List of Mutual Funds Articles

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.

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

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.

Institutional investors are a company or organizational investors that invest money on behalf of other people.

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 […]

Equity Mutual funds, known for their high return potential and their risk possibility, are exchange-traded funds (ETFs) that invest majorly in equity and equity-oriented instruments. As per SEBI guidelines, any fund that invests 65% or more of its corpus in equity is referred to as equity fund. Since these funds invest majorly in equity, they are known for their higher return potential. However, many people are […]

ELSS or Equity Linked Savings Scheme is similar to any other diversified equity mutual fund except that it comes with a 3-year lock-in period and tax advantage. You can also invest in an ELSS fund through an SIP or Systematic Investment Plan. ELSS mutual funds are one of the most popular types of mutual funds among investors. Apart from bringing diversification to your portfolio with […]

Government-backed securities are known to be one of the safest investments options. By investing in such securities, gilt mutual funds offer a dynamic blend of decent returns and low risk. Let’s understand what gilt funds mean, how they work, what their risks and returns look like etc. What are Gilt Mutual Funds? Gilt funds are one of the oldest investment options in India; these existed […]

More and more people now know how investing in mutual funds can be beneficial in creating wealth for short-term and long-term. It has become necessary to help new investors understand the different types of mutual funds that one can invest in. Mutual funds, as most of us know by now, are funds that are pooled from many investors and invested collectively in securities like equity, […]

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 […]

A Dividend Reinvestment Plan (DRIP) is a program that allows shareholders to automatically reinvest their cash dividends into additional company shares.

New investors or those who are not very experienced with investing look for more risk-free and stable options like a diversified mutual fund. However, seasoned and experienced investors can increase their risk appetite to earn 2-3% more returns. There are numerous investment instruments capable of giving higher returns than others but demand a higher risk appetite. One high-risk, high reward investment instrument is the credit […]

There are numerous investment options in the capital market that have unique features and different return potential. However, investors often confuse two of the most sought after investment instruments; Fixed Deposit (FD) and SIP (Systematic Investment Plan). Should you stick to standard fixed deposit (FD) or consider SIP for investment? Which is a better option that will give you value for money? Difference Between SIP […]