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.

Investors are always looking for ways of investment that will help them accumulate wealth over time. Investing itself is relatively easy, but choosing where to invest is difficult. In this article, we’ll help you understand and differentiate between two very similar-looking investment options: the mutual funds, and the Unit Linked Insurance Policy or ULIP. What is a mutual fund? A mutual fund is an investment […]

With the growing popularity of equity funds that invest money in shares, many new investors confuse mutual funds with shares. With little investment knowledge and experience, a lot of new investors get confused between mutual funds and shares. Some even assume that mutual funds and shares are the same. However, mutual funds and equities are completely different financial instruments. Let us have a detailed look […]

When you invest in a mutual fund, the asset manager charges an annual fee to manage your investment known as the expense ratio. Read on to know about the expense ratio, its components, and its significance while investing in mutual funds. What is an Expense Ratio While managing your investment, the Asset Management Company (AMC) incurs expenses like advertising expenses, management fees, administrative expenses, transaction […]

Mid-cap mutual funds maintain a dynamic balance between risks and returns. While they are less risky than small-cap funds, the returns potential is higher than large-cap funds. This parity between risk and reward is what makes mid-cap funds an excellent choice for investors wanting to invest in equity mutual funds. Which are the best performing mid-cap funds on 1-year returns? Here is a list of […]

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

Debt instruments such as bonds or debentures offer returns to investors in the form of periodical interest. The interest rate offered by these debt instruments is either fixed or floating. Floater funds invest in instruments that deliver the latter. What Are Floater Funds? Investors prefer debt instruments like bonds as they offer fixed returns. They have a fixed interest rate, and once the investment matures, […]

Mutual Funds have been all the hype in the recent past owing to their ability to provide lucrative investment returns.

The National Pension Scheme (NPS) is one of the best ways for salaried employees and self-employed professionals to build a retirement corpus. This post talks about the features and benefits of the NPS. Getting Started With National Pension Scheme (nps) Retirement planning is one of the most common goals among working professionals. After all, comfortable post-retirement life is only possible if you start planning for […]

It is quite natural to be confused between equity funds and ELSS funds. An ELSS fund is just an equity fund with a tax break. The portfolio of an ELSS fund will be approximately like any diversified equity large cap fund. It is just the lock-in of 3 years and the effective returns that are different in case of ELSS Funds. Is it True That […]

As the name suggests, hybrid funds are a mix. That means they combine equity and debt in different proportions. It is somewhere in between an equity fund and a debt funds in terms of risk and returns. Typically, hybrid funds invest your money in both debt and in equity.