List of Mutual Funds Articles

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.

Learn how Market Trends affect your mutual fund investments. Discover strategies for navigating market volatility and maximizing returns in any market condition.

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

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.

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.

Find out what DDT is, how it is calculated, and who is applicable to pay it. When you buy shares of a company via the stock market, there are two main ways by which you can make money. The first is by the usual technique of buying stocks when the market is low and selling when the market is high, thus making a profit. The […]

ESG investing refers to Environmental, Social and Governance investing. Socially conscious investors prefer to evaluate ESG ratings alongside traditional financial metrics. ESG includes factors such as good governance, pollution mitigation, equal employment opportunities, etc.

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 […]

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.

While most AMCs (Asset Management Companies) now have online platforms from where investors can buy mutual funds, a lot of beginners are unaware of the steps they should follow. Steps to Buying Mutual Funds To begin with, let us first have a look at the crucial part of your first mutual fund purchase process- completing KYC or eKYC. What is KYC or eKYC? As per […]

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 […]

Among the various categories of hybrid funds as per AMFI definition, one of the very intelligent fund in terms of allocation logic is the Equity Savings Fund. In a nutshell, this fund is a combination of equity funds, debt funds and cash-futures arbitrage. What does this fund really try to achieve? On the one hand, it is predominantly an equity fund with a long term […]

ELSS funds enhance your yields by providing tax exemptions under Section 80C of the Income Tax Act. The beauty of this scheme is that it is a long term wealth creator with low lock in period. At the same time, the tax exemption enhances the yields on the fund, as compared to a normal equity fund. Some Of The Key Merits Of Equity-linked Savings Scheme […]

Financial markets make an intricate ecosystem consisting of several components. Within this web, there exists a myriad of participants.

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 […]