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.

If you cannot leverage the volatility of the equity market on your own, arbitrage funds can do it for you. Check out this post to know 10 of the top-performing arbitrage funds that you can consider for 2020. Best Arbitrage Funds Investment- How to Get Started Equity markets are volatile. This inherent volatility keeps most of the people away from the markets. But experienced investors […]

If you have financial goals and have a financial plan to achieve these goals, you would have surely heard of portfolio rebalancing. Most of us understand what is portfolio creation. After all, you select equity funds and debt funds according to your long term goals and then the mix will gradually grow to help you achieve your goals. But then investment plans are never static […]

Today, one of the most popular and well understood terms in mutual fund investing is Systematic investment plan (SIP). For most long term investors looking at a horizon of over 10-15 years, equity funds have emerged as the favourite instrument for generating wealth in the long run. Let us understand why the SIPs generate wealth in the long run? That is because equities in the […]

Many of us think that fixed maturity plans (FMPs) and bank fixed deposits are almost the same. The basic similarity between FMPs and bank FDs is that both of these products are close ended and have a definite maturity date. The below article provides an in-depth analysis of what FMPs are.

Today, debt funds have emerged as one of the most popular mutual funds in the country. They offer stability and flexibility with low risk and are, hence, considered a favourite among conservative investors. Now, the question arises: which type of debt fund is optimal for you and your financial goals? What are debt funds? Mutual funds are one of the most popular and preferred modes […]

In layman’s terms, an MF is a collective investment product. All that an MF does is that it collects money from numerous investors and invests in a diversified range of stocks, bonds or other securities. Professionals manage the portfolios, so even relatively low-footing investors in effect get considerable market cap exposure along with expert knowledge. These are benefits that can be difficult to replicate on […]

Investment portfolios usually consist of investments in a wide range of securities like stocks, bonds and cash equivalents. This combination depends on the investor’s risk tolerance level, which affects the returns potential of the portfolio investments. But, establishing a strong investment can be challenging especially if you are an amateur investor. It requires extensive knowledge regarding the market and the securities, to calculate the RRR […]

A Net Asset Value or NAV plays a major role when buying a mutual fund investment. The latter is still considered as one of the most popular safe investment choices worldwide.

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.

Investing in diverse financial assets aids you in augmenting your accumulated wealth. If there’s any such asset class that boosts your income levels, it’s mutual funds.