List of Mutual Funds Articles

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.

Lowest Expense Ratio Mutual Funds: Get a list of all the LER funds here at India infoline. Continue reading here to know more.

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.

Performing risk assessment is vital while choosing an investment avenue.

A Net Asset Value or NAV plays a major role when buying a mutual fund investment. The latter is still considered as one of the most popular safe investment choices worldwide.

Mutual Funds have emerged as a major investment vehicle for Indian investors today. With an AUM of Rs.38 trillion and an equity AUM of more than one-third of the total corpus, mutual funds have surely come a long way. What exactly is a mutual fund and how do they fit into the investment structure in India? Can you explain the concept of Mutual Funds for […]

A load fund is a type of mutual fund where the investors are required to pay a certain amount as fees.

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.

Let us start with a small riddle. In March 2020 the Nifty was at 25,700. In October 2021, Nifty touched 60,000. What would have been a better choice for you in March 2020; lump-sum investing or systematic investment plan (SIP) investing? Obviously, you would have been better off investing lumpsum in March 2020 because then your equity funds would have been up 133.5% over the […]

Mutual fund investment is one of the best ways to maximize your returns by investing in market-linked instruments. It allows you to avoid the volatility associated with equities and low returns from debt instruments by giving you the best of both worlds. Mutual fund investment through Systematic Investment Plans (SIPs) has gained popularity by leap and bounds in the last few years as more people […]

With investment options such as equity, the timing of your entrance into the market is of prime importance. A common mistake new investors make is that they miss the market’s ideal entry and exit points. They tend to invest when the market is already at the peak of the bull market and are forced to sell at a loss when the prices crash in the […]

In most of the developed markets of US, Europe and South East Asia, the concept of Fund of Funds or (FOF) is extremely popular. Most of the financial planning is done through the FOF route by advisors. However in India, Fund of Funds (FOFs) are a fairly new concept. There are a variety of FOFs in India which are predominantly international funds launched by domestic […]

The Reserve Bank of India introduced the Marginal Cost of Funds based Lending Rate (MCLR) in April 2016 to modify the existing base rate / RPLR system. According to the modified RBI guidelines, banks are required to calculate their MCLR, which will be the internal benchmark lending rates.