List of Mutual Funds Articles

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.

Nifty BeES, a combination of a share and a mutual fund unit, trades on the capital market segment of NSE

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 […]

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.

Investing in diverse financial assets aids you in augmenting your accumulated wealth. If there’s any such asset class that boosts your income levels, it’s mutual funds.

Mutual Funds is a coalescence of multiple assets with a predetermined objective to fulfil. The funds are managed by experienced finance professionals called fund managers.

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.

Management of mutual funds entails cost at the time of entry and exit. The back-end load is an exit cost upon selling the shares linked to the fund.

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

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.

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

Every fund is an investment opportunity. Therefore, does an opportunity fund imply a double or higher volume of returns?

A Dividend Reinvestment Plan (DRIP) is a program that allows shareholders to automatically reinvest their cash dividends into additional company shares.

Have you ever found yourself going through recipes on YouTube and later trying them out in your kitchen? What if a fund manager did that and got you returns?

Do you like paying shipping charges on your online purchases or delivery fees on food orders?

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 […]

It is quite common to use the terms money market funds and liquid funds interchangeably. The differences are minor and for the purpose of understanding you can just ignore the difference at this point of time. Typically, the idea of money market funds is to restrict the investment portfolio to assets that have a very short term maturity profile of less than 91 days. That […]

For most investors, this may not really be a choice. Typically, a lump-sum investment makes sense only if you have a substantial sum of money available in your hand to invest in one go. Otherwise, you are better off doing a regular Systematic Investment Plan (SIP) out of your regular income. Here are 5 things you must know about lump sum investing, before we move […]

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 […]

If you though that investing in mutual funds can be a breeze thing again. One of the big challenges that you will face in picking a mutual fund is the surfeit of choice available. Just look at the numbers. With over 40 AMCs, over 1,400 funds and more than 3,000 schemes on offer, you are truly spoilt for choice. Let us look at 10 smart […]

Just like you want to monetize your assets at some point to raise money, you also need to redeem your mutual funds. You may not do it in the short term, but in the medium to long term you would still need to redeem your mutual funds. What does redemption mean? It is nothing but selling the mutual funds you have bought. In the old […]

In the past, people earned, saved and piled the savings in the savings account to achieve their short and long term goals. Nowadays, people prefer to invest their money in financial instruments that offer them much higher returns than savings accounts. To accumulate wealth and fulfil their goals, investors are increasingly turning towards mutual funds investment, by far one of the most popular forms of […]

One of the common problems in lump sum investing is that you are already invested and don’t have liquidity on hand to capitalize on opportunities that may arise from time to time. That is why, if you are looking at a long term plan then Systematic Investment Plan (SIP) approach works better. It gives the added advantage of rupee cost averaging (RCA). This would obviously […]

Do Hybrid Funds really add value to your portfolio? Why exactly should an investor be investing in Hybrid funds and which hybrid funds to select? What is a Hybrid Fund all about? Hybrid mutual funds, as the name suggests, are a category of mutual funds that invest in a combination of asset classes such as equity and debt as well as other asset classes like […]

Mutual funds investment is one of the best ways to grow your wealth. It is worth investing in mutual funds instead of keeping your money idle. However, while investing, a major obstacle is switching in and switching out of mutual funds. Read further to know how you can make a jump from one fund to another. What Is Switching Of Mutual Funds? Every mutual fund […]

Becoming financially independent post-retirement is one of the most important financial goals an individual seeks. It has always been encouraged to start investing as early as possible, to make your savings last during retirement. An overview of investment plans for retirement The percentage of senior citizens in India is proliferating, and it is expected to reach 20% of the overall population in 2050. As the […]

You must have come across gold ETFs traded on the stock exchanges. Globally gold ETFs are huge and are just about catching on in India. Gold ETFs are like a gold mutual fund, the only difference being that the gold ETF is traded on the stock exchange like any other stock and you can hold it in your demat account like any other stock. Unlike […]

