List of Mutual Funds Articles

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.

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.

To understand the difference between debt funds and liquid funds, let us decode both these categories of mutual funds in further detail.

AIF does not come under the purview of SEBI’s mutual fund regulations. It is a private investment fund that invites investors from home or abroad to invest in their venture. Venture capital funds and hedge funds are some examples of AIFs.

Let us start with a small riddle. You have a choice of two funds. Fund A has given 14% annualized returns over the last 3 years and each year the returns have been in the range of 12% to 15%. Then there is Fund B that has given 16% annualized returns over the last 3 years. However, its returns in the last 3 years have […]

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 […]

An Overview of Mutual Fund NAV When investing in mutual funds for the first time, your financial advisor will tell you that the returns on a mutual fund are dependent on a number of factors. One of these factors that determine the value of your mutual fund investment is the fund’s NAV or Net Asset Value. Net Asset Value (NAV) In simple terms, net asset […]

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 […]

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.

Mutual fund investments are one of the best ways to build a corpus for achieving long-term financial goals. However, among numerous types of Mutual Funds, you can invest in, a Dividend Mutual Fund is an ideal investment to earn good systematic returns. Before you plan to invest in it, let’s understand more about it in detail. Getting started with Dividend Mutual Funds A dividend mutual […]

What do we understand by fund management? Let us say, you have a corpus of Rs.5 lakhs or you have a monthly surplus of Rs.10,000. Either ways, you are in a position to invest money smartly, but you don’t know how to go about it. One way is to give the funds to a professional fund manager like a mutual fund or a portfolio manager […]

Planning to invest in mutual funds? Confused about whether you should go the SIP route? Read this post to know ten reasons why Systematic Investment Plan (SIP) in mutual funds is one of the best investment options for every investor. Top ten reasons for investing in SIPs If you are looking for ideal ways to begin investing, a Systematic Investment Plan or SIP in mutual […]