Mutual Funds Articles

Today, one of the most attractive instruments for investors is mutual funds. The key reasons for the popularity of mutual funds are that they come...Read More

Here are the key features of liquid mutual funds that can help you make an informed investment decision... Read More

The Indian equity market is one of the most dynamic, a reason why foreign investors and financial institutions invest...Read More

Allocating Funds into Asset Classes: While a mutual fund is a somewhat familiar term among market enthusiasts...Read More

The purchase of debt funds means lending money to the issuer and making investments in government...Read More

ELSS or Equity-Linked Savings Schemes can make a difference. These are tax-saving mutual funds...Read More

A gilt fund is a portfolio that includes investments only for the settlement of securities that generate a fixed amount of interest..,Read More

The following sections explain what a hybrid fund is, its types, benefits, disadvantages, features, and more...Read More

A stock or mutual fund investor needs to know many techniques and terminologies to trade efficiently...Read More

Index funds have long been considered one of the smartest investment choices one can make...Read More

There are three main categories of funds you can invest in - large-cap, small-cap, or mid-cap...Read More

One of the most important asset classes to consider is fixed income, which is considered to be a safe...Read More

You can classify large-cap, mid-cap, and small-cap funds based on the market cap. Small-cap funds...Read More

Mutual Funds Categorisation In India are vital for mutual funds investment...Read More

NRIs can invest in Indian mutual funds per FEMA rules. They need an NRE/NRO account, KYC compliance, and may face restrictions under FATCA. Tax rules, DTAA, and repatriat...Read More

Difference Between Mutual Fund and NPS for earning higher returns...Read More

To get logical insight and a more definite idea about the difference between ELSS and mutual fund, we hereby will try to...Read More

Know About The Key Differences Between Direct and Regular Mutual Funds...Read More

Know About The Top Differences Between Mutual Funds and ULIPs...Read More

ETFs and mutual funds offer diversified investment options but differ in trading, costs, and management styles. ETFs are cost-effective and flexible, while mutual funds o...Read More

Don’t Invest in NFOs Without Reading This Guide...Read More

The mutual fund manager can often make the difference between profit and loss...Read More

ELSS and SIP are two different types of investment methodologies preferred by Indian investors.Read More

Learn how and where to invest in mutual funds and fund out the best SIP plans for long term investment...Read More

Want to Build Long-Term Wealth? Here's How SIP Investing Can Help YouRead More

The Benefits & Intricacies of Rupee Cost Averaging Approach...Read More

If you're planning to invest in mutual funds, then it is very important to know how they are taxed,..Read More

Gold Mutual Funds allow investors to benefit from the rise and fall of gold prices without spending money to purchase physical gold...Read More

Find out how mutual fund returns are calculated and why they sometimes appear to rise and fall dramatically...Read More

Visit SWP in Mutual Fund to invest in mutual funds online. Find any scheme quickly with fund specific filters, compare schemes and track your portfolio...Read More

XIRR in Mutual Funds brings the power of equity research and actionable insight to mutual fund investors...Read More

What is TER in a mutual fund, what is expense ratio, what is expense ratio in mutual funds, total expense ratio meaning...Read More

AUM in mutual funds represents the total market value of all investments managed by a fund or family of funds...Read More

Learn everything you need to know about CAGR in mutual funds...Read More

Learn everything you need to know about NAV & its relationship with mutual funds...Read More

Learn everything you need to know about investing in mutual funds in India...Read More

Best Tips to Find a High-Performance Mutual Fund Scheme...Read More

Clarify all your doubts about the advantages and disadvantages of mutual funds so that you can make an informed choice...Read More

As a Conservative Investor, Should You Invest in Mutual Funds...Read More

Mutual Fund cut-off times are innately related to getting the best NAV from your investment...Read More

Mutual funds allow you to mitigate the risks associated with direct stock investment and give you the opportunity to ...Read More

Is NAV the same as stock price? How does it relate to your mutual fund investment decision? Let's find out! ...Read More

