List of Mutual Funds Articles

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.

Registrar and Transfer Agents (RTA) manage shareholder records and facilitate share transfers. Explore their essential functions and role with India Infoline.

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.

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.

Fixed Maturity Plans (FMPs) of mutual funds are now few and far between. They were quite popular as closed ended schemes wherein investors could put money and match with maturity outflows. However, things changed with the 2014 budget which changed the definition of LTCG for FMPs from 1 year to 3 years. The result was a massive redemption in FMPs in the year 2015 and […]

Small-cap companies, do not have any set definition. However, there are some accepted definition of small cap companies. Typically a company that has a market capitalisation of less than Rs.5,000 crore is normally classified as a small cap company. Funds that are dedicated to investing in such small cap companies are called small cap funds. However, SEBI in its classification logic for mutual funds has […]

Experts believe that small caps are all-set for recovery in 2020. While most small-caps underperformed throughout 2019 and even 2018, they have probably bottomed out and can outperform large-caps and mid-caps this year. In the last 3-months, the S&P BSE Small-cap index gained almost 10%. In the same period, the frontline BSE Sensex gained around 1.3%. After underperforming in comparison to larger caps for nearly […]

Diversification is the key to building a successful investment portfolio. Among numerous financial instruments, you can use it to diversify; Index mutual funds can help you effectively achieve the diversification goals. Read on to know what they are, how they work, and who should invest in them. An Overview Equity is one of the most rewarding asset classes in terms of returns. However, when building […]

Debt funds that invest in debt instruments. These can be short duration instruments or long duration instruments. These can be short term liquid funds or long term G-Sec funds. They can be funds on corporate debt or a combination of these. Even within corporate debt funds, these debt funds can be high credit quality or mid credit quality funds. There is a huge choice in […]

There are many tax-saving instruments available under section 80C of the Income Tax Act. In this post, we compare two popular tax-saving instruments- ELSS and PPF. While both options help you save tax under section 80C of the Income Tax Act, they differ in many ways. Let’s understand the differences. What is ELSS? Equity Linked Saving Schemes (ELSS) is an equity-oriented scheme where at least […]

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 […]

With investment options such as equity, the timing of your entrance into the market is of prime importance. A common mistake new investors make is that they miss the market’s ideal entry and exit points. They tend to invest when the market is already at the peak of the bull market and are forced to sell at a loss when the prices crash in the […]

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. […]

Does investing in mutual funds seem profitable to you? Undoubtedly, mutual funds have become quite popular with individuals desiring to grow their wealth. So, if you wish to accomplish your financial goals, it's time you understand the ins and outs.