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.

Equity funds are one of the most popular types of mutual funds among investors. Owing to their high- return potential, many include it in their investment portfolio. However, there are various types of equity funds, based on their characteristics and risk-reward potential. By knowing the risk-reward potential, you can select the best equity funds to add to your portfolio. But before that, let’s learn about […]

If you are a mutual fund investor, you have surely used folio numbers. This is a unique client code that is allotted to you by a fund house (asset management company). Once you use this folio number to transact in the mutual fund schemes of a particular AMC, you can use that for repeated transactions. Here we present the Folio Number explanation in the form […]

Clean shares refer to shares of mutual funds, such as exchange-traded funds (ETFs) and index funds. A clean share does not carry embedded expenses like most traditional mutual fund products. The expense ratio is lower than most traditional products and is transparent.

Equity and equity-related instruments have constantly given higher returns to the investors than other traditional investment instruments. Although equity investments yield capital gains, an asset class, they also deliver returns in dividends. A lot of companies in India share a part of their earnings with their investors by paying dividends. While paying dividends is not mandatory, many companies do it as it makes their stocks […]

A systematic investment plan or SIP is all about making the investment work hard for you. If you have a target of making a crore in just 10 years, you have various options. You can start off with lumpsum and then add a SIP on top of that. However, that is assuming that you already have a corpus. The second is to take higher risk […]

Many of us think that fixed maturity plans (FMPs) and bank fixed deposits are almost the same. The basic similarity between FMPs and bank FDs is that both of these products are close ended and have a definite maturity date. The below article provides an in-depth analysis of what FMPs are.

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.

Equity-oriented mutual funds come with higher return potential, although they also carry a certain amount of risks. This post will help you understand what these funds are and how they work. They are primarily of three types – Equity Funds, Debt Funds and Hybrid Funds. Equity mutual funds are those where the predominant percentage of the corpus of the collected fund is invested in equity […]

One of the common problems in lump sum investing is that you are already invested and don’t have liquidity on hand to capitalize on opportunities that may arise from time to time. That is why, if you are looking at a long term plan then Systematic Investment Plan (SIP) approach works better. It gives the added advantage of rupee cost averaging (RCA). This would obviously […]

Management of mutual funds entails cost at the time of entry and exit. The back-end load is an exit cost upon selling the shares linked to the fund.