List of Mutual Funds Articles

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.

Lowest Expense Ratio Mutual Funds: Get a list of all the LER funds here at India infoline. Continue reading here to know more.

To understand the impact of the lower TER, let us take the case of two plans of the same fund; Regular Plan and the Direct Plan. The initial NAV is assumed to be Rs100 and the TER of the Direct Plan is 1.80% as against the Regular Plan TER of 2.45%. Let us look at two different scenarios of returns and see how the lower TER impacts returns.

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.

While switching you need to take into consideration the implications of exit-load and capital gains tax. There is no problem with the settlement period for a switch within the same fund house.

ELSS funds or tax saving funds are nothing but equity funds with a mandatory 3 year lock-in. Investors can invest in an ELSS fund either in a lump sum or as a SIP. Either ways, the investment in ELSS up to Rs.150,000 crore outer limit is eligible for tax exemption under Section 80C of the Income Tax Act. Is it true that elss funds earn […]

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.

It is quite natural to be confused between equity funds and ELSS funds. An ELSS fund is just an equity fund with a tax break. The portfolio of an ELSS fund will be approximately like any diversified equity large cap fund. It is just the lock-in of 3 years and the effective returns that are different in case of ELSS Funds. Is it True That […]

Debt mutual funds are subject to various market risks. However, the side pocket is one such feature you should know about if you’re investing in debt mutual funds. Read further to know more about it. Side Pocketing in Debt Funds: An Overview Debt mutual funds or fixed-income funds usually consist of corporate bonds, government securities, debentures and money market instruments. These types of mutual funds […]

Have you ever found yourself going through recipes on YouTube and later trying them out in your kitchen? What if a fund manager did that and got you returns?

A closed-end fund that holds both common shares and preferred stock shares is a dual-purpose fund.

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.

Capital protection as a concept has a lot of appeal for conservative investors as the focus is entirely on being conservative and protecting your capital from too much depletion. However, the core purpose of investing is to earn returns that is able to beat inflation and leave some return on investment to enjoy. A good compromise formula can be the capital protection Oriented Schemes (CPOS). […]

A back-end load is one such term for mutual fund investments. Let’s discuss the meaning of back-end load, applicability, pros, and cons.

A key aspect of financial planning is investing. There are several options and avenues available in the market. A tested and traditional method of investing is via Debt Mutual Funds. These acted as intermediates.