List of Mutual Funds Articles

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.

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.

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

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.

Nifty BeES, a combination of a share and a mutual fund unit, trades on the capital market segment of NSE

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 […]

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 […]

It is quite common to use the terms money market funds and liquid funds interchangeably. The differences are minor and for the purpose of understanding you can just ignore the difference at this point of time. Typically, the idea of money market funds is to restrict the investment portfolio to assets that have a very short term maturity profile of less than 91 days. That […]

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 […]

Today, one of the most popular and well understood terms in mutual fund investing is Systematic investment plan (SIP). For most long term investors looking at a horizon of over 10-15 years, equity funds have emerged as the favourite instrument for generating wealth in the long run. Let us understand why the SIPs generate wealth in the long run? That is because equities in the […]

When you talk about long term capital gains tax on mutual funds you talk about debt and equity separately. However, when it comes to equity funds, there are two phases of LTCG calculation. There is pre-2018 budget and post-2018 budget. That is because, it was only in the Union Budget 2018 that the long term capital gains tax on equity mutual funds was made taxable […]

‘Don’t put all your eggs in one basket’, is a common phrase used in the investment world. It means that putting all the eggs in one basket increases the risk as if the basket falls; all the eggs will break.

Financial markets make an intricate ecosystem consisting of several components. Within this web, there exists a myriad of participants.

Let us start with a small riddle. In March 2020 the Nifty was at 25,700. In October 2021, Nifty touched 60,000. What would have been a better choice for you in March 2020; lump-sum investing or systematic investment plan (SIP) investing? Obviously, you would have been better off investing lumpsum in March 2020 because then your equity funds would have been up 133.5% over the […]

Abnormal returns — also popularly known as ‘alpha returns’ or ‘excess returns’ — are unexpected returns from a security or a portfolio, that are not congruent with market returns. Instead, it is the result of investor expertise.