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.

When you talk about long term capital gains tax on mutual funds you talk about debt and equity separately. However, when it comes to equity funds, there are two phases of LTCG calculation. There is pre-2018 budget and post-2018 budget. That is because, it was only in the Union Budget 2018 that the long term capital gains tax on equity mutual funds was made taxable […]

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 for a period of one-year can yield stable returns, but it can be less as compared to the long-term investment plans. Read more at India Infoline

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

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.

Among the various types of debt funds available in the market, one of the most popular has been the Monthly income plan or MIP. While MIPs as a debt product gives higher returns than traditional bank FDs, they are not an assured return product, as is normally perceived. Let us delve deeper into MIPs. At the outset, MIP is not an assured income product nor […]

An Overview of Mutual Fund NAV When investing in mutual funds for the first time, your financial advisor will tell you that the returns on a mutual fund are dependent on a number of factors. One of these factors that determine the value of your mutual fund investment is the fund’s NAV or Net Asset Value. Net Asset Value (NAV) In simple terms, net asset […]

When we refer to hedge funds the first image that comes to our minds is of extremely smart fund manager sitting in some corner of the world and moving billions of dollars across asset classes. Hedge funds are closed clubs and hence not much is known about them or their investment strategies. Are there hedge hedge funds in existence in India? In India a number […]

Thanks to advances in technology and security, today it is possible to do e-KYC online and start investing in mutual funds. Just as you can get your bank account opened, trading account activated and also your mobile connection using your Aadhar card, you can also start your mutual fund investing using your Aadhar card authentication. How is E-KYC for mutual fund investing different from traditional […]

Find out how you can plan for your children’s future using mutual funds for children Getting started with Mutual Funds for child One of the major life goals of any individual, apart from retirement planning and buying a house, is to help secure their children’s future. The priority is to make sure that you have enough funds to satisfactorily fulfill your child’s educational expenses. Other […]