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.

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

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

Nifty BeES, a combination of a share and a mutual fund unit, trades on the capital market segment of NSE

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 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 […]

In most of the developed markets of US, Europe and South East Asia, the concept of Fund of Funds or (FOF) is extremely popular. Most of the financial planning is done through the FOF route by advisors. However in India, Fund of Funds (FOFs) are a fairly new concept. There are a variety of FOFs in India which are predominantly international funds launched by domestic […]

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 […]

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 […]

In the last 2 years, the Dow Jones index and the NASDAQ index have more than doubled. Stocks in the US markets like Amazon, Microsoft, Nvidia and Tesla have been among the prime performers beating the index by a huge margin. Can an Indian investor sitting in India investing in these international assets. Today, it is even possible to invest directly in global stocks either […]

Debt funds that invest in debt instruments. These can be short duration instruments or long duration instruments. These can be short term liquid funds or long term G-Sec funds. They can be funds on corporate debt or a combination of these. Even within corporate debt funds, these debt funds can be high credit quality or mid credit quality funds. There is a huge choice in […]

If you look at the mutual fund flows in India in the last few months, there has been a sudden surge of interest in exchange traded funds or ETFs. What exactly are these ETFs and how do they add value to investors. What is this concept of etf and how is it different from mutual funds? Exchange traded funds (ETFs) are a popular form of […]

In the past, people earned, saved and piled the savings in the savings account to achieve their short and long term goals. Nowadays, people prefer to invest their money in financial instruments that offer them much higher returns than savings accounts. To accumulate wealth and fulfil their goals, investors are increasingly turning towards mutual funds investment, by far one of the most popular forms of […]

There are many tax-saving instruments available under section 80C of the Income Tax Act. In this post, we compare two popular tax-saving instruments- ELSS and PPF. While both options help you save tax under section 80C of the Income Tax Act, they differ in many ways. Let’s understand the differences. What is ELSS? Equity Linked Saving Schemes (ELSS) is an equity-oriented scheme where at least […]

Among the various categories of hybrid funds as per AMFI definition, one of the very intelligent fund in terms of allocation logic is the Equity Savings Fund. In a nutshell, this fund is a combination of equity funds, debt funds and cash-futures arbitrage. What does this fund really try to achieve? On the one hand, it is predominantly an equity fund with a long term […]