Monday, June 18, 2018

Equity mutual fund units held for more than 12 months are considered as long term.

How to calculate capital gains in mutual funds?

Equity Linked Savings Schemes, or ELSS, are equity diversified funds that offer a benefit under Section 80C of the Income Tax Act.

Should my ELSS investment be a lumpsum?

For a horizon of five years, which is better - a blue chip fund or a sector fund?

How to choose between a large-cap and sector fund

I am a new investor in my early twenties. How do I get started when it comes to creating an investment portfolio?

The first step to creating a portfolio

At the time of opening my SIP account, I had entered the time period as 60 months, or 5 years. Now I want to withdraw some money. If I do so, what is the penalty levied?

Can you sell units during an ongoing SIP?

The financial-services industry spends a lot of time discussing financial products, but this is just a small part of the picture for investors. We want to look beyond the markets and focus on the tremendous potential for people to become investors and for current investors to meet and exceed their goals.

Morningstar has always served as an independent voice for investors and the individual investor has always been our true north.

The team at Morningstar will now endeavor to answer queries related to savings, investment and portfolio planning from our readers.

As Steve Wendel, Morningstar’s head of behavioural science, says, “Morningstar is a champion of investors”.

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