One of the common measures is the compounded annual growth rate or what is popularly called the CAGR returns. What is CAGR returns and how does it apply to your investments? What exactly is the concept of CAGR in returns? Be it profits or sales or investments; the one thing you want to figure out is how they grew over time. When the growth is […]

As compared to large-cap and mid-cap mutual funds, small-cap mutual funds have higher returns potential. If you are an aggressive long-term investor, 2020 can be a great year to invest in small-cap funds. This article has information about 5 of the top small-cap funds you can consider for your portfolio. Equity mutual funds are widely popular for their long-term growth potential. When categorized based on […]

The first thing your parents, friends or a financial advisor will advise you to do when you start earning is to invest a part of your income. By investing your savings, you can accumulate wealth over time, allowing you to multiply your wealth and achieve your short and long term financial goals. Investing your money ensures that your savings aren’t dormant and lose their value. […]

Equity-oriented mutual funds come with higher return potential, although they also carry a certain amount of risks. This post will help you understand what these funds are and how they work. They are primarily of three types – Equity Funds, Debt Funds and Hybrid Funds. Equity mutual funds are those where the predominant percentage of the corpus of the collected fund is invested in equity […]

Buying small cap funds can be a different ball game compared to buying large cap diversified funds. In small cap funds, the quality of the team, the stock selection, the overall risk management etc matter a lot. They can actually make all the difference between your success and failure in small cap funds. Do Small Cap Funds Outperform Large Cap Funds? You really cannot generalize […]

Today, an increasing number of investors are looking at mutual funds as a viable investment option to earn low-risk, steady returns. Investing in mutual funds comes with many benefits. They are flexible, offer significant diversification to reduce risk, and are managed by a professional. Though there are many advantages, mutual funds also have some concerns, such as finding the right time to start investing in […]

There is a tendency to equate contra funds with value funds. While they do share some of the common characteristics, there is an essential difference between. Value funds focus on buying stocks that are available well below their intrinsic value. Like Buffett said, they look for margin of safety. However, Contra Funds focus on stocks that are currently underperforming but are expected to turnaround in […]

As a new investor, selecting a mutual fund that suits your financial profile goals can be time- consuming and confusing. This blog offers a quick guide to buying mutual funds in India in 2020. For most amateur investors who don’t know how the stock market works, Mutual Funds (MF) offer a defensive investment path. Instead of investing directly in stocks, a financial expert or fund […]

If you cannot leverage the volatility of the equity market on your own, arbitrage funds can do it for you. Check out this post to know 10 of the top-performing arbitrage funds that you can consider for 2020. Best Arbitrage Funds Investment- How to Get Started Equity markets are volatile. This inherent volatility keeps most of the people away from the markets. But experienced investors […]

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 […]

An increasing number of working professionals now prefer ELSS funds for tax saving over other 80C investment options. But what benefits do these funds offer apart from the tax benefits that make them the preferred choice for many investors? Read this post to find out. While equity and debt funds are already very popular, a lot of investors, especially working professionals, are now interested in […]

A back-end load is one such term for mutual fund investments. Let’s discuss the meaning of back-end load, applicability, pros, and cons.

Equity funds are one of the most popular types of mutual funds among investors. Owing to their high- return potential, many include it in their investment portfolio. However, there are various types of equity funds, based on their characteristics and risk-reward potential. By knowing the risk-reward potential, you can select the best equity funds to add to your portfolio. But before that, let’s learn about […]

You must have come across the popular usage that you got a stock at dirt cheap price. What you are talking about is value investing, which is the investment strategy based on deep value. When you talk of value investing, the 2 most popular names that come to mind are Ben Graham and Warren Buffett. What is exactly a value stock? It is an inexpensive […]

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

Investing involves certain risks. There are many options to choose from depending on your knowledge about the instrument you are investing in and your risk-return expectation.

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

Disciplined investing is one of the most challenging habits to incorporate as a young investor. They fear market fluctuations and often think that now is not the right time to invest.

Abnormal returns — also popularly known as ‘alpha returns’ or ‘excess returns’ — are unexpected returns from a security or a portfolio, that are not congruent with market returns. Instead, it is the result of investor expertise.

