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.

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 […]

A hedge fund is a financial instrument that allows sophisticated investors to make risky investments. The most basic explanation of a hedge fund is that it’s an investment pool that can be leveraged to profit from market swings

If you have invested in mutual funds, you have surely heard of Sharpe and Treynor ratios. In fact, if you open the fund factsheet of any equity mutual fund, you will find the Sharpe ratio disclosed of the fund under the fund analytics section. Some funds even disclose the Treynor ratio for the particular equity fund. What exactly are these Sharpe Ratios and Treynor ratios […]

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

To achieve your financial goals through investing, you need professional guidance to keep you on track for accomplishing your goal by helping you choose the best investment strategy. For this, a professional mutual fund advisor is your best bet. Investing in Mutual funds can seem overwhelming, especially if you are a first-time investor. Many factors decide the success of a mutual fund, such as past […]

One of the standard dilemma or choice that investors have to make is whether to invest directly in equities or through the route of equity mutual funds. Frankly, there are no clear answers. However, we can adopt a question approach and ask some logical questions to arrive at this decision. Do you have time and bandwidth to track investments? This is the most important question […]

Equity-oriented mutual funds come with higher return potential, although they also carry a certain amount of risks. This post will help you understand what these funds are and how they work. They are primarily of three types – Equity Funds, Debt Funds and Hybrid Funds. Equity mutual funds are those where the predominant percentage of the corpus of the collected fund is invested in equity […]

As an investor, you must know more than the basics to become a savvy investor. To advance in your investment journey, you need to understand advanced concepts such as risk-return trade-offs. The return of investment is of prime importance for every investor. But, while generating higher returns, investors fail to consider the risks involved. The returns of any investment in a financial market is directly […]

As a new investor, selecting a mutual fund that suits your financial profile goals can be time- consuming and confusing. This blog offers a quick guide to buying mutual funds in India in 2020. For most amateur investors who don’t know how the stock market works, Mutual Funds (MF) offer a defensive investment path. Instead of investing directly in stocks, a financial expert or fund […]

Disciplined investing is one of the most challenging habits to incorporate as a young investor. They fear market fluctuations and often think that now is not the right time to invest.