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.

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.

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 […]

In the past, people earned, saved and piled the savings in the savings account to achieve their short and long term goals. Nowadays, people prefer to invest their money in financial instruments that offer them much higher returns than savings accounts. To accumulate wealth and fulfil their goals, investors are increasingly turning towards mutual funds investment, by far one of the most popular forms of […]

With so many different types of funds to choose from, mutual funds ensure that every type of investor can find a scheme that best meets their requirements. But, while people focus on factors like returns potential, historical performance, and the expense ratio, they often overlook the tax implications. To make the right investment decision, something as crucial as mutual fund taxation cannot be neglected. Take […]

Do Hybrid Funds really add value to your portfolio? Why exactly should an investor be investing in Hybrid funds and which hybrid funds to select? What is a Hybrid Fund all about? Hybrid mutual funds, as the name suggests, are a category of mutual funds that invest in a combination of asset classes such as equity and debt as well as other asset classes like […]

You may have heard the terms “large cap,” “small cap,” and “mid cap” thrown around while talking about stocks as a novice investor. Mid-cap companies are sometimes disregarded and misunderstood, whereas large-cap stocks are well-known household brands, and tiny caps frequently garner attention for their development potential. We will explore the definition of mid cap stocks companies, their traits, and the reasons you ought to […]

The market is growing and everyone is here to reap the benefits. Equity mutual funds are seeing a surge not just in net investments but also delivering extraordinary returns.

As compared to large-cap and mid-cap mutual funds, small-cap mutual funds have higher returns potential. If you are an aggressive long-term investor, 2020 can be a great year to invest in small-cap funds. This article has information about 5 of the top small-cap funds you can consider for your portfolio. Equity mutual funds are widely popular for their long-term growth potential. When categorized based on […]

We tend to talk about diversification of risk, diversified portfolio, diversified mutual funds etc. But, what exactly is diversification as a concept and how and why does it actually work in practice? What is meant by diversification? So, what exactly is a diversified portfolio and how to diversify your equity or mutual fund portfolio? The logic of diversification is to reduce your risk by spreading […]

SIP offers excellent investment opportunities in a time-bound and structured manner. As a prudent investor, you must know how to optimise returns on your investments in mutual funds through SIP. This post has five crucial tips that will help you maximize your profits. SIPs or a Systematic Investment Plan is a way of investing in a mutual fund whereby the investment is made periodically. The […]