List of Mutual Funds Articles

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.

Lowest Expense Ratio Mutual Funds: Get a list of all the LER funds here at India infoline. Continue reading here to know more.

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.

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% […]

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 […]

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 […]

When selecting equities for a fund, the weighted market capitalization approach is sometimes criticized for having an unwarranted concentration on a small number of stocks. modest-cap companies have a modest index weight and are frequently excluded from the selection criterion.

In layman’s terms, an MF is a collective investment product. All that an MF does is that it collects money from numerous investors and invests in a diversified range of stocks, bonds or other securities. Professionals manage the portfolios, so even relatively low-footing investors in effect get considerable market cap exposure along with expert knowledge. These are benefits that can be difficult to replicate on […]

Investing for a period of one-year can yield stable returns, but it can be less as compared to the long-term investment plans. Read more at India Infoline

Government-backed securities are known to be one of the safest investments options. By investing in such securities, gilt mutual funds offer a dynamic blend of decent returns and low risk. Let’s understand what gilt funds mean, how they work, what their risks and returns look like etc. What are Gilt Mutual Funds? Gilt funds are one of the oldest investment options in India; these existed […]

One of the common problems in lump sum investing is that you are already invested and don’t have liquidity on hand to capitalize on opportunities that may arise from time to time. That is why, if you are looking at a long term plan then Systematic Investment Plan (SIP) approach works better. It gives the added advantage of rupee cost averaging (RCA). This would obviously […]

How are mutual funds taxed? Are they taxed like equity instruments or like debt instruments? Are there any special advantages of investing through mutual funds? One of the major advantages of investing in mutual funds, that is oft quoted, is that it is tax efficient. Before getting into specifics of tax implications of mutual funds, let us first understand how mutual funds are classified into […]

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.