List of Mutual Funds Articles

Many of us think that fixed maturity plans (FMPs) and bank fixed deposits are almost the same. The basic similarity between FMPs and bank FDs is that both of these products are close ended and have a definite maturity date. The below article provides an in-depth analysis of what FMPs are.

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

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.

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.

However, the truth is far from real. While it is true that Mutual Funds are not completely foolproof, it doesn’t mean it is a means of loss. There are specific reasons why people lose money in Mutual Funds.

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 […]

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

Financial markets make an intricate ecosystem consisting of several components. Within this web, there exists a myriad of participants.

What is it that we need to know when it comes to capital gains calculation on debt funds? There are 3 questions you need to answer to begin with.

The Rajiv Gandhi Equity Savings Scheme or the (RGESS) was launched in 2013 to encourage retail and small investors to participate in the equity cult. However, the scheme had too many limitations and had to be eventually wound up in 2018. Here is a quick look at the RGESS scheme for equity investing. What was the RGESS scheme all about? The Congress led UPA government […]

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

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 […]

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.

Introduction of Value Fund Value investing in stocks focuses on buying undervalued stocks and holding them for the long-term. Read further to know why this type of investment is popular among diligent investors. What is Value Fund? Value funds are open-ended equity schemes that follow a value investment strategy. This type of fund invests in shares of the companies and are traded at discounted rates. […]

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 […]