Artho Shots Archives - Page 9 of 35

#282 – Portfolio Rebalancing: A Smart Strategy for Investors

Portfolio rebalancing in India is a vital strategy to maintain your investment goals. It involves adjusting your asset mix—equities, debt, gold—to align with your risk appetite and objectives. Rebalancing is a key in volatile markets. How does it work? Let’s break it down. What Is Portfolio Rebalancing? Portfolio rebalancing in India means realigning your portfolio’s …

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#281 – Exit Load: What It Is and How It’s Calculated

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Exit load in India is a fee mutual funds charge when investors redeem units early, discouraging short-term exits. It protects long-term investors and stabilizes fund management. With mutual fund AUM at ₹65.74 lakh crore in 2025, per AMFI, understanding exit loads is key. What are they, and how are they calculated? Let’s break it down. …

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learn about Pure Equity Vs Asset Allocation

#280 – Pure Equity vs Asset Allocation: Which Wins?

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Pure equity vs asset allocation in India shapes how investors build wealth. Pure equity focuses solely on stocks or equity funds, while asset allocation diversifies across equities, debt, and more. With mutual fund AUM at ₹65.74 lakh crore in 2025, per AMFI, choosing the right strategy is key. Which suits you? Let’s break it down. …

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#279 – Flexi Cap Funds: Versatile Wealth Creators

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Flexi cap funds in India offer investors a dynamic way to tap into equity markets. These mutual funds invest across large, mid, and small-cap stocks without rigid allocation rules, thus adapting to market conditions. Now, flexi caps are surging. Why are they popular? Let’s break it down. What Are Flexi Cap Funds? Flexi Cap Funds …

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#278 – How to Analyze a Mutual Fund Before Investing?

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Analyzing a mutual fund is essential for making informed investment decisions, especially in India’s growing financial market. Understanding the right metrics can help you select funds that match your financial goals. Picking the right fund can boost your wealth, but it takes effort. What should you check? Let’s break it down. Check Historical Returns: First, …

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learn about Interest rates and Mutual Funds

#277 – Interest Rates and Mutual Funds

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Interest rates and mutual funds in India are closely linked, shaping returns and investor choices. The RBI’s repo rate, at 6.5% in May 2025, influences fund performance, especially debt funds. Hence, understanding this dynamic is crucial. How do rates affect funds? Let’s break it down. Debt Funds: Sensitive to Rate Changes Interest rates and mutual …

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#276 – The 8-4-3 Rule for SIP

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The 8-4-3 rule for SIP in India is a powerful strategy to build wealth through disciplined investing. It shows how Systematic Investment Plans (SIPs) leverage compounding over time. With mutual fund AUM at ₹65.74 lakh crore in 2025, per AMFI, this rule is a game-changer. How does it work? Let’s break it down. What Is …

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#275 – Asset Classes in Investments

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Asset classes in investments in India are the building blocks of a diversified portfolio. From equities to real estate, each offers unique returns and risks. Understanding these options is key. What are they, and how do they work? Let’s dive in. Equity: High Growth, High Risk Equity is a major asset class in investments in …

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#274 – Passive Funds: Simple, Low-Cost Wealth Builders

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Passive funds in India are transforming investing with their low-cost, market-tracking approach. These funds, including index funds and ETFs, mirror indices like Nifty 50, requiring minimal management. The investment in passive funds is surging.Why the hype? Let’s dive in. What Are Passive Funds? Passive funds are investment vehicles that aim to replicate the performance of …

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#273 – Momentum Funds: Riding the Market Wave

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Momentum funds in India are gaining traction as investors seek to profit from trending stocks. These funds invest in securities with strong recent performance, thus betting on continued price rises. These funds are a dynamic choice of investors. What are they, and should you invest? Let’s explore. What Are Momentum Funds? Momentum funds in India …

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