Most things come at a cost. These costs can be fixed expenses like rent or insurance or variable expenses like your personal care, entertainment, shopping, etc. Investments are popular for their return-generating power, but it has a few expenses.

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.

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

A mutual fund pools money from multiple investors and invests that money across various securities. It facilitates well-diversified portfolios and professional management.

Once you have decided to invest in a mutual fund, the next step is how to go about it. Mutual funds are regulated by SEBI so there are some basic formalities to go through before you can invest. Today there are a variety of options to invest in a mutual fund. Here are a few such options in front of you. Methods of investing in […]

In the rough and tumble world of financial planning, SIP investments have emerged as a blessing in disguise. They save you the trouble of timing the market, offer a disciplined approach to investing and also synchronize investments with regular income flows. Above all, the systematic investment plan is all about rupee cost averaging. In a SIP, you allocate a fixed sum periodically (typically each month) […]

The two most popular banking facilities offered to the NRIs are the Non Resident External (NRE) account and the Non Resident Ordinary (NRO) account. While the NRE account is a foreign currency account, the NRO account is a rupee account. Let us look at NRE FDs, NRE FD rates, NRO FDs and NRO FD rates and the pros and cons of each option.

Before picking mutual fund schemes, investors should try to learn a few basic rules. Learn more to get the best returns through your mutual fund investments from India Infoline.

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.

The Opportunities Fund (OF), as the name suggests, is basically a diversified equity mutual fund whose fund manager is on a constant look-out for investment opportunities.

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

KYC or Know your Client was an outcome of the provisions of the Prevention of Money Laundering Act 2002 (PMLA). This act made it mandatory for all market participants to comply with the Know Your Client (KYC) norms.

When you invest in a mutual fund, the asset manager charges an annual fee to manage your investment known as the expense ratio. Read on to know about the expense ratio, its components, and its significance while investing in mutual funds. What is an Expense Ratio While managing your investment, the Asset Management Company (AMC) incurs expenses like advertising expenses, management fees, administrative expenses, transaction […]

Mid cap funds are all the rage this season. How do we define mid-caps in the first place? As per the latest SEBI definition, stocks listed on stock exchanges are first classified based on their market capitalisation. Stocks from position number 1 to 100 on market capitalization are large cap stocks. They typically have a market cap above Rs.30,000 crore. Stocks from 101 to 250 […]

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.

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.

Performing risk assessment is vital while choosing an investment avenue.

Mutual Funds have been all the hype in the recent past owing to their ability to provide lucrative investment returns.

A closed-end fund that holds both common shares and preferred stock shares is a dual-purpose fund.

A Systematic Investment Plan, commonly known as SIP is where regular fixed amounts are invested in your preferred Mutual Fund scheme. A Fixed amount is deducted each month from your savings account which is invested in the Mutual Fund of your choice. Advantages of investing in SIP: Here is a look at the advantages of investing in SIP: Simplicity of choice With SIP, you can […]

A Systematic Investment Plan (SIP) is a method of investment that allows you to invest in a disciplined and strategic manner. This method is generally adopted by investors who’re keen on parking their money in mutual funds and allows you to contribute small amounts periodically for several months. This investment strategy is more convenient than investing a lump sum amount in one go. An SIP […]

Mutual Fund investments are among the most popular investment avenues in India. If you are a beginner, looking to invest your money in Mutual Funds, then understanding the fundamentals of these funds is necessary. What are Mutual Funds? A Mutual Fund is a diversified basket of stocks and bonds, which are managed by professionals of Asset Management Companies (AMCs). They are an indirect form of […]

If you look at the mutual fund flows in India in the last few months, there has been a sudden surge of interest in exchange traded funds or ETFs. What exactly are these ETFs and how do they add value to investors. What is this concept of etf and how is it different from mutual funds? Exchange traded funds (ETFs) are a popular form of […]

Investing in mutual funds includes various options. There is a growth plan, dividend plan and dividend reinvestment plan. This article describes the intricacies of an automatic reinvestment plan in detail.

