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.

Picking mutual funds can feel confusing at first. There are many categories, every fund house has its own style, and the jargon is heavy. One place many Indian savers start is with a blue chip fund. These funds put most of your money into strong, established companies and aim to grow wealth at a steady pace. In this guide, we break down the meaning of […]

The two most popular banking facilities offered to the NRIs are the Non Resident External (NRE) account and the Non Resident Ordinary (NRO) account. While the NRE account is a foreign currency account, the NRO account is a rupee account. Let us look at NRE FDs, NRE FD rates, NRO FDs and NRO FD rates and the pros and cons of each option.

Investor Protection Fund is the fund set up by the Stock Exchanges to meet the legitimate investment claims of the clients of the defaulting members that are not of speculative nature. SEBI has prescribed guidelines for utilisation of IPF at the Stock Exchanges.

In your journey towards wealth creation, a carefully created investment plan is very important. Generally, you can invest in asset classes of three broad categories: high-risk investment like equities, a low-risk investment like fixed deposits or government bonds and lastly, tax saving mutual funds. Today, tax saving mutual funds or the Equity-linked Savings Scheme (ELSS) is one of the most popular investments in India. Statistics […]

Among the various categories of hybrid funds as per AMFI definition, one of the very intelligent fund in terms of allocation logic is the Equity Savings Fund. In a nutshell, this fund is a combination of equity funds, debt funds and cash-futures arbitrage. What does this fund really try to achieve? On the one hand, it is predominantly an equity fund with a long term […]

A hedge fund is a financial instrument that allows sophisticated investors to make risky investments. The most basic explanation of a hedge fund is that it’s an investment pool that can be leveraged to profit from market swings

An arbitrage fund is classified as an equity fund for tax purposes but it is virtually a fund that mirrors debt market returns. But what exactly is an arbitrage fund? Let us look at this category of funds in detail? How do arbitrage funds invest? As the name suggests, an arbitrage is a mispricing opportunity which the trader tries to exploit. This is a very […]

Thanks to the internet, investing in mutual funds is now easier than ever. But if you’re new to mutual funds, you should know that there are multiple ways to start investing in them online. Here is a list of 5 of the most popular ways for online mutual fund investment. In the past, the only way to invest in mutual funds was through your broker […]

Mutual Fund investments are among the most popular investment avenues in India. If you are a beginner, looking to invest your money in Mutual Funds, then understanding the fundamentals of these funds is necessary. What are Mutual Funds? A Mutual Fund is a diversified basket of stocks and bonds, which are managed by professionals of Asset Management Companies (AMCs). They are an indirect form of […]

Disciplined investing is one of the most challenging habits to incorporate as a young investor. They fear market fluctuations and often think that now is not the right time to invest.