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.

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

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.

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.

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.

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 there is one organization in India that has played a stellar role, and continues to play a stellar role in educating investors about the nuances of mutual fund, it is the Association of Mutual Funds of India. Popularly known as AMFI, it is just an association to further the cause of mutual funds and ensure that mutual funds penetrate better in India. The AMFI […]

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 […]

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 […]

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 […]

How are ELSS funds different from normal equity funds? Structurally both are equity funds with an equity portfolio mix. Hence, the only difference is the lock-in period in ELSS, which makes them eligible for tax breaks under Section 80C. How does the lock-in period in ELSS schemes work? Equity linked savings schemes (ELSS) are a variant of equity funds with a tax benefit embedded in […]

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 […]

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 […]

Among the various types of debt funds available in the market, one of the most popular has been the Monthly income plan or MIP. While MIPs as a debt product gives higher returns than traditional bank FDs, they are not an assured return product, as is normally perceived. Let us delve deeper into MIPs. At the outset, MIP is not an assured income product nor […]

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 […]