List of Mutual Funds Articles

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.

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.

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.

Investing in mutual funds for a period of one-year needs a mix of capital safety and liquidity. You basically want to earn stable returns even if it is less than other longer-term investment plans. Obviously, when you talk of 1 year investment horizon, it cannot be an equity fund or even a hybrid fund. Even in debt funds, you cannot go for long term debt […]

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

Mutual funds are one of the most popular securities to invest in currently. Diversified, convenient and professionally managed, mutual funds offer attractive returns. However, these investments come with their own risks. Although mutual funds are considered to be a relatively safe investment tool, their performance depends on the prevailing market variations. Like any other scheme, investing in mutual funds involves a certain amount of risk. […]

The two most popular banking facilities offered to the NRIs are the Non Resident External (NRE) account and the Non Resident Ordinary (NRO) account. While the NRE account is a foreign currency account, the NRO account is a rupee account. Let us look at NRE FDs, NRE FD rates, NRO FDs and NRO FD rates and the pros and cons of each option.

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, […]

Dividend plans of mutual funds made a lot of sense as long as the dividends were tax free in the hands of the investor. However, this benefit was withdrawn in two steps. Firstly, the Income Tax Act introduced dividend distribution tax (DDT) on dividends to be paid by the payer. This was tantamount to reduction of dividend. Subsequently, the dividends were made fully taxable two […]

When you invest in a mutual fund, the asset manager charges an annual fee to manage your investment known as the expense ratio. Read on to know about the expense ratio, its components, and its significance while investing in mutual funds. What is an Expense Ratio While managing your investment, the Asset Management Company (AMC) incurs expenses like advertising expenses, management fees, administrative expenses, transaction […]

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 […]

When selecting equities for a fund, the weighted market capitalization approach is sometimes criticized for having an unwarranted concentration on a small number of stocks. modest-cap companies have a modest index weight and are frequently excluded from the selection criterion.

As a new investor, selecting a mutual fund that suits your financial profile goals can be time- consuming and confusing. This blog offers a quick guide to buying mutual funds in India in 2020. For most amateur investors who don’t know how the stock market works, Mutual Funds (MF) offer a defensive investment path. Instead of investing directly in stocks, a financial expert or fund […]

Mutual fund investment is one of the best ways to maximize your returns by investing in market-linked instruments. It allows you to avoid the volatility associated with equities and low returns from debt instruments by giving you the best of both worlds. Mutual fund investment through Systematic Investment Plans (SIPs) has gained popularity by leap and bounds in the last few years as more people […]

Institutional investors are a company or organizational investors that invest money on behalf of other people.