How to plan investment in mutual funds?

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vasu123
Posts: 234
Joined: Thu Jul 23, 2015 6:34 pm

How to plan investment in mutual funds?

Post by vasu123 »

For NRIs ( working on visa, not sure where will be settled due to Long GC Queue),

Indian MFs are better or USA MFs are better? Does Indian MFs gives Great Returns compare to USA MFs?

also please post some nice article or document which gives complete knowledge on MFs
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Lakshya
Posts: 1184
Joined: Wed Jan 24, 2007 9:32 pm

How to plan investment in mutual funds?

Post by Lakshya »

vasu123;626236

also please post some nice article or document which gives complete knowledge on MFs


Yes Sir! At your service....

https://investor.vanguard.com/mutual-funds/

http://www.morningstar.com/cover/Classroom.html
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Chakraan
Posts: 1493
Joined: Thu Feb 08, 2007 2:43 pm

How to plan investment in mutual funds?

Post by Chakraan »

I bought VGSTX,

Better late than never
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vasu123
Posts: 234
Joined: Thu Jul 23, 2015 6:34 pm

How to plan investment in mutual funds?

Post by vasu123 »

Chakraan;626241I bought VGSTX,

Better late than never


For how many years did you take and how much did you put.

If we leave to india after 2-3 years then can we withdraw in online and transfer that to india in online.
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okonomi
Posts: 4381
Joined: Mon Nov 22, 2010 7:18 pm

How to plan investment in mutual funds?

Post by okonomi »

vasu123;626248For how many years did you take and how much did you put.
If we leave to india after 2-3 years then can we withdraw in online and transfer that to india in online.

Every few years, almost like a biorhythm, the fund VGSTX (like most other funds) tanks to the negative yield. If you are leaving in a couple of years, don't sink all your money into that. Wait till The Donald is the President, and see how things go for the first half of 2017. And then go for it.
[TABLE="class: yfnc_mod_table_title1, width: 100%"]
[TR]
[TH="align: left"]Annual Total Return (%) History ()[/TH]
[TH="align: right"] [/TH]
[/TR]
[/TABLE]
[TABLE="width: 100%"]
[TR]
[TD="class: yfnc_tablehead1, align: left"]Year[/TD]
[TD="class: yfnc_tablehead1, colspan: 2"][/TD]
[TD="class: yfnc_tablehead1, width: 5%, align: right"]VGSTX[/TD]
[TD="class: yfnc_tablehead1, width: 5%, align: right"]Category[/TD]
[TD="class: yfnc_tablehead1, width: 5%, align: right"]Diff[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2015[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][TABLE="width: 0%"]
[TR]
[TD="bgcolor: #993333"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]-0.15[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2014[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 7%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]7.35[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2013[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 18%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]17.80[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2012[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 14%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]13.79[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2011[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 1%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]0.77[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2010[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 12%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]11.70[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2009[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 25%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]24.85[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2008[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][TABLE="width: 25%"]
[TR]
[TD="bgcolor: #993333"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]-25.10[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2007[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 7%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]6.58[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2006[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 12%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]11.65[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2005[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 7%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]7.44[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2004[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 12%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]11.60[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2003[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 23%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]22.70[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2002[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][TABLE="width: 10%"]
[TR]
[TD="bgcolor: #993333"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]-9.87[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2001[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 1%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]0.50[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2000[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 11%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]10.96[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1999[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 7%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]7.13[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1998[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 12%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]12.38[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1997[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 21%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]21.15[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1996[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 16%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]16.11[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1995[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 29%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]28.64[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1994[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][TABLE="width: 0%"]
[TR]
[TD="bgcolor: #993333"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]-0.21[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1993[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 11%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]10.88[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1992[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 11%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]10.51[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1991[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 24%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]24.29[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1990[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][TABLE="width: 4%"]
[TR]
[TD="bgcolor: #993333"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]-3.63[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1989[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 19%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]18.70[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1988[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 19%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]19.04[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1987[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 2%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]1.66[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1986[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 14%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]13.93[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1985[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[/TABLE]
Top
Chakraan
Posts: 1493
Joined: Thu Feb 08, 2007 2:43 pm

How to plan investment in mutual funds?

Post by Chakraan »

vasu123;626248For how many years did you take and how much did you put.

If we leave to india after 2-3 years then can we withdraw in online and transfer that to india in online.


I think your concept is still not clear, why don't do some study on the net?

You better stick to FD\CD at this moment before you get some clear idea how the market works.
Top
vasu123
Posts: 234
Joined: Thu Jul 23, 2015 6:34 pm

How to plan investment in mutual funds?

Post by vasu123 »

Chakraan;626264I think your concept is still not clear, why don't do some study on the net?

You better stick to FD\CD at this moment before you get some clear idea how the market works.


ok. i am reading those on net now.
Top
AbhijithS
Posts: 25
Joined: Tue Dec 24, 2013 9:47 pm

How to plan investment in mutual funds?

Post by AbhijithS »

BTW how does an Indian citizen mange their US equity investments from India? Don't you at least need an US address for your brokerage accounts?

What about filing taxes? Do we still need to file it every year in the US even if I don't redeem my mutual funds?
Top
vasu123
Posts: 234
Joined: Thu Jul 23, 2015 6:34 pm

How to plan investment in mutual funds?

Post by vasu123 »

i heard NRI can't invest in indian Mutual Funds, is it correct? if it is right then we can do it on parents name.


Are indian Mutual Funds are best or USA Vanguard Mutual Funds?
Top
AbhijithS
Posts: 25
Joined: Tue Dec 24, 2013 9:47 pm

How to plan investment in mutual funds?

Post by AbhijithS »

vasu123;626635i heard NRI can't invest in indian Mutual Funds, is it correct? if it is right then we can do it on parents name.


Are indian Mutual Funds are best or USA Vanguard Mutual Funds?

If you plan to stay back in US Vanguard else India - HDFC/Franklin/ICICI are some of the good fund houses in India.
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