What exactly do we understand by an NFO or a new fund offering? Typically, you can understand NFO as the mutual fund equivalent of an IPO. NFO is the fresh issue of a mutual fund scheme to raise fresh capital from investors. Currently, SEBI allows an AMC to have one fund per category, except in case of sector funds and index funds , where there […]

Mutual fund investments have become an investor-favourite. Some advantages of mutual funds include a diversified portfolio, professional management, flexibility, accessibility, safety, etc., making them suitable for novice investors, too.

More and more people now know how investing in mutual funds can be beneficial in creating wealth for short-term and long-term. It has become necessary to help new investors understand the different types of mutual funds that one can invest in. Mutual funds, as most of us know by now, are funds that are pooled from many investors and invested collectively in securities like equity, […]

One of the biggest advantages of investing in mutual funds is the fact that there are schemes to suit every type of investor. Regardless of your investment horizon or the capital available at your hands, there are different types of mutual fund schemes to match your investment goals. Another great benefit of mutual funds schemes is that they help you save taxes. Popularly known as […]

In the last few years, you must have heard of the concept of side-pocketing of funds quite often.

Investors are always looking for ways of investment that will help them accumulate wealth over time. Investing itself is relatively easy, but choosing where to invest is difficult. In this article, we’ll help you understand and differentiate between two very similar-looking investment options: the mutual funds, and the Unit Linked Insurance Policy or ULIP. What is a mutual fund? A mutual fund is an investment […]

A key aspect of financial planning is investing. There are several options and avenues available in the market. A tested and traditional method of investing is via Debt Mutual Funds. These acted as intermediates.

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.

A tested method of investing is through a mutual fund. It offers the benefit of diversification. This means that if a mutual fund you own performs portly, then you will not lose as much money as you would have in the case of individual stocks.

When selecting equities for a fund, the weighted market capitalization approach is sometimes criticized for having an unwarranted concentration on a small number of stocks. modest-cap companies have a modest index weight and are frequently excluded from the selection criterion.

Investing in a way that aligns with your religious beliefs can be quite challenging. But what if I told you that there’s a solution that offers equity investment avenues that strictly adhere to Islamic investing guidelines? This article explores their unique proposition.  Read on to learn about their functioning, benefits, and performance viability amid ethical constraints. Understanding Shariah-Compliant Investments Shariah refers to the religious law […]

Planning finances and investing in children’s future is an important responsibility that every parent must undertake. While education, marriage, and other goals may seem far away when the child is young, costs can escalate rapidly in the future. Investing early can be advantageous as it allows your money to grow through the power of compounding. Are you interested in investing in your child’s future financial […]

There are numerous investment options in the capital market that have unique features and different return potential. However, investors often confuse two of the most sought after investment instruments; Fixed Deposit (FD) and SIP (Systematic Investment Plan). Should you stick to standard fixed deposit (FD) or consider SIP for investment? Which is a better option that will give you value for money? Difference Between SIP […]

Find out what DDT is, how it is calculated, and who is applicable to pay it. When you buy shares of a company via the stock market, there are two main ways by which you can make money. The first is by the usual technique of buying stocks when the market is low and selling when the market is high, thus making a profit. The […]

With so many different types of funds to choose from, mutual funds ensure that every type of investor can find a scheme that best meets their requirements. But, while people focus on factors like returns potential, historical performance, and the expense ratio, they often overlook the tax implications. To make the right investment decision, something as crucial as mutual fund taxation cannot be neglected. Take […]

Members of the Exchange are hereby informed, that an additional facility of Early Pay-in of Securities (EPN) and Early Pay-in of Funds (EPF) without requirement of uploadingEPN, and .EPF files for client details is also being provided to members.

