Equity valuations are high: 6 things to keep in mind while rebalancing your investment portfolio

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Equity valuations are high: 6 things to keep in mind while rebalancing your investment portfolio It is a good practice to review and rebalance your portfolio. This year has already provided two event-based rebalancing opportunities. Deciding to review and rebalance is only the first part, the more important part is the implementation. Given below is a guide on how you should go about it. Are new equity large-cap mutual funds better than struggling peers? Here's what investors should do The same obstacles faced by the existing schemes are likely to come in the way of any new large-cap funds. How then can the newer offerings offer a better experience to investors? Experts point out there are limited tools at the disposal of large-cap funds to beat indices. Podcast: Have you been committing these financial planning sins? The Covid-19 pandemic has thrown light on the many mistakes we have been making with our financial planning. In this episode of the podcast, Suresh Sadagopan, founder of Ladder7 Financial Advisories takes us through some of these shortcomings in our financial plans. Host: Tania Jaleel; Producer: Paramveer Singh How new riskometer will help you pick the least risky debt mutual fund scheme From January 1, all schemes will be labelled separately for risks. Mutual fund houses will have to communicate changes in the risk profile to investors on an ongoing basis. The revised riskometer will be able to bring out differences in risk profile of funds within the same category. Here's how. From our Partners How this B-School dealt with placements in pandemic Technology always needs to be supported with knowledge and vice-versa From our Partners Brand Discovery through Social for Festive Campaigns Let's talk digital: Win the festive season by driving brand discovery through Facebook and Instagram Can India Inc pull off another surprise with Q2 results? How these 10 sectors could fare How will the second-quarter results be compared to the same period last year or y-oy? On y-o-y basis, it may mimic the first quarter pattern of some companies doing well and others doing badly. However, the number of companies that will do well is expected to go up in the second quarter. What is the first requirement of getting returns in investing? Those who have a monthly salary do not have the option of investing lump sum. The first requirement for getting returns in investing is that you must invest and keep investing a regular portion of your income and not get tempted to do something else with that amount. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 10.74 3.22 19.42 2.54 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 10.16 10.67 23.91 2.39 Invest Now Axis Bluechip Fund-Growth ★★★★★ 9.34 1.99 18.67 2.46 Canara Robeco Bluechip Equity Fund Regular-Growth ★★★★★ 8.77 9.12 22.84 2.23 ICICI Prudential Sensex Index Fund Direct - Growth ★★★★★ 8.39 4.28 28.54 4.07 Invest Now Three ways to invest in gold One of the way way to invest in gold is through gold Exchange Traded Funds (ETFs). Units of gold ETFs are listed on the stock exchange and one can buy units from there. ​​However, for investment purposes one can invest in gold in different ways. Will colour-coded health insurance policies ease buying for customers? All individual health plans will be allotted three colours— green, orange and red—to indicate the level of complexity of the product. The colour shall be decided on the basis of scores, which shall be on a scale of 0-6, and the scores will be assigned on seven parameters.

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Financial Calculators Old or new tax slab regime? Use this calculator to find out 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. 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.

Axis Bluechip mutual fund review: A strict bias towards quality This fund has been an outlier within the large cap category for the past few years. Its strict bias towards quality has seen the fund run a very compact portfolio with a distinct 100% tilt towards large caps, bulk of which is parked in the bluechips. Bandhan Bank's strong asset quality and other reasons why it is stock pick of the week Bandhan Bank's collection which crossed 92% mark in September is expected to reach normalcy in the coming months. The bank's strong asset quality with gross and net NPA ratios at 1.43% and 0.48% respectively has made it a favourite of analysts. If you don't care about tax concessions, here are ways to donate and make a difference By stepping in to help, you can make a difference. However, you must not be the lazy donor who simply signs a cheque. You should be willing to spend some time and energy and become involved. 10 financial learnings from Ravana's life If you invest in a particular stock or buy property, but it starts going downhill, do not hesitate to sell and make good your loss. As you celebrate Dussehra, follow these financial rules that stem from various aspects of Ravana's life, says ET Wealth. How gold, silver performed during the week ending October 15, 2020 Here is a weekly tracker of returns from gold and silver. During the week, gold gave up early gains and ended flat. Further, silver moved along with gold and ended the week at previous week's levels. How to save, spend during coronavirus pandemic You should try to save by cutting your discretionary expenses, so that you don't have to go into debt for your survival. With digitisation opening up a lot of new opportunities, you must look out for some ways to supplement your income. Realty hot spot series: This Ahmedabad locality is served by a strong road network Properties in Paldi-Ambawadi are priced between Rs 3,800 per sq ft and Rs 7,500 per sq ft. A 2-BHK (1140 sq ft) costs an average of Rs 55 lakh and a 4-BHK (3,260 sq ft) costs approximately Rs 2.01 crore. MF portfolio doctor: Pal needs to increase mutual fund SIP amount every year to achieve money goals The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. What are money market mutual fund schemes? The idea of these funds is to offer good returns over a period of up to one year while maintaining high levels of liquidity.

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