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.

Investing for a period of one-year can yield stable returns, but it can be less as compared to the long-term investment plans. Read more at India Infoline

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.

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.

Today when you talk of multi-cap mutual funds, there are two names that will obvious come to mind. There are the traditional multi-cap funds which has a restricted permission to invest in large caps, mid-caps and small caps. The other option is to opt for a flexi cap fund in the Indian context where the fund manager has much greater leeway in deciding on the […]

An arbitrage fund is classified as an equity fund for tax purposes but it is virtually a fund that mirrors debt market returns. But what exactly is an arbitrage fund? Let us look at this category of funds in detail? How do arbitrage funds invest? As the name suggests, an arbitrage is a mispricing opportunity which the trader tries to exploit. This is a very […]

Equity Mutual funds, known for their high return potential and their risk possibility, are exchange-traded funds (ETFs) that invest majorly in equity and equity-oriented instruments. As per SEBI guidelines, any fund that invests 65% or more of its corpus in equity is referred to as equity fund. Since these funds invest majorly in equity, they are known for their higher return potential. However, many people are […]

Money market mutual funds are not an investment product but an avenue to park short term surplus. They are highly liquid and can be converted to cash at short notice. Also, the withdrawals can be structured as systematic investment plans(SIPs) so the post-tax returns can be more attractive than bank savings accounts. They allow you to earn higher returns compared to pure bank savings or […]

When you talk about long term capital gains tax on mutual funds you talk about debt and equity separately. However, when it comes to equity funds, there are two phases of LTCG calculation. There is pre-2018 budget and post-2018 budget. That is because, it was only in the Union Budget 2018 that the long term capital gains tax on equity mutual funds was made taxable […]

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). […]

Today, one of the most popular and well understood terms in mutual fund investing is Systematic investment plan (SIP). For most long term investors looking at a horizon of over 10-15 years, equity funds have emerged as the favourite instrument for generating wealth in the long run. Let us understand why the SIPs generate wealth in the long run? That is because equities in the […]

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 […]

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 […]

When you invest in a mutual fund, you normally have the choice of investing either in a growth plan or dividend plan of the same fund. You will also fund that the dividend plan normally tends to have a lower NAV as compared to the growth fund. The growth plan just accumulates your money while dividend plans tend to pay out regular dividends. Can You […]