Auto stock gets up to 13% upside after Q3 results; brokerages peg Rs 999 profit per share — Check targets

Vodafone Idea share: After 74% surge in 6 months, KM Birla adds 5.96 crore shares—Is more upside left?

Rs 2,300 profit per share? Brokerage sees up to 33% gain after Q3 results in this healthcare stock

61% Profit in Q3: Titan share price hits life high as brokerages retain Overweight and Buy calls

Stock Market Today: Bulls stay in control after 3-day rally; Sensex above 84,400, Nifty reclaims 26,000

Stock Market: Can Nifty reclaim the 26,000 mark today? What global cues indicate

Anil Singhvi Market Strategy (Feb 11): How to trade Nifty50, Nifty Bank today

Stocks to Watch Today (February 11, 2026): Mahindra & Mahindra, Ashok Leyland, Patanjali Foods, Oil India, BHEL and more

Indian Railways conducts first successful trial of stainless steel containers for salt loading

Government to sell 5% stake in BHEL via OFS at Rs 254; sale could fetch Rs 4,422 crore

Mutual funds are fast gaining traction among the public in general. However, investors are still not fully aware of the diversification of their portfolio, what kinds of mutual funds are suitable for their investment goals and how to maximise their returns? If we go by the experts' advise people have three types of investment goals — short-term, mid-term and long-term. They say for short-term goals, mutual funds should be avoided as it takes around two to three years for indexing of the NAV and hence it starts giving return or return on the mutual fund investments become visible after two to three years. For mid-term which spans from 7-10 years, an investor should go for balanced mutual funds while for long-term investment goals one should go for the equity or ELSS mutual funds as it gives around 2.5 to four per cent more than a normal mutual fund plan.
See Zee Business video below:
<blockquote data-lang="en"><a href="https://twitter.com/hashtag/LIVE?src=hash&amp;ref_src=twsrc%5Etfw">#LIVE</a> | AMC के मर्जर का निवेशकों पर क्या होगा असर? जानें <a href="https://twitter.com/hashtag/MoneyGuru?src=hash&amp;ref_src=twsrc%5Etfw">#MoneyGuru</a> में <a href="https://twitter.com/pallavi_nagpal?ref_src=twsrc%5Etfw">@pallavi_nagpal</a> के साथ। <a href="https://t.co/taYhnMtjhh">https://t.co/taYhnMtjhh</a>
— Zee Business (@ZeeBusiness) <a href="https://twitter.com/ZeeBusiness/status/1144590527964123136?ref_src=twsrc%5Etfw">June 28, 2019</a></blockquote>
<script async="" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>Elaborating upon the investment goals and its connection with the type of mutual funds an investor should choose, Tanveer Alam, MD, Fincart said, "An investor does invest to achieve one's investment goals. so, the selection of the plan becomes important for achieving their investment goals. If we go by the psychology of an investor, he or she would look at the return that a plan gives rather how much a plan would return at the time of maturity. One should look at a plan through this angle and then decide which plan he or she is going to choose for investments." However, Tanveer Alam of Fincart said that for mid-term investment goals like buying a car or downpayment required for availing a housing loan, a fund for child studies etc., one should go for the balanced mutual funds as the risk factor involved in these types of mutual funds are quite low. But, for long-term investment, say retirement planning, the wedding of daughter etc., one should opt an equity or ELSS mutual funds as it generally gives at least 12 per cent returns post-tax payment.
On how much extra returns an investor can get by choosing an ELSS mutual funds for his or her long-term investment goals Kartik Jhaveri, Director — Wealth Management at Transcent Consultants said, "Equity or ELSS mutual funds are offered to give better returns than the market performance. It's fund managers are supposed to outperform the markets and give at least 2.5 to 4 per cent extra returns in the long-term." He said that for long-term investment, ELSS mutual funds would give around 2.5 to 4 per cent extra returns in comparison to customary long-term mutual fund plans. Kartik Jhaveri of Transcent Consultants advised investors to diversify their portfolio in large-cap, mid-cap and small-cap as they help an investor to minimsie his or her loss when the market is on nosediving sprees. 
So, if we go by the expert opinion, with equity or ELSS mutual funds with diversified fund allocation for long-term investment goals, an investor can expect to achieve 2.5 to 4 per cent higher returns than customary mutual funds.

