List of Mutual Funds Articles

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

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.

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.

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.

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

Many of us think that fixed maturity plans (FMPs) and bank fixed deposits are almost the same. The basic similarity between FMPs and bank FDs is that both of these products are close ended and have a definite maturity date. The below article provides an in-depth analysis of what FMPs are.

Starting a mutual fund investment on your own is never easy. It takes a lot of time first to understand all the different kinds of mutual fund schemes and then match them with your financial goals. Direct schemes are not a specific type of mutual fund, like equity, debt, or hybrid. No matter what type of mutual fund scheme you end up selecting, you will […]

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 […]

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 […]

Hybrid funds are a combination of equity and debt features into a single fund. The idea is to get the best features of equity and debt into a single fund, although it does not always work that way.

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 […]

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 […]

Debt mutual funds are subject to various market risks. However, the side pocket is one such feature you should know about if you’re investing in debt mutual funds. Read further to know more about it. Side Pocketing in Debt Funds: An Overview Debt mutual funds or fixed-income funds usually consist of corporate bonds, government securities, debentures and money market instruments. These types of mutual funds […]

Government-backed securities are known to be one of the safest investments options. By investing in such securities, gilt mutual funds offer a dynamic blend of decent returns and low risk. Let’s understand what gilt funds mean, how they work, what their risks and returns look like etc. What are Gilt Mutual Funds? Gilt funds are one of the oldest investment options in India; these existed […]

Folio numbers are the unique account-level identifiers that mutual fund houses and registrars use to organize, track, and service an investor’s holdings efficiently within a fund house. They simplify record-keeping, speed up transactions, and make portfolio access and customer support more seamless across the investment journey. What It Means At its core, a folio number is an account reference that links all details, units, transactions, […]