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.

Unsubordinated debt is a senior, secured or unsecured bond that has preferences over other bonds based on the payment of principal and interest.

Dividend plans of mutual funds made a lot of sense as long as the dividends were tax free in the hands of the investor. However, this benefit was withdrawn in two steps. Firstly, the Income Tax Act introduced dividend distribution tax (DDT) on dividends to be paid by the payer. This was tantamount to reduction of dividend. Subsequently, the dividends were made fully taxable two […]

As an investor, you must know more than the basics to become a savvy investor. To advance in your investment journey, you need to understand advanced concepts such as risk-return trade-offs. The return of investment is of prime importance for every investor. But, while generating higher returns, investors fail to consider the risks involved. The returns of any investment in a financial market is directly […]

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

One of the best things about the mutual fund industry is switching from one scheme to another in the same fund house. Not many of you may know about it, but you can take advantage of shifting to another scheme if you invest in mutual funds via Systematic Transfer Plan or STP. Read further to know about its features and how it will benefit you […]

As the name suggests, the systematic investment plan (SIP) is a gradual and disciplined method of investing in a mutual fund. For example, you decide that you can afford to save Rs.5,000 per month. You set up a SIP for Rs.5,000 on a particular date (say 10th of every month) and on that day the amount gets debited and the mutual fund units will get […]

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 […]

A closed-end fund that holds both common shares and preferred stock shares is a dual-purpose fund.

ELSS funds or tax saving funds are nothing but equity funds with a mandatory 3 year lock-in. Investors can invest in an ELSS fund either in a lump sum or as a SIP. Either ways, the investment in ELSS up to Rs.150,000 crore outer limit is eligible for tax exemption under Section 80C of the Income Tax Act. Is it true that elss funds earn […]

Have you ever found yourself going through recipes on YouTube and later trying them out in your kitchen? What if a fund manager did that and got you returns?