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.

If you though that investing in mutual funds can be a breeze thing again. One of the big challenges that you will face in picking a mutual fund is the surfeit of choice available. Just look at the numbers. With over 40 AMCs, over 1,400 funds and more than 3,000 schemes on offer, you are truly spoilt for choice. Let us look at 10 smart […]

You must have come across gold ETFs traded on the stock exchanges. Globally gold ETFs are huge and are just about catching on in India. Gold ETFs are like a gold mutual fund, the only difference being that the gold ETF is traded on the stock exchange like any other stock and you can hold it in your demat account like any other stock. Unlike […]

It is quite natural to be confused between equity funds and ELSS funds. An ELSS fund is just an equity fund with a tax break. The portfolio of an ELSS fund will be approximately like any diversified equity large cap fund. It is just the lock-in of 3 years and the effective returns that are different in case of ELSS Funds. Is it True That […]

Performing risk assessment is vital while choosing an investment avenue.

Do Hybrid Funds really add value to your portfolio? Why exactly should an investor be investing in Hybrid funds and which hybrid funds to select? What is a Hybrid Fund all about? Hybrid mutual funds, as the name suggests, are a category of mutual funds that invest in a combination of asset classes such as equity and debt as well as other asset classes like […]

An arbitrage fund is classified as an equity fund for tax purposes but it is virtually a fund that mirrors debt market returns. But what exactly is an arbitrage fund? Let us look at this category of funds in detail? How do arbitrage funds invest? As the name suggests, an arbitrage is a mispricing opportunity which the trader tries to exploit. This is a very […]

We tend to talk about diversification of risk, diversified portfolio, diversified mutual funds etc. But, what exactly is diversification as a concept and how and why does it actually work in practice? What is meant by diversification? So, what exactly is a diversified portfolio and how to diversify your equity or mutual fund portfolio? The logic of diversification is to reduce your risk by spreading […]

In mutual funds, you must have often come across the world, systematic transfer plan (STP). What exactly is this product all about? How is the STP different from an SIP and an SWP pertaining to mutual funds

There is a tendency to equate contra funds with value funds. While they do share some of the common characteristics, there is an essential difference between. Value funds focus on buying stocks that are available well below their intrinsic value. Like Buffett said, they look for margin of safety. However, Contra Funds focus on stocks that are currently underperforming but are expected to turnaround in […]

A mutual fund is one of the most popular investments tools in India and has grown substantially of late. If you look at the retail participation via Systematic Investment Plan (SIPs) and in terms of number of folios, the contribution of retail investors to mutual funds is huge. However, one important consideration for investors in any asset class is liquidity. Liquidity is not only in […]