New investors or those who are not very experienced with investing look for more risk-free and stable options like a diversified mutual fund. However, seasoned and experienced investors can increase their risk appetite to earn 2-3% more returns. There are numerous investment instruments capable of giving higher returns than others but demand a higher risk appetite. One high-risk, high reward investment instrument is the credit […]

When you invest your money in any financial instruments, you would expect valuable returns. Today, there are several investment options for investors based on your goals, risk appetite, and expected returns One of the popular investment options among investors in India is Mutual Funds. Mutual fund investments provide relatively higher returns than traditional investment options like Fixed Deposits and Recurring Deposits. Other benefits include it […]

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 […]

Among the various categories of hybrid funds as per AMFI definition, one of the very intelligent fund in terms of allocation logic is the Equity Savings Fund. In a nutshell, this fund is a combination of equity funds, debt funds and cash-futures arbitrage. What does this fund really try to achieve? On the one hand, it is predominantly an equity fund with a long term […]

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 […]

If you have invested in mutual funds, you have surely heard of Sharpe and Treynor ratios. In fact, if you open the fund factsheet of any equity mutual fund, you will find the Sharpe ratio disclosed of the fund under the fund analytics section. Some funds even disclose the Treynor ratio for the particular equity fund. What exactly are these Sharpe Ratios and Treynor ratios […]

Mutual funds are one of the most popular securities to invest in currently. Diversified, convenient and professionally managed, mutual funds offer attractive returns. However, these investments come with their own risks. Although mutual funds are considered to be a relatively safe investment tool, their performance depends on the prevailing market variations. Like any other scheme, investing in mutual funds involves a certain amount of risk. […]

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 […]

We often get to hear the word Blue Chip stocks and blue chip funds quite often in the context of the stock markets. Normally, a blue chip stock is not about high returns but pedigree and performance over the years. These are stocks with stable business models and established brand names. In the Indian context, names like Tata Group, HDFC Bank, SBI, Reliance, Hindustan Unilever […]

Retirement is not just a period of relaxation but also a period of trepidation. Here is a period when your income flows will either stop or slow substantially. You normally have double the time and half the money. That can be scary if you are looking to address issues like monthly expenses, emergencies and insurance after retirement. Of course, one of the keys to enjoying […]

New fund offerings (NFOs) of mutual funds are somewhat like an IPO for equities. An NFO is issued either because the AMC wants to raise funds for the first time or because there is a new category of fund where the AMC does not have an exposure. What exactly is an NFO or new fund offering? When a fund house issues units for the first […]

How are mutual funds taxed? Are they taxed like equity instruments or like debt instruments? Are there any special advantages of investing through mutual funds? One of the major advantages of investing in mutual funds, that is oft quoted, is that it is tax efficient. Before getting into specifics of tax implications of mutual funds, let us first understand how mutual funds are classified into […]

If you really want a kind of a compromise between equity funds and debt funds, the answer lies in Hybrid funds. Hybrid funds, as the name suggests, are a combination of equity and debt and at times even more than that. What exactly does a Hybrid Fund do? Here are some of the highlighters that you need to remember about hybrid funds in the Indian […]

Broadly, there are two ways of doing asset allocation. You can either do your own allocation to equity, debt and derivatives or you can rely on a hybrid fund. The hybrid fund is a formula based combination which combines debt, equity, gold and derivatives as the case may be in different proportions. The idea is to provide a complete palate of risk and return classes […]

As the name suggests, hybrid funds are a mix. That means they combine equity and debt in different proportions. It is somewhere in between an equity fund and a debt funds in terms of risk and returns. Typically, hybrid funds invest your money in both debt and in equity.

One of India’s leading credit rating agencies, CRISIL, has a dedicated rating model for mutual funds also, apart from debt and infrastructure projects, where they specialize. The CRISIL model essentially ranks mutual funds based on various parameters. Rating plays a crucial role in determining the authenticity of the fund and its ability to perform in the future. While ratings are not a guarantee of future […]

In the last 2 years, the Dow Jones index and the NASDAQ index have more than doubled. Stocks in the US markets like Amazon, Microsoft, Nvidia and Tesla have been among the prime performers beating the index by a huge margin. Can an Indian investor sitting in India investing in these international assets. Today, it is even possible to invest directly in global stocks either […]