List of Mutual Funds Articles

Many of us think that fixed maturity plans (FMPs) and bank fixed deposits are almost the same. The basic similarity between FMPs and bank FDs is that both of these products are close ended and have a definite maturity date. The below article provides an in-depth analysis of what FMPs are.

Registrar and Transfer Agents (RTA) manage shareholder records and facilitate share transfers. Explore their essential functions and role with India Infoline.

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.

However, the truth is far from real. While it is true that Mutual Funds are not completely foolproof, it doesn’t mean it is a means of loss. There are specific reasons why people lose money in Mutual Funds.

One phrase is gaining popularity and drawing interest from new and seasoned investors in the constantly evolving world of investments: smart beta funds.

If you though that investing in mutual funds can be a breeze thing again. One of the big challenges that you will face in picking a mutual fund is the surfeit of choice available. Just look at the numbers. With over 40 AMCs, over 1,400 funds and more than 3,000 schemes on offer, you are truly spoilt for choice. Let us look at 10 smart […]

SIP offers excellent investment opportunities in a time-bound and structured manner. As a prudent investor, you must know how to optimise returns on your investments in mutual funds through SIP. This post has five crucial tips that will help you maximize your profits. SIPs or a Systematic Investment Plan is a way of investing in a mutual fund whereby the investment is made periodically. The […]

Normally, growth investing and value investing are seen as two opposite sides of investment strategy, although it may not always be true.

One of the standard dilemma or choice that investors have to make is whether to invest directly in equities or through the route of equity mutual funds. Frankly, there are no clear answers. However, we can adopt a question approach and ask some logical questions to arrive at this decision. Do you have time and bandwidth to track investments? This is the most important question […]

It is quite common to use the terms money market funds and liquid funds interchangeably. The differences are minor and for the purpose of understanding you can just ignore the difference at this point of time. Typically, the idea of money market funds is to restrict the investment portfolio to assets that have a very short term maturity profile of less than 91 days. That […]

If you really want a kind of a compromise between equity funds and debt funds, the answer lies in Hybrid funds. Hybrid funds, as the name suggests, are a combination of equity and debt and at times even more than that. What exactly does a Hybrid Fund do? Here are some of the highlighters that you need to remember about hybrid funds in the Indian […]

Buying small cap funds can be a different ball game compared to buying large cap diversified funds. In small cap funds, the quality of the team, the stock selection, the overall risk management etc matter a lot. They can actually make all the difference between your success and failure in small cap funds. Do Small Cap Funds Outperform Large Cap Funds? You really cannot generalize […]

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 […]

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 […]

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 […]