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.

Among the various categories of hybrid funds as per AMFI definition, one of the very intelligent fund in terms of allocation logic is the Equity Savings Fund. In a nutshell, this fund is a combination of equity funds, debt funds and cash-futures arbitrage. What does this fund really try to achieve? On the one hand, it is predominantly an equity fund with a long term […]

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 […]

Folio numbers are the unique account-level identifiers that mutual fund houses and registrars use to organize, track, and service an investor’s holdings efficiently within a fund house. They simplify record-keeping, speed up transactions, and make portfolio access and customer support more seamless across the investment journey. What It Means At its core, a folio number is an account reference that links all details, units, transactions, […]

Find out why you need to start investing in mutual funds as early as possible for your child’s education. Getting Started with Mutual Funds for Child Education The importance of education cannot be overstated enough. If you’re a new parent or planning to be one, then the thought of educating your child must have already crossed your mind. As we are aware, the cost of […]

Introduction to Consolidated Mutual Funds Statement Most investors never invest in one mutual fund all their life. They may invest either directly or through a broker but the fund house will allocate a specific Folio Number to each client. This folio number can be used for future investments redemption, statement procurement etc. However, the folio number based query is ok, if you only have investment […]

Just like all-season shoes, all-weather funds are designed to perform well in every market condition.

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 […]

Today when you talk of multi-cap mutual funds, there are two names that will obvious come to mind. There are the traditional multi-cap funds which has a restricted permission to invest in large caps, mid-caps and small caps. The other option is to opt for a flexi cap fund in the Indian context where the fund manager has much greater leeway in deciding on the […]

The mutual fund industry is growing like never before owing to its promise of high flexibility, well-diversity, and expert portfolio management.

The market is growing and everyone is here to reap the benefits. Equity mutual funds are seeing a surge not just in net investments but also delivering extraordinary returns.