List of Mutual Funds Articles

One way to check the growth of mutual fund investments is by the AUM growth. A much better way to check retail participation is via folios.

Investing in mutual funds for a period of one-year needs a mix of capital safety and liquidity. You basically want to earn stable returns even if it is less than other longer-term investment plans. Obviously, when you talk of 1 year investment horizon, it cannot be an equity fund or even a hybrid fund. Even in debt funds, you cannot go for long term debt […]

Learn how Market Trends affect your mutual fund investments. Discover strategies for navigating market volatility and maximizing returns in any market condition.

A sinking fund is a fund created specifically to save or set aside money to pay off a debt or a bond. A company may face an immense outlay when the time comes to pay off debts and bonds issued in the past.

The Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE) are the two principal stock exchanges in India that are currently active. Both exchanges are entirely electronic, with a combined total of over 7,000 firms. Millions of trades take place on both of these exchanges every trading day. Because these are electronic exchanges, you'll need a demat account to participate in the trading process.

If you are looking for the best investment option to earn valuable returns for accomplishing your long-term goals, you can go for fixed deposits, public provident funds, or interest accrued by putting your money in a savings account.

ELSS or Equity Linked Savings Scheme is similar to any other diversified equity mutual fund except that it comes with a 3-year lock-in period and tax advantage. You can also invest in an ELSS fund through an SIP or Systematic Investment Plan. ELSS mutual funds are one of the most popular types of mutual funds among investors. Apart from bringing diversification to your portfolio with […]

The Rajiv Gandhi Equity Savings Scheme or the (RGESS) was launched in 2013 to encourage retail and small investors to participate in the equity cult. However, the scheme had too many limitations and had to be eventually wound up in 2018. Here is a quick look at the RGESS scheme for equity investing. What was the RGESS scheme all about? The Congress led UPA government […]

Abnormal returns — also popularly known as ‘alpha returns’ or ‘excess returns’ — are unexpected returns from a security or a portfolio, that are not congruent with market returns. Instead, it is the result of investor expertise.

Investor Protection Fund is the fund set up by the Stock Exchanges to meet the legitimate investment claims of the clients of the defaulting members that are not of speculative nature. SEBI has prescribed guidelines for utilisation of IPF at the Stock Exchanges.

KYC or Know your Client was an outcome of the provisions of the Prevention of Money Laundering Act 2002 (PMLA). This act made it mandatory for all market participants to comply with the Know Your Client (KYC) norms.

As an investor, you must know more than the basics to become a savvy investor. To advance in your investment journey, you need to understand advanced concepts such as risk-return trade-offs. The return of investment is of prime importance for every investor. But, while generating higher returns, investors fail to consider the risks involved. The returns of any investment in a financial market is directly […]

Equity-oriented mutual funds come with higher return potential, although they also carry a certain amount of risks. This post will help you understand what these funds are and how they work. They are primarily of three types – Equity Funds, Debt Funds and Hybrid Funds. Equity mutual funds are those where the predominant percentage of the corpus of the collected fund is invested in equity […]

Investing in diverse financial assets aids you in augmenting your accumulated wealth. If there’s any such asset class that boosts your income levels, it’s mutual funds.

In the last few years, you must have heard of the concept of side-pocketing of funds quite often.