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.

A key aspect of financial planning is investing. There are several options and avenues available in the market. A tested and traditional method of investing is via Debt Mutual Funds. These acted as intermediates.

A mutual fund pools money from multiple investors and invests that money across various securities. It facilitates well-diversified portfolios and professional management.

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 […]

Today, debt funds have emerged as one of the most popular mutual funds in the country. They offer stability and flexibility with low risk and are, hence, considered a favourite among conservative investors. Now, the question arises: which type of debt fund is optimal for you and your financial goals? What are debt funds? Mutual funds are one of the most popular and preferred modes […]

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.

If you have invested in mutual funds, you have surely heard of Sharpe and Treynor ratios. In fact, if you open the fund factsheet of any equity mutual fund, you will find the Sharpe ratio disclosed of the fund under the fund analytics section. Some funds even disclose the Treynor ratio for the particular equity fund. What exactly are these Sharpe Ratios and Treynor ratios […]

As an investor, you must know more than the basics to become a savvy investor. To advance in your investment journey, you need to understand advanced concepts such as risk-return trade-offs. The return of investment is of prime importance for every investor. But, while generating higher returns, investors fail to consider the risks involved. The returns of any investment in a financial market is directly […]

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 […]

In the last 2 years, the Dow Jones index and the NASDAQ index have more than doubled. Stocks in the US markets like Amazon, Microsoft, Nvidia and Tesla have been among the prime performers beating the index by a huge margin. Can an Indian investor sitting in India investing in these international assets. Today, it is even possible to invest directly in global stocks either […]

For most investors, this may not really be a choice. Typically, a lump-sum investment makes sense only if you have a substantial sum of money available in your hand to invest in one go. Otherwise, you are better off doing a regular Systematic Investment Plan (SIP) out of your regular income. Here are 5 things you must know about lump sum investing, before we move […]