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.

Registrar and Transfer Agents (RTA) manage shareholder records and facilitate share transfers. Explore their essential functions and role with India Infoline.

One phrase is gaining popularity and drawing interest from new and seasoned investors in the constantly evolving world of investments: smart beta funds.

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

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.

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 […]

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 […]

There is a popular saying in Wall Street that “Gentlemen and governments prefer bonds”. Referred to by various names like bonds, debt and fixed income instruments, they essentially mean the same thing. Unlike an equity, which is an instrument of ownership of a company, debt creates a relationship of lender and borrower between two parties. The borrower raises money by issuing bonds while the investor […]

Small-cap companies, do not have any set definition. However, there are some accepted definition of small cap companies. Typically a company that has a market capitalisation of less than Rs.5,000 crore is normally classified as a small cap company. Funds that are dedicated to investing in such small cap companies are called small cap funds. However, SEBI in its classification logic for mutual funds has […]

One of the biggest advantages of investing in mutual funds is the fact that there are schemes to suit every type of investor. Regardless of your investment horizon or the capital available at your hands, there are different types of mutual fund schemes to match your investment goals. Another great benefit of mutual funds schemes is that they help you save taxes. Popularly known as […]

Get started with Equity Mutual Funds Have you ever wondered as to what exactly is a mutual fund? You can understand a mutual fund as a pool of resources managed by an expert fund manager so as to diversify your risk and help you earn consistent returns over time. That looks confusing right? Things will be a lot simpler as we go along. What are […]

Equity funds are one of the most popular types of mutual funds among investors. Owing to their high- return potential, many include it in their investment portfolio. However, there are various types of equity funds, based on their characteristics and risk-reward potential. By knowing the risk-reward potential, you can select the best equity funds to add to your portfolio. But before that, let’s learn about […]

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 […]

As the name suggests, the systematic investment plan (SIP) is a gradual and disciplined method of investing in a mutual fund. For example, you decide that you can afford to save Rs.5,000 per month. You set up a SIP for Rs.5,000 on a particular date (say 10th of every month) and on that day the amount gets debited and the mutual fund units will get […]

If you are aiming for long-term wealth creation or want to build a diversified portfolio, equity funds can be a great option. Read this post to know what they are, how they work, and who should invest in them. Equity Mutual Funds and Wealth Creation How do equity mutual funds create wealth over the long term? There are 5 reasons why these equity funds manage […]