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.

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.

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.

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 […]

You must have heard the terms like value investing and growth investing for a long time. For instance, when it comes to direct equity investing, most people are familiar that a growth investors looks for high growth

You may have heard the terms “large cap,” “small cap,” and “mid cap” thrown around while talking about stocks as a novice investor. Mid-cap companies are sometimes disregarded and misunderstood, whereas large-cap stocks are well-known household brands, and tiny caps frequently garner attention for their development potential. We will explore the definition of mid cap stocks companies, their traits, and the reasons you ought to […]

A load fund is a type of mutual fund where the investors are required to pay a certain amount as fees.

Management of mutual funds entails cost at the time of entry and exit. The back-end load is an exit cost upon selling the shares linked to the fund.

A Dividend Reinvestment Plan (DRIP) is a program that allows shareholders to automatically reinvest their cash dividends into additional company shares.