One such popular investment vehicle is mutual funds. In this article, we will discuss what mutual funds are and how they work...Read More

A systematic transfer plan or simply STP is a type of plan facilitating the investment of a given sum amount into the mutual funds...Read More

As a sound investor, you should do efficient asset allocation across different types of investment instruments including both stocks and mutual funds...Read More

A mutual fund is an investment avenue that pools money from various investors. The fund is managed professionally...Read More

The NAV full form in mutual funds is Net Asset Value — simply put, it is the unit price of a...Read More

SIP allows the investor to divide their investment over time, unlike the option of investing...Read More

Section 45 of the Income Tax Act, 1961, states the long-term capital gain definition as the profit or gain arising from the transfer of an asset of a capital nature will ...Read More

Investment in the stock market involves risk depending on the instrument/s used. These risks occur due to market volatility, uncertain business environment, and sudden...Read More

Earning returns is the primary goal of any investment. A return can take the form of income, capital appreciation, or both. Compound annual...Read More

In the stock market, blue chip companies are the titans. They speak about the company's performance, they are popular...Read More

Investing a huge sum at once is not everyone’s cup of team, nor do we all have the equal financial ability. A large...Read More

SIPs or a Systematic Investment Plan is one of the best ways to meet your monthly investment goals. When...Read More

However, instead of offering company ownership, these mutual funds offer proportionate ownership of an income-generating real estate asset to retail investors....Read More

Closed-end funds can be an excellent way to generate income. However, if you have made it this far, you are fully aware of the complexities and risks involved with invest...Read More

An open ended mutual fund is a mutual fund scheme open for selling or buying anytime. This fund offers investors a cost-effective and seamless way to pool money...Read More

Mutual funds are a popular investment option among individuals wanting to diversify their portfolio by investing in various assets. One of the most important factors to.....Read More

A Consolidated Account Statement (CAS) is a report that consolidates all the investments an individual has made in mutual funds and other ...Read More

An actively managed portfolio is a type of investment strategy where a fund manager is deeply involved in selecting and managing assets. Through meticulous research, anal...Read More

For those wondering what is passive mutual funds, the answer lies in the unique investment approach. A passive fund is an investment vehicle that aims to mimic the perfor...Read More

The Indian capital market contains numerous investments across various asset classes, allowing investors to diversify and make good returns. One of the most widely utilis...Read More

When investing in financial markets, you have several options, such as index funds and mutual funds. These two investment vehicles have become increasingly popular for th...Read More

An index fund is a kind of mutual fund with a portfolio constructed that perfectly matches or tracks the various components of a financial market index...Read More

The Information Ratio (IR) is a quantitative measure used to evaluate the performance of an investment portfolio or financial asset compared to a benchmark index, factori...Read More

Mark To Market (MTM) is a financial valuation technique that calculates the current market value of assets and liabilities, reflecting their worth if they were to be exch...Read More

Mutual fund redemption is the process through which an investor sells their units in a mutual fund scheme to realise returns on their investment...Read More

Mutual fund overlap occurs when an investor holds multiple mutual funds with a significant portion of their assets invested in the same or similar stocks. This overlappin...Read More

So, what are registrar and transfer agents? Simply put, RTAs can keep track of investors' transactions in mutual funds, including these types .... Read More

The risk-return trade-off refers to the trade-off between the potential return on investment and the amount of risk involved...Read More

Inverted Yield Curve is a buzzword in the world of finance that has gained significant attention in recent years. Simply put...Read More

Understand Long-Term Capital Gains (LTCG) tax on mutual funds, including updated rates, exemptions, and strategies to reduce your tax liability.Read More

ULIPs and ELSS are two popular investment options that individuals often consider when planning their financial future. ULIPs, or Unit Linked Insurance Plans, offer the d...Read More

Stock SIP, an investment method, involves individuals regularly investing a fixed amount into specific stocks. This allows for the gradual accumulation....Read More

The central aim of target debt funds is to offer investors an efficiently diversified portfolio that becomes more conservative with the gradual approach of the target dat...Read More

