Wednesday, March 20, 2019

The Investment Management team provides some guidelines on how to proceed.

Select a debt fund to suit your investing tenure. Or use it for gradual investment into an equity fund.

A long term equity horizon with large-caps being the foundation make for a good portfolio.

Having a long-term perspective and starting early makes for an excellent start to the investment journey.

HDFC Balanced is now HDFC Hybrid Equity. And there is no need to panic.

Once you get the right mix, have patience and don't get too perturbed with short-term performance.

A reader has a query on viewing fund performance since the fund's inception.

A greater emphasis is on safety of capital and income, over growth.

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

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 ONLY related to mutual funds 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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