As per this article, if a SIP is in place for a minimum of 4 years it makes money no matter when the SIP started. Unfortunately the article doesn't talk differentiate between the return duration being positive and the SIP duration. I think the article assumes both periods to be identical. Now if the two were different - meaning I started an SIP whose duration was one year and I held the units for some period of time. Then, what is the minimum period of time I need to hold the units (after SIP got over which in this case was one year from the beginning) so that I will make money? For example if my SIP was from Apr 2008 to Mar 2009, then when should I sell the units before I start making money? In 2010, perhaps the market tanked and hence I wouldn't make money (just an arbitrary example, don't take me literally).
https://www.valueresearchonline.com/funds/fundanalysis.asp?schemecode=6762
https://www.valueresearchonline.com/funds/fundanalysis.asp?schemecode=6762
Beta and R Squared: https://www.valueresearchonline.com/story/h2_storyview.asp?str=3786&utm_source=2016-11-02-fundline&utm_content=Wed-1250&utm_medium=email&utm_campaign=fundline and http://www.relakhs.com/best-mutual-fund-scheme-risk-ratios/
Sharpe ratio: http://www.business-standard.com/article/markets/best-equity-mutual-funds-to-invest-in-114100400060_1.html
Use this site to pick or compare Indian funds across parameters like Sharpe ratio (which is reward/risk ratio). Remember you need to login to the site to make use of all the filters. But it's worth it.
Redeem MF through debit card: http://www.livemint.com/Money/DFS46z6cCPLh3ryHVgLeHM/Redeem-your-mutual-fund-investment-via-a-debit-card.html
Top performing MF's (Oct 2016): http://www.relakhs.com/best-top-equity-mutual-fund-sips-in-india/
FATCA: http://www.livemint.com/Money/RPIISbJHC0WNhTlSVj8gHJ/What-Fatca-requirements-mean-for-your-mutual-fund-investment.html
Good stocks to buy: (Oct 27, 2015)
http://economictimes.indiatimes.com/news/company/corporate-trends/et-500-stocks-that-pass-warren-buffetts-basic-screen-test-of-value-investing/articleshow/49515324.cms
http://profit.ndtv.com/stock/nmdc-ltd_nmdc - NMDC is a Consistent dividend paying company - seems like there is sell call on the company by institutions. Holdings by mutual funds: http://profit.ndtv.com/stock/nmdc-ltd_nmdc/holdings
Who (Mutual Fund) owns what (company)?: https://www.valueresearchonline.com/funds/comres.asp?code=4441&x=6&y=6
Additional reading:
Redeem MF through debit card: http://www.livemint.com/Money/DFS46z6cCPLh3ryHVgLeHM/Redeem-your-mutual-fund-investment-via-a-debit-card.html
Top performing MF's (Oct 2016): http://www.relakhs.com/best-top-equity-mutual-fund-sips-in-india/
FATCA: http://www.livemint.com/Money/RPIISbJHC0WNhTlSVj8gHJ/What-Fatca-requirements-mean-for-your-mutual-fund-investment.html
Good stocks to buy: (Oct 27, 2015)
http://economictimes.indiatimes.com/news/company/corporate-trends/et-500-stocks-that-pass-warren-buffetts-basic-screen-test-of-value-investing/articleshow/49515324.cms
http://profit.ndtv.com/stock/nmdc-ltd_nmdc - NMDC is a Consistent dividend paying company - seems like there is sell call on the company by institutions. Holdings by mutual funds: http://profit.ndtv.com/stock/nmdc-ltd_nmdc/holdings
Who (Mutual Fund) owns what (company)?: https://www.valueresearchonline.com/funds/comres.asp?code=4441&x=6&y=6
Additional reading:
- Buying annuity funds and insurance: http://www.marketwatch.com/story/earn-more-on-your-savings-the-right-way-and-wrong-way-2017-02-02
- http://www.moneycontrol.com/master_your_money/stocks_news_consumption.php?cat=mf&autono=1065979
- http://timesofindia.indiatimes.com/business/mf-simplified/mf-news/Mutual-fund-investors-are-their-own-worst-enemies-Expert/articleshowhsbc/47023361.cms
- http://www.livemint.com/Money/TyJ4OX6eBx9op4YesbVb4M/Guiding-you-through-the-maze-of-MFs.html
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