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.

‘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.

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

However, the truth is far from real. While it is true that Mutual Funds are not completely foolproof, it doesn’t mean it is a means of loss. There are specific reasons why people lose money in Mutual Funds.

Mid-cap mutual funds maintain a dynamic balance between risks and returns. While they are less risky than small-cap funds, the returns potential is higher than large-cap funds. This parity between risk and reward is what makes mid-cap funds an excellent choice for investors wanting to invest in equity mutual funds. Which are the best performing mid-cap funds on 1-year returns? Here is a list of […]

In the past, large cap, mid cap and small cap stocks were classified based on market cap. Normally, the companies with market cap of less than Rs.5,000 crore are classified as small cap stocks. However, subsequently, SEBI has changed this definition for the purpose of mutual funds. Now small cap is defined based on ranking as under. The top 100 stocks ranked on market cap […]

Have you ever found yourself going through recipes on YouTube and later trying them out in your kitchen? What if a fund manager did that and got you returns?

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 […]

Investing in a way that aligns with your religious beliefs can be quite challenging. But what if I told you that there’s a solution that offers equity investment avenues that strictly adhere to Islamic investing guidelines? This article explores their unique proposition.  Read on to learn about their functioning, benefits, and performance viability amid ethical constraints. Understanding Shariah-Compliant Investments Shariah refers to the religious law […]

We often get to hear the word Blue Chip stocks and blue chip funds quite often in the context of the stock markets. Normally, a blue chip stock is not about high returns but pedigree and performance over the years. These are stocks with stable business models and established brand names. In the Indian context, names like Tata Group, HDFC Bank, SBI, Reliance, Hindustan Unilever […]

With the growing popularity of equity funds that invest money in shares, many new investors confuse mutual funds with shares. With little investment knowledge and experience, a lot of new investors get confused between mutual funds and shares. Some even assume that mutual funds and shares are the same. However, mutual funds and equities are completely different financial instruments. Let us have a detailed look […]