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.

Mutual funds have been gaining popularity in the recent past. When a mutual fund provides investors with a well-diversified portfolio in a quick and hassle-free procedure, a higher expense ratio is one of the biggest issues investors suffer.

Mutual funds allow investors to average out the market risk and provide a steady and systematic investment profile. Because of its lower risk, it is considered to be the best diversification tool.

When you invest in a mutual fund, you normally have the choice of investing either in a growth plan or dividend plan of the same fund. You will also fund that the dividend plan normally tends to have a lower NAV as compared to the growth fund. The growth plan just accumulates your money while dividend plans tend to pay out regular dividends. Can You […]

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 […]

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

Money market mutual funds are not an investment product but an avenue to park short term surplus. They are highly liquid and can be converted to cash at short notice. Also, the withdrawals can be structured as systematic investment plans(SIPs) so the post-tax returns can be more attractive than bank savings accounts. They allow you to earn higher returns compared to pure bank savings or […]

If you are looking for the best investment option to earn valuable returns for accomplishing your long-term goals, you can go for fixed deposits, public provident funds, or interest accrued by putting your money in a savings account.

Just like all-season shoes, all-weather funds are designed to perform well in every market condition.

ELSS funds enhance your yields by providing tax exemptions under Section 80C of the Income Tax Act. The beauty of this scheme is that it is a long term wealth creator with low lock in period. At the same time, the tax exemption enhances the yields on the fund, as compared to a normal equity fund. Some Of The Key Merits Of Equity-linked Savings Scheme […]

Let us first understand what is Fixed Income investing. The world’s largest institutional by AUM, Blackrock, defines fixed income investing as an investment approach focused on preservation of capital and income. It typically includes investments like government and corporate bonds, CDs and money market funds. Fixed income can offer a steady stream of income with less risk than stocks. Mutual funds that invest in such […]