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.

How much money do you need to make profits in the stock market? Take a guess. Some believe that investing in the stock market requires thorough knowledge, efforts, risk-taking abilities, and a huge amount of money.

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.

Find out why you need to start investing in mutual funds as early as possible for your child’s education. Getting Started with Mutual Funds for Child Education The importance of education cannot be overstated enough. If you’re a new parent or planning to be one, then the thought of educating your child must have already crossed your mind. As we are aware, the cost of […]

Debt instruments such as bonds or debentures offer returns to investors in the form of periodical interest. The interest rate offered by these debt instruments is either fixed or floating. Floater funds invest in instruments that deliver the latter. What Are Floater Funds? Investors prefer debt instruments like bonds as they offer fixed returns. They have a fixed interest rate, and once the investment matures, […]

Hybrid funds are a combination of equity and debt features into a single fund. The idea is to get the best features of equity and debt into a single fund, although it does not always work that way.

A revenue-sharing model is a business arrangement where income earned from commissions is shared between two or more parties based on a pre-agreed ratio. In mutual fund distribution, this model is commonly used when a primary distributor works with authorised persons or sub-agents to service clients and grow assets under management. Instead of earning separately, both parties share the trail commission generated from investments, ensuring […]

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 […]

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?

Did you know that if you want to create wealth in the long run and plan for your future goals, you have the choice of systematic investment plans (SIPs) and public provident funds (PPF). How do you select between these 2 choices? In other words, how do you select between PPF and SIP as an investor? Start With Your Goal What do you understand by […]

One of the common problems in lump sum investing is that you are already invested and don’t have liquidity on hand to capitalize on opportunities that may arise from time to time. That is why, if you are looking at a long term plan then Systematic Investment Plan (SIP) approach works better. It gives the added advantage of rupee cost averaging (RCA). This would obviously […]