Mohit Mehta

[mohit-mehta]

Learn what portfolio rebalancing is, why it matters, and how it helps you manage risk and stay aligned with your financial goals.

Market ups and downs can shift your portfolio. Portfolio rebalancing helps you align your portfolio with your investment strategy. Discover how it works, why it matters, and when to act. Read more here - https://www.njmutualfund.com/mfblog/blog/portfolio-rebalancing

[mohit-mehta]

Differences between active and passive investing: Learn the benefits, risks, and key considerations of each approach to make informed invest

Investment strategies decoded! Whether you prefer active management, passive stability, or a blend with Smart Beta, the right strategy can empower your financial future. Read more about which investment strategy suits you in our latest blog! https://www.njmutualfund.com/mfblog/blog/active-vs-passive-investing

[mohit-mehta]

Learn what Dynamic Asset Allocation is, how it works, its benefits, and how it adjusts equity and debt exposure based on changing market con

Dynamic Asset Allocation helps investors stay balanced through market ups, downs, and everything in between by adjusting the portfolio for changing asset trends and valuations. Read the blog to understand how it helps you navigate market volatility. https://www.njmutualfund.com/mfblog/blog/what-is-dynamic-asset-allocation-and-how-it-works

[mohit-mehta]

Discover how SIP and SWP together can build long-term wealth and ensure regular cash flow your perfect formula for smart financial planning!

Ready to master the art of wealth creation? Discover the magic formula that combines SIP (Systematic Investment Plan) and SWP (Systematic Withdrawal Plan) for a powerful, two-pronged strategy. Learn how to build wealth steadily and then enjoy a regular, peaceful income stream.

Read more: https://www.njmutualfund.com/mfblog/blog/sip-and-swp-magic-formula-for-wealth-creation

[mohit-mehta]

Discover simple, effective strategies to navigate market volatility with SIPs, diversification, and discipline. Avoid common mistakes and st

Over the years, markets have gone through crashes, recoveries, highs, and lows. But through all the volatile phases, they’ve found their way back. Investors who stay patient and disciplined often come out stronger in the long run.

The key is knowing what to do and what to avoid during the uncertain phases. Read the blog to understand how to stay on track during market volatility - https://www.njmutualfund.com/mfblog/blog/investing-during-market-volatility-what-you-should

[mohit-mehta]

Learn how to set financial goals with SIPs, plan major life milestones, and build long-term wealth through disciplined investing and the pow

Dream big, plan smart, invest steadily!

From your first car to your dream home, discover how setting financial goals, using SIPs, and applying SMART planning can turn your dreams into reality in our latest blog: https://www.njmutualfund.com/mfblog/blog/what-are-financial-goals-and-how-to-achieve-them

[mohit-mehta]

Forensic and governance analysis goes beyond the surface, uncovering financial irregularities and identifying red flags to safeguard your investments. At NJ AMC, our Forensic & Governance Model is designed to screen out risks, quantify threats, and filter out companies with potential red flags. Click here to learn more! https://www.njmutualfund.com/mfblog/blog/understanding-forensic-and-governance-analysis

[mohit-mehta]

Explore a ‘different’ perspective, one that challenges long-held myths and uncovers the untapped potential of the NJ ELSS Tax Saver Scheme, especially for aggressive investors in our latest blog. https://www.njmutualfund.com/mfblog/blog/being-different-with-nj-elss-tax-saver-scheme

[mohit-mehta]

Understand Absolute Return vs CAGR with simple examples. Learn how time impacts returns, compare mutual funds better, and make informed inve

Same profit, different performance? That is where the real return story begins.

Rahul and Priya both earned 20% absolute return, but Rahul reached the same value faster. So, who performed better? The answer lies in CAGR.

Read our latest blog to understand Absolute Return Vs CAGR, why time matters in mutual fund returns, and how CAGR helps investors compare performance more fairly. https://www.njmutualfund.com/mfblog/blog/absolute-return-vs-cagr

[mohit-mehta]

A low P/B ratio. Does it mean the stock is undervalued, or just that nobody wants it?

Knowing the difference is what separates value investing from just buying cheap stocks. Our latest blog breaks down the P/B ratio. What it means, where it works, and where it can mislead you.

Read the complete blog to know more. https://www.njmutualfund.com/mfblog/blog/what-is-pb-ratio

[mohit-mehta]

Arjun and Priya invested in the same fund on the same day. After some years, their returns looked nothing alike, and the difference had nothing to do with the market.

Factor investing doesn't reward the most informed investor. It rewards the most disciplined one. This blog breaks down what factor investing actually requires, why temporary underperformance is normal, and the one habit that separates investors who benefit from those who don't.

Read the complete blog, before your next should I switch? moment. https://www.njmutualfund.com/mfblog/blog/why-time-is-the-hidden-ingredient-of-wealth

[mohit-mehta]

A lower stock price does not always mean better value.

That’s why investors use valuation tools like EV/EBIT to look beyond surface-level prices and understand the real value of a business.

Read our latest blog to understand EV to EBIT in simple terms and why it matters in value investing. https://www.njmutualfund.com/mfblog/blog/what-is-ev-to-ebit-ratio

[mohit-mehta]

Not all that looks like quality is truly quality. Perceived quality, driven by growth, popularity, or brand image, can mask weak fundamentals. Spotting the difference between perception and true quality is key to better investment decisions.

Read the blog to understand the differences, avoid perception traps, and learn how true quality builds resilient portfolios that perform and protect.

[mohit-mehta]

Value investing has long been a trusted approach, but in evolving markets like India, relying only on value screens can sometimes lead investors into value traps. This is where the Quality factor becomes critical.

Quality at a Reasonable Price (QARP) is a refined strategy that combines the core of valuation with the resilience of quality. Read the blog to know more!

[mohit-mehta]

Dividend yield is one of the most powerful signals in value investing, but knowing how to read it correctly makes all the difference. Our latest blog breaks down what dividend yield really means, what it reveals about a company's financial health, and the traps even experienced investors fall into. Read it before your next investment decision. https://www.njmutualfund.com/mfblog/blog/value-investing-simplified-what-is-dividend-yield

[mohit-mehta]

When markets react to war, fear often speaks louder than facts. But every sharp fall is not a reason to panic. The real test in such times is not prediction, but discipline. Learn how investor psychology works during geopolitical tension, what mistakes to avoid, and why rules matter more than headlines in market volatility.

[mohit-mehta]

A stock may look cheap or expensive at first glance, but the real question is: how much are you paying for its earnings? The P/E Ratio helps answer that.

In our latest blog, understand how this simple valuation tool fits into value investing, why low P/E stocks attract attention, and why context matters before making any decision