List of Mutual Funds Articles

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

Registrar and Transfer Agents (RTA) manage shareholder records and facilitate share transfers. Explore their essential functions and role with India Infoline.

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

Nifty BeES, a combination of a share and a mutual fund unit, trades on the capital market segment of NSE

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.

If you though that investing in mutual funds can be a breeze thing again. One of the big challenges that you will face in picking a mutual fund is the surfeit of choice available. Just look at the numbers. With over 40 AMCs, over 1,400 funds and more than 3,000 schemes on offer, you are truly spoilt for choice. Let us look at 10 smart […]

When you invest in a mutual fund, you normally have the choice of investing either in a growth plan or dividend plan of the same fund. You will also fund that the dividend plan normally tends to have a lower NAV as compared to the growth fund. The growth plan just accumulates your money while dividend plans tend to pay out regular dividends. Can You […]

The Rajiv Gandhi Equity Savings Scheme or the (RGESS) was launched in 2013 to encourage retail and small investors to participate in the equity cult. However, the scheme had too many limitations and had to be eventually wound up in 2018. Here is a quick look at the RGESS scheme for equity investing. What was the RGESS scheme all about? The Congress led UPA government […]

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 […]

Folio numbers are the unique account-level identifiers that mutual fund houses and registrars use to organize, track, and service an investor’s holdings efficiently within a fund house. They simplify record-keeping, speed up transactions, and make portfolio access and customer support more seamless across the investment journey. What It Means At its core, a folio number is an account reference that links all details, units, transactions, […]

Fixed Maturity Plans (FMPs) of mutual funds are now few and far between. They were quite popular as closed ended schemes wherein investors could put money and match with maturity outflows. However, things changed with the 2014 budget which changed the definition of LTCG for FMPs from 1 year to 3 years. The result was a massive redemption in FMPs in the year 2015 and […]

Sector fund or thematic funds have been around for a long time in India. In fact, as per AMFI there are 102 sectoral / thematic schemes in India managing nearly Rs.133,000 crore across these sectoral funds. Most of the sector funds are small in size. How is a sector fund different from a thematic fund? In a way, both are same in the sense that […]

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 […]

If there is one organization in India that has played a stellar role, and continues to play a stellar role in educating investors about the nuances of mutual fund, it is the Association of Mutual Funds of India. Popularly known as AMFI, it is just an association to further the cause of mutual funds and ensure that mutual funds penetrate better in India. The AMFI […]

One of the best things about the mutual fund industry is switching from one scheme to another in the same fund house. Not many of you may know about it, but you can take advantage of shifting to another scheme if you invest in mutual funds via Systematic Transfer Plan or STP. Read further to know about its features and how it will benefit you […]