List of Mutual Funds Articles

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.

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

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.

A mutual fund pools money from multiple investors and invests that money across various securities. It facilitates well-diversified portfolios and professional management.

Schemes for every type of investor are responsible for the widespread popularity of mutual funds in India. All these available options make it difficult for the investors. Mutual Fund Types Mutual funds can be classified based on the asset class, investment objective, structure, speciality, and even risk. Classifications based on the asset class, investment objective, and structure are more common. Types of Mutual Funds Based […]

People invest in mutual funds for various reasons – that could be to create wealth or to fulfil long-term financial goals. Mutual fund investment is subject to market risks, and it all depends on investors risk-taking ability. If you’re investing in equity funds – you can choose either the growth or the dividend option. In this article, let’s discuss the growth option. Getting Started with […]

Investing in a way that aligns with your religious beliefs can be quite challenging. But what if I told you that there’s a solution that offers equity investment avenues that strictly adhere to Islamic investing guidelines? This article explores their unique proposition. Read on to learn about their functioning, benefits, and performance viability amid ethical constraints. Understanding Shariah-Compliant Investments Shariah refers to the religious law […]

There is a tendency to equate contra funds with value funds. While they do share some of the common characteristics, there is an essential difference between. Value funds focus on buying stocks that are available well below their intrinsic value. Like Buffett said, they look for margin of safety. However, Contra Funds focus on stocks that are currently underperforming but are expected to turnaround in […]

The Opportunities Fund (OF), as the name suggests, is basically a diversified equity mutual fund whose fund manager is on a constant look-out for investment opportunities.

Getting Started With Short Term Capital Gain Tax (STCG) Investors usually try to understand the risk and returns before investing in a mutual fund. They want their investment in different funds to witness capital appreciation. However, a factor that many investors oversee is taxes levied on the returns. For example- You open a fixed deposit account and earn returns at an interest rate of 8% […]

A feeder fund is a one-of-a-kind investment vehicle that does not make direct investments. This is a type of mutual fund that invests in debt or equity securities.

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.

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.