List of Mutual Funds Articles

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.

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

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.

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 […]

It has been observed that systematic investment plans or SIPs are best suited to long term creation of wealth. But there are some very critical advantages of SIPs. Here are a few. SIPs give the benefit of rupee cost averaging. In good times you get more value and in bad times you get more units. SIPs are a discipline. By default, each month on a […]

Broadly, there are two ways of doing asset allocation. You can either do your own allocation to equity, debt and derivatives or you can rely on a hybrid fund. The hybrid fund is a formula based combination which combines debt, equity, gold and derivatives as the case may be in different proportions. The idea is to provide a complete palate of risk and return classes […]

You must have come across gold ETFs traded on the stock exchanges. Globally gold ETFs are huge and are just about catching on in India. Gold ETFs are like a gold mutual fund, the only difference being that the gold ETF is traded on the stock exchange like any other stock and you can hold it in your demat account like any other stock. Unlike […]

Retirement is not just a period of relaxation but also a period of trepidation. Here is a period when your income flows will either stop or slow substantially. You normally have double the time and half the money. That can be scary if you are looking to address issues like monthly expenses, emergencies and insurance after retirement. Of course, one of the keys to enjoying […]

New fund offerings (NFOs) of mutual funds are somewhat like an IPO for equities. An NFO is issued either because the AMC wants to raise funds for the first time or because there is a new category of fund where the AMC does not have an exposure. What exactly is an NFO or new fund offering? When a fund house issues units for the first […]

It is said that mutual funds are a solution to a lot of problems and challenges. Planning for your child’s education and secure future is one such challenge and here again it is mutual funds that come in very handy.

Investing in mutual funds can be highly beneficial especially if you are looking for a simple yet diversified way of investing. Mutual funds are professionally managed and convenient. A mutual fund is a financial instrument, which pools the money of different investors and then a fund manager invests them in different investment options and securities. When you invest in a mutual fund, you become the […]

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Mutual Funds have emerged as a major investment vehicle for Indian investors today. With an AUM of Rs.38 trillion and an equity AUM of more than one-third of the total corpus, mutual funds have surely come a long way. What exactly is a mutual fund and how do they fit into the investment structure in India? Can you explain the concept of Mutual Funds for […]