List of Mutual Funds Articles

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

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

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.

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.

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.

Investing in mutual funds can be highly beneficial especially if you are looking for a simple yet diversified way of investing. Mutual funds are professionally managed and convenient. A mutual fund is a financial instrument, which pools the money of different investors and then a fund manager invests them in different investment options and securities. When you invest in a mutual fund, you become the […]

A systematic investment plan or SIP is all about making the investment work hard for you. If you have a target of making a crore in just 10 years, you have various options. You can start off with lumpsum and then add a SIP on top of that. However, that is assuming that you already have a corpus. The second is to take higher risk […]

What if you have money, know that you have to invest but do not know how to go about it? The answer is portfolio management. Let us look at a practical situation. For a moment that you have a corpus of around Rs.2 crore either in your bank or in the form of shares. What can you really do with these funds? There are various […]

When you hold multiple funds in your portfolio, there are bound to be some common stocks in the two portfolios.

AUM or assets under management is a popular measure of evaluating a fund or an AMC. AUM can be measured at a fund level or at an AMC level or at an overall industry level. If you are doing a quick system check before investing in mutual funds, you might have come across experts recommending to review the AUM of the scheme. But, what exactly […]

An Equity Linked Saving Scheme (ELSS) is an equity mutual fund with a tax benefit on investment. The taxation of the dividends and the capital gains will remain the same as in other cases? When we talk of tax benefits here we need to understand the tax benefit as distinct from the tax benefits on dividend and capital gains. An ELSS Fund scores over other […]

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 […]

ESG investing refers to Environmental, Social and Governance investing. Socially conscious investors prefer to evaluate ESG ratings alongside traditional financial metrics. ESG includes factors such as good governance, pollution mitigation, equal employment opportunities, etc.

Get started with Equity Mutual Funds Have you ever wondered as to what exactly is a mutual fund? You can understand a mutual fund as a pool of resources managed by an expert fund manager so as to diversify your risk and help you earn consistent returns over time. That looks confusing right? Things will be a lot simpler as we go along. What are […]

Did you know that if you want to create wealth in the long run and plan for your future goals, you have the choice of systematic investment plans (SIPs) and public provident funds (PPF). How do you select between these 2 choices? In other words, how do you select between PPF and SIP as an investor? Start With Your Goal What do you understand by […]