List of Mutual Funds Articles

Nifty BeES, a combination of a share and a mutual fund unit, trades on the capital market segment of NSE

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.

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.

Investing in mutual funds for a period of one-year needs a mix of capital safety and liquidity. You basically want to earn stable returns even if it is less than other longer-term investment plans. Obviously, when you talk of 1 year investment horizon, it cannot be an equity fund or even a hybrid fund. Even in debt funds, you cannot go for long term debt […]

Learn how Market Trends affect your mutual fund investments. Discover strategies for navigating market volatility and maximizing returns in any market condition.

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 […]

Investors tend to opt for risk-free financial instruments like fixed deposits or recurring deposits when they begin their investing journey. While these instruments offer guaranteed returns, they are unlikely to help achieve your financial goals, given the inflation rate. Hence, many financial institutions recommend amateur investors to invest in financial instruments like mutual funds. As novice investors, it is natural to be concerned about the […]

Equity and equity-related instruments have constantly given higher returns to the investors than other traditional investment instruments. Although equity investments yield capital gains, an asset class, they also deliver returns in dividends. A lot of companies in India share a part of their earnings with their investors by paying dividends. While paying dividends is not mandatory, many companies do it as it makes their stocks […]

You must have come across gold ETFs traded on the stock exchanges. Globally gold ETFs are huge and are just about catching on in India. Gold ETFs are like a gold mutual fund, the only difference being that the gold ETF is traded on the stock exchange like any other stock and you can hold it in your demat account like any other stock. Unlike […]

If you have invested in mutual funds, you have surely heard of Sharpe and Treynor ratios. In fact, if you open the fund factsheet of any equity mutual fund, you will find the Sharpe ratio disclosed of the fund under the fund analytics section. Some funds even disclose the Treynor ratio for the particular equity fund. What exactly are these Sharpe Ratios and Treynor ratios […]

The mutual fund industry is growing like never before owing to its promise of high flexibility, well-diversity, and expert portfolio management.

Mutual funds are an excellent investment option, where you have the flexibility to invest in different types of securities like debt funds, equities, or gold. Expert fund managers manage mutual funds and allow the investor to build a robust corpus to meet their financial goals. Additionally, mutual funds are an excellent tax-saving investment option. Getting started with Mutual fund But, if you are an amateur […]

New fund offerings (NFOs) of mutual funds are somewhat like an IPO for equities. An NFO is issued either because the AMC wants to raise funds for the first time or because there is a new category of fund where the AMC does not have an exposure. What exactly is an NFO or new fund offering? When a fund house issues units for the first […]

If you look at the mutual fund flows in India in the last few months, there has been a sudden surge of interest in exchange traded funds or ETFs. What exactly are these ETFs and how do they add value to investors. What is this concept of etf and how is it different from mutual funds? Exchange traded funds (ETFs) are a popular form of […]

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 […]