List of Mutual Funds Articles

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.

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.

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.

Clean shares refer to shares of mutual funds, such as exchange-traded funds (ETFs) and index funds. A clean share does not carry embedded expenses like most traditional mutual fund products. The expense ratio is lower than most traditional products and is transparent.

Non-resident Indians or NRIs have special privileges to invest in India. For a long time, the NRIs have been only operating the special NRI bank accounts like NRE accounts, NRO accounts and FCNR accounts.

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 […]

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 […]

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

If you are aiming for long-term wealth creation or want to build a diversified portfolio, equity funds can be a great option. Read this post to know what they are, how they work, and who should invest in them. Equity Mutual Funds and Wealth Creation How do equity mutual funds create wealth over the long term? There are 5 reasons why these equity funds manage […]

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.

The market is growing and everyone is here to reap the benefits. Equity mutual funds are seeing a surge not just in net investments but also delivering extraordinary returns.

Mutual funds have become extremely popular in recent times due to the many advantages it offers. For example, mutual funds diversify risk, they take away the hassle of deciding what to buy and when to buy, they give you a wide choice and above all, mutual funds help you to meet financial goals. There is generally a myth in the market that investing in mutual […]

A mutual fund is one of the most popular investments tools in India and has grown substantially of late. If you look at the retail participation via Systematic Investment Plan (SIPs) and in terms of number of folios, the contribution of retail investors to mutual funds is huge. However, one important consideration for investors in any asset class is liquidity. Liquidity is not only in […]