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.

Learn how Market Trends affect your mutual fund investments. Discover strategies for navigating market volatility and maximizing returns in any market condition.

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.

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.

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.

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. […]

What if you have money, know that you have to invest but do not know how to go about it? The answer is portfolio management. Let us look at a practical situation. For a moment that you have a corpus of around Rs.2 crore either in your bank or in the form of shares. What can you really do with these funds? There are various […]

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 of the best things about the mutual fund industry is switching from one scheme to another in the same fund house. Not many of you may know about it, but you can take advantage of shifting to another scheme if you invest in mutual funds via Systematic Transfer Plan or STP. Read further to know about its features and how it will benefit you […]

Mutual funds are an excellent investment option, where you have the flexibility to invest in different types of securities like debt funds, equities, or gold. Expert fund managers manage mutual funds and allow the investor to build a robust corpus to meet their financial goals. Additionally, mutual funds are an excellent tax-saving investment option. Getting started with Mutual fund But, if you are an amateur […]

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.

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 […]

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 […]

An arbitrage fund is classified as an equity fund for tax purposes but it is virtually a fund that mirrors debt market returns. But what exactly is an arbitrage fund? Let us look at this category of funds in detail? How do arbitrage funds invest? As the name suggests, an arbitrage is a mispricing opportunity which the trader tries to exploit. This is a very […]