The full form of TREPS is Treasury Bills Repurchase, which refers to the short-term financial instrument in the money market or mutual fund market....Read More

Being a taxpayer, you must be looking for different tax-saving options that will help reduce the tax-related burden. Equity Linked Savings...Read More

Absolute return mutual funds aim to make money for investors no matter what happens in the stock market. Unlike regular mutual funds...Read More

Mutual funds combine stocks and bonds together and are managed by professional fund managers...Read More

In order to invest in a broad portfolio of stocks, bonds, and other securities, mutual funds pool the cash of many individual participants....Read More

Index funds are one of the most popular types of investments due to their simplicity, low cost, and diversification benefits...Read More

How To Redeem ELSS Before 3 Years? In India, an ELSS (Equity Linked Saving Scheme) is a tax-saving mutual fund with a three-year lock-in period....Read More

The history of mutual funds in India entertains the chronological evolution and development of mutual funds as a method of investment ....Read More

Mutual funds have stood the test of time and have gained immense popularity as one of the most convenient...Read More

A folio number is a unique number generated by an AMC when you invest in a mutual fund. The different ways to check mutual fund status with folio number...Read More

Target maturity funds are the type of debt mutual fund. With this type of fund, investors can easily navigate interest rate risks. Read More

Let us understand the meaning of mutual funds vs hedge funds and the differences between these investment options...Read More

Mutual funds vs real estate represents a long-standing debate in the investment realm. This article dives deep into the nuances of these two investment choices...Read More

Read More

Want to discover annual vs trailing vs rolling returns differences? On that note, let’s find out the differences between these three returns and the given points.Read More

Welcome to this all-encompassing post that narrates everything about growth options and dividend reinvestment options. Let's find out more details on growth vs dividend r...Read More

Mutual funds with a solution-oriented approach make it easier to invest for corpus preservation or capital appreciation to cover future needs like retirement, marriage, o...Read More

Systematic Withdrawal Plans and Dividend Plans, each offering a unique approach to managing and distributing returns from investments. This article plunges into the compl...Read More

XIRR and CAGR are valuable tools in an investor's toolkit, each serving different purposes in investment analysis...Read More

When it comes to saving money on taxes and planning for your future, you've probably heard about NPS and ELSS...Read More

Transferring mutual funds can be a vital step for investors who want to move accounts, consolidate holdings, or change...Read More

Managing risks in mutual funds investment is critical to meeting long-term financial objectives. Diversification, SIP investing...Read More

Pledging mutual funds for a loan is a smart way to access funds without selling your investments...Read More

Gold ETFs might just be the investment opportunity you’ve been looking for if you want to add some gold exposure to your portfolio...Read More

For investors looking for diversified, lower-risk exposure, ETF is an efficient option. On the contrary, for investors who are interested in targeted,...Read More

Read More

Liquidity ETFs offer a smart, low-risk investment avenue for anyone looking to park surplus cash or earn better returns...Read More

The Securities and Exchange Board of India (SEBI) has introduced the Specialised Investment Fund (SIF)...Read More

Read More

Read More

Read More

Read More

Read More

Read More

Read More

Read More

Read More

Read More

Read More

Read More

Read More

The 8-4-3 rule of SIP is a powerful strategy for Indian stock market traders looking to build wealth through disciplined investing.Read More

Jensen Alpha is a vital tool for Indian stock market traders evaluating mutual fund performance.Read More

The daily SIP vs monthly SIP debate boils down to your personal preferences, financial discipline, and investment goals.Read More

Discover whether the SIP investment date impacts returns. Explore market data, myths vs facts, and why long-term discipline matters more than timing your monthly mutual f...Read More

Understand the key differences between NPV and IRR, their pros and cons, and how to choose the right method for effective capital budgeting and investment evaluation.Read More

The 15-15-15 Rule involves investing ₹15K monthly via SIP at 15% CAGR for 15 years to build ₹1 crore. Learn how compounding, consistency & SIP discipline drive long-term ...Read More

CAGR vs Absolute Return highlights two perspectives: CAGR offