI Investors can now make payments for their online mutual fund transactions using Virtual Payment Address (VPA). Here's how you can do it. Kotak Emerging Equity Fund: Superior risk-return profile We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision. MF Portfolio Doctor: Sushmita will have to defer buying house but can reach all her other goals The Portfolio Doctor assesses the health of fund portfolio, examines the schemes and their suitability with regard to the goals and suggests corrective measures. Family finance: Why Mahesh needs to sell his property to buy a constructed house Mahesh will have to put off his goals of buying a car in one year and taking a vacation worth Rs 5 lakh in two years due to lack of surplus. Stock pick of the week: What makes Jubilant Life Sciences analysts top bet Better than expected 4th quarter results, improving pharma business, launch of new products, debt reduction and reasonable valuations have made it a top pick. Tax Optimiser: How professional Mavalankar can save tax via NPS, rejigging perks Varsha Mavalankar's pay structure is fairly tax friendly but there is scope to reduce the tax by over Rs 40,000 if she gets more tax-free perks. Alternative investment returns monitor: For the week ending May 16, 2018 Here's weekly tracker of returns from alternative investments. But don't compare these with traditional investments as purpose of such investments is different.

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