List of Mutual Funds Articles

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

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.

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.

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 […]

SIPs or Systematic Investment Plans are one of the most sought-after methods for investors to invest systematically and steadily over the long term. Investors in India prefer to invest in Mutual Funds through SIPs. However, investors are aware of a single type of SIP that comes in its most basic form. To meet the investment needs of the investors, fund houses have now introduced different […]

Systematic investment plans or SIPs of mutual funds have emerged as a preferred investment for investors to create wealth or to create a corpus. The beauty of SIPs is that it does not require that investors time the markets. They can adopt a passive approach of disciplined allocation on a regular monthly basis and the SIP takes care of the rest. SIPs are popular for […]

It is quite clear that mutual funds are a fantastic way of building a long term portfolio to meet your financial goals. The question is about the process. How to actually go about the process of creating a mutual fund portfolio? Clearly, there are no golden rules to create a mutual fund portfolio. However, it should be predicated on two basic principles. The first principle […]

If you are investing in mutual funds for the first time, then the combination of over 40 AMCs, thousands of fund schemes, sub-plans and options can make mutual funds look complex. Actually, they are not really complex. Here is an attempt to demystify the world of mutual funds. What exactly is a mutual fund and what it does? A mutual fund is a pool of […]

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 […]

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 […]

Thanks to advances in technology and security, today it is possible to do e-KYC online and start investing in mutual funds. Just as you can get your bank account opened, trading account activated and also your mobile connection using your Aadhar card, you can also start your mutual fund investing using your Aadhar card authentication. How is E-KYC for mutual fund investing different from traditional […]

You so often get to hear statements like “the investment has given CAGR returns of 13% over 10 years”. Or you hear something like “Profits of Company X grew at a CAGR of 15% over the last 5 years”. What exactly is this CAGR and how is it useful in the world of finance and investments. More importantly, how do you make use of this […]

The Reserve Bank of India introduced the Marginal Cost of Funds based Lending Rate (MCLR) in April 2016 to modify the existing base rate / RPLR system. According to the modified RBI guidelines, banks are required to calculate their MCLR, which will be the internal benchmark lending rates.