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.

If you have financial goals and have a financial plan to achieve these goals, you would have surely heard of portfolio rebalancing. Most of us understand what is portfolio creation. After all, you select equity funds and debt funds according to your long term goals and then the mix will gradually grow to help you achieve your goals. But then investment plans are never static […]

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 […]

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 […]

When you hold multiple funds in your portfolio, there are bound to be some common stocks in the two portfolios.

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 […]

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.

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.

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.

When it comes to investments in mutual funds, it is not just citizens of India who have a right to invest. Even NRIs are entitled to make investments in India. Are you an NRI planning for mutual fund investment in India? Then read this article to know more about the process and regulations. Getting Started with NRI Investment in Mutual Funds in India India is […]

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 […]