ALT Investment Services

One of my favorite categories of Mutual funds is the Multi-cap fund. Every mutual fund investor must have one multi-cap fund in their portfolio. What is a Multi-cap fund? As depicted in the above picture, A Multi-cap fund is an open-ended equity scheme that invests across large-cap, mid-cap, and small-cap stocks. There is no restriction with regards to minimum allocation to large-cap, mid-cap, or small-cap stocks. Here the fund manager has complete control to decide the amount of money that can be invested in large-cap, mid-cap, or small-cap stocks. One of the best performing Multi-cap funds is the  Kotak Standard Multi-cap fund . Here is the complete Review of this Fund: Mutual Fund House: Kotak Mahindra Mutual fund (Established 1998) Fund (Scheme) Name: Kotak Standard Multi-cap Fund (Started on Sept 11 2009) AUM (Asset under Management): This fund has AUM of Rs.23,881 Cr on March 2019. Below is the Investment Strategy of this fund : This fund fo...

The Best time to invest in ELSS Mutual fund is at the start of the Financial Year. Start your SIP in an ELSS fund in April instead of waiting for the Last Quarter. What is ELSS Mutual Fund? ELSS Mutual fund is a diversified equity-linked saving scheme (ELSS) that invests in a mix of large-cap, midcap, and small-cap companies. Being an ELSS scheme, the scheme comes with dual advantages of building wealth and saving tax. They are also known as Tax Saving Mutual fund. These funds have a 3-year lock-in which is one of the lowest amongst other tax saving instruments. A 3-year lock-in ensures that the money stays invested in equities and does not get perturbed by market ups and downs. Add to it, the fund manager can take much informed decision and look through the interim volatility.   One of the Best ELSS Mutual fund to Invest in Axis Long Term Equity Fund. Axis Long Term Equity Fund Fund House & Fund Start Date: Axis Mutual Fund – The Ninth Largest Mutual...