Wednesday, July 18, 2018

Save specifically for certain goals. And keep a high equity exposure if the time period is long.

Within the equity allocation, diversify across fund houses and across categories.

Diversification must be smart. Don't go overboard with too many funds.

You don't need too many funds

There is more that goes into fund selection than just topping the performance chart.

It is a personal decision depending on your cash flow.

Out of four funds, three are from the Franklin Templeton stable.

When selecting funds, it is advisable to consider their performance over at least the previous three years to five years.

The long-term equity horizon is impressive. But the portfolio has zero debt exposure.

A portfolio overview

There are numerous factors that go into making such a decision.

Which is a good fund to begin an 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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