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.

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

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.

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.

When investors do not diversify mutual fund investment portfolio and invest in two or more funds with the same objective, fund overlapping occurs. In this article, let’s get to know more about mutual fund portfolio overlap. What is Mutual Fund Overlap When a person invests in different investment schemes which have the same holdings, there is a fund overlap. Mutual fund overlap happens when an […]

Debt mutual funds are subject to various market risks. However, the side pocket is one such feature you should know about if you’re investing in debt mutual funds. Read further to know more about it. Side Pocketing in Debt Funds: An Overview Debt mutual funds or fixed-income funds usually consist of corporate bonds, government securities, debentures and money market instruments. These types of mutual funds […]

Did you just hear the anchor on CNBC or that fund manager talking about Alpha? You must surely be confused about what this concept is all about? Here is a quick rundown on what alpha is all about? What exactly is meant by alpha of a fund? Let us start with a very simple question as to why does a person invest money in mutual […]

SIP offers excellent investment opportunities in a time-bound and structured manner. As a prudent investor, you must know how to optimise returns on your investments in mutual funds through SIP. This post has five crucial tips that will help you maximize your profits. SIPs or a Systematic Investment Plan is a way of investing in a mutual fund whereby the investment is made periodically. The […]

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 […]

Investing in Mutual Funds are an efficient and effective way of getting more bang for the buck. Today, the number of mutual fund folios in India has crossed 12.3 crore while the number of SIP folios has crossed 5.3 crore. For any investor, the big challenge is about selecting the right mutual fund which is among the top performers in the category.

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 […]

An Equity Linked Saving Scheme (ELSS) is an equity mutual fund with a tax benefit on investment. The taxation of the dividends and the capital gains will remain the same as in other cases? When we talk of tax benefits here we need to understand the tax benefit as distinct from the tax benefits on dividend and capital gains. An ELSS Fund scores over other […]

Sector fund or thematic funds have been around for a long time in India. In fact, as per AMFI there are 102 sectoral / thematic schemes in India managing nearly Rs.133,000 crore across these sectoral funds. Most of the sector funds are small in size. How is a sector fund different from a thematic fund? In a way, both are same in the sense that […]

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 […]