Mutual funds are fast gaining traction among the public in general. However, investors are still not fully aware of the diversification of their portfolio, what kinds of mutual funds are suitable for their investment goals and how to maximise their returns? If we go by the experts' advise people have three types of investment goals — short-term, mid-term and long-term. They say for short-term goals, mutual funds should be avoided as it takes around two to three years for indexing of the NAV and hence it starts giving return or return on the mutual fund investments become visible after two to three years. For mid-term which spans from 7-10 years, an investor should go for balanced mutual funds while for long-term investment goals one should go for the equity or ELSS mutual funds as it gives around 2.5 to four per cent more than a normal mutual fund plan.See Zee Business video below:#LIVE | AMC के मर्जर का निवेशकों पर क्या होगा असर? जानें #MoneyGuru में @pallavi_nagpal के साथ। https://t.co/taYhnMtjhh— Zee Business (@ZeeBusiness) June 28, 2019Elaborating upon the investment goals and its connection with the type of mutual funds an investor should choose, Tanveer Alam, MD, Fincart said, "An investor does invest to achieve one's investment goals. so, the selection of the plan becomes important for achieving their investment goals. If we go by the psychology of an investor, he or she would look at the return that a plan gives rather how much a plan would return at the time of maturity. One should look at a plan through this angle and then decide which plan he or she is going to choose for investments." However, Tanveer Alam of Fincart said that for mid-term investment goals like buying a car or downpayment required for availing a housing loan, a fund for child studies etc., one should go for the balanced mutual funds as the risk factor involved in these types of mutual funds are quite low. But, for long-term investment, say retirement planning, the wedding of daughter etc., one should opt an equity or ELSS mutual funds as it generally gives at least 12 per cent returns post-tax payment.On how much extra returns an investor can get by choosing an ELSS mutual funds for his or her long-term investment goals Kartik Jhaveri, Director — Wealth Management at Transcent Consultants said, "Equity or ELSS mutual funds are offered to give better returns than the market performance. It's fund managers are supposed to outperform the markets and give at least 2.5 to 4 per cent extra returns in the long-term." He said that for long-term investment, ELSS mutual funds would give around 2.5 to 4 per cent extra returns in comparison to customary long-term mutual fund plans. Kartik Jhaveri of Transcent Consultants advised investors to diversify their portfolio in large-cap, mid-cap and small-cap as they help an investor to minimsie his or her loss when the market is on nosediving sprees. So, if we go by the expert opinion, with equity or ELSS mutual funds with diversified fund allocation for long-term investment goals, an investor can expect to achieve 2.5 to 4 per cent higher returns than customary mutual funds.

An equity or ELSS mutual fund gives 2.5 to 4 per cent extra returns if the investment is for long-term means for 20-25 years, say experts.

Mutual Funds: Equity funds are better suited for long-term investment goals, say experts

news-mutual-funds-equity-funds-are-better-suited-for-long-term-investment-goals-say-experts-103774

Mutual funds are fast gaining traction among the public in general. However, investors are still not fully aware of the diversification of their portfolio, what kinds of mutual funds are suitable for their investment goals and how to maximise their returns? If we go by the experts advise people have three types of investment goals — short-term, mid-term and long-term. They say for short-term goals, mutual funds should be avoided as it takes around two to three years for indexing of the NAV and hence it starts giving return or return on the mutual fund investments become visible after two to three years. For mid-term which spans from 7-10 years, an investor should go for balanced mutual funds while for long-term investment goals one should go for the equity or ELSS mutual funds as it gives around 2.5 to four per cent more than a normal mutual fund plan. See Zee Business video below: #LIVE | AMC के मर्जर का निवेशकों पर क्या होगा असर? जानें #MoneyGuru में @pallavi_nagpal के साथ। https://t.co/taYhnMtjhh — Zee Business (@ZeeBusiness) June 28, 2019 Elaborating upon the investment goals and its connection with the type of mutual funds an investor should choose, Tanveer Alam, MD, Fincart said, An investor does invest to achieve ones investment goals. so, the selection of the plan becomes important for achieving their investment goals. If we go by the psychology of an investor, he or she would look at the return that a plan gives rather how much a plan would return at the time of maturity. One should look at a plan through this angle and then decide which plan he or she is going to choose for investments. However, Tanveer Alam of Fincart said that for mid-term investment goals like buying a car or downpayment required for availing a housing loan, a fund for child studies etc., one should go for the balanced mutual funds as the risk factor involved in these types of mutual funds are quite low. But, for long-term investment, say retirement planning, the wedding of daughter etc., one should opt an equity or ELSS mutual funds as it generally gives at least 12 per cent returns post-tax payment. On how much extra returns an investor can get by choosing an ELSS mutual funds for his or her long-term investment goals Kartik Jhaveri, Director — Wealth Management at Transcent Consultants said, Equity or ELSS mutual funds are offered to give better returns than the market performance. Its fund managers are supposed to outperform the markets and give at least 2.5 to 4 per cent extra returns in the long-term. He said that for long-term investment, ELSS mutual funds would give around 2.5 to 4 per cent extra returns in comparison to customary long-term mutual fund plans. Kartik Jhaveri of Transcent Consultants advised investors to diversify their portfolio in large-cap, mid-cap and small-cap as they help an investor to minimsie his or her loss when the market is on nosediving sprees.  So, if we go by the expert opinion, with equity or ELSS mutual funds with diversified fund allocation for long-term investment goals, an investor can expect to achieve 2.5 to 4 per cent higher returns than customary mutual funds.