List of Mutual Funds Articles

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

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

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.

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.

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.

Getting Started With Short Term Capital Gain Tax (STCG) Investors usually try to understand the risk and returns before investing in a mutual fund. They want their investment in different funds to witness capital appreciation. However, a factor that many investors oversee is taxes levied on the returns. For example- You open a fixed deposit account and earn returns at an interest rate of 8% […]

While most AMCs (Asset Management Companies) now have online platforms from where investors can buy mutual funds, a lot of beginners are unaware of the steps they should follow. Steps to Buying Mutual Funds To begin with, let us first have a look at the crucial part of your first mutual fund purchase process- completing KYC or eKYC. What is KYC or eKYC? As per […]

Normally, growth investing and value investing are seen as two opposite sides of investment strategy, although it may not always be true.

With the growing popularity of equity funds that invest money in shares, many new investors confuse mutual funds with shares. With little investment knowledge and experience, a lot of new investors get confused between mutual funds and shares. Some even assume that mutual funds and shares are the same. However, mutual funds and equities are completely different financial instruments. Let us have a detailed look […]

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 […]

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

A Systematic Investment Plan, commonly known as SIP is where regular fixed amounts are invested in your preferred Mutual Fund scheme. A Fixed amount is deducted each month from your savings account which is invested in the Mutual Fund of your choice. Advantages of investing in SIP: Here is a look at the advantages of investing in SIP: Simplicity of choice With SIP, you can […]

“Dead men tell no tales”. This holds for market indices and the performance of mutual fund managers. While the fittest ones survive, those not existing anymore should not be buried.

The Opportunities Fund (OF), as the name suggests, is basically a diversified equity mutual fund whose fund manager is on a constant look-out for investment opportunities.

You may have heard the terms “large cap,” “small cap,” and “mid cap” thrown around while talking about stocks as a novice investor. Mid-cap companies are sometimes disregarded and misunderstood, whereas large-cap stocks are well-known household brands, and tiny caps frequently garner attention for their development potential. We will explore the definition of mid cap stocks companies, their traits, and the reasons you ought to […]