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.

‘Don’t put all your eggs in one basket’, is a common phrase used in the investment world. It means that putting all the eggs in one basket increases the risk as if the basket falls; all the eggs will break.

The mutual fund industry is growing like never before owing to its promise of high flexibility, well-diversity, and expert portfolio management.

When you invest in a mutual fund, the asset manager charges an annual fee to manage your investment known as the expense ratio. Read on to know about the expense ratio, its components, and its significance while investing in mutual funds. What is an Expense Ratio While managing your investment, the Asset Management Company (AMC) incurs expenses like advertising expenses, management fees, administrative expenses, transaction […]

Just like all-season shoes, all-weather funds are designed to perform well in every market condition.

If you look at the mutual fund flows in India in the last few months, there has been a sudden surge of interest in exchange traded funds or ETFs. What exactly are these ETFs and how do they add value to investors. What is this concept of etf and how is it different from mutual funds? Exchange traded funds (ETFs) are a popular form of […]

Dividend plans of mutual funds made a lot of sense as long as the dividends were tax free in the hands of the investor. However, this benefit was withdrawn in two steps. Firstly, the Income Tax Act introduced dividend distribution tax (DDT) on dividends to be paid by the payer. This was tantamount to reduction of dividend. Subsequently, the dividends were made fully taxable two […]

How are mutual funds taxed? Are they taxed like equity instruments or like debt instruments? Are there any special advantages of investing through mutual funds? One of the major advantages of investing in mutual funds, that is oft quoted, is that it is tax efficient. Before getting into specifics of tax implications of mutual funds, let us first understand how mutual funds are classified into […]

One of the common problems in lump sum investing is that you are already invested and don’t have liquidity on hand to capitalize on opportunities that may arise from time to time. That is why, if you are looking at a long term plan then Systematic Investment Plan (SIP) approach works better. It gives the added advantage of rupee cost averaging (RCA). This would obviously […]

It is quite common that nowadays you may go to invest in a mutual fund after a gap of few years and the fund house tells you that your KYC (know your client) verification has expire. The KYC is time bound and after the time period, it needs to be renewed. Also, the KYC can become idle for various reasons like not mapping Aadhar or […]

Thanks to the internet, investing in mutual funds is now easier than ever. But if you’re new to mutual funds, you should know that there are multiple ways to start investing in them online. Here is a list of 5 of the most popular ways for online mutual fund investment. In the past, the only way to invest in mutual funds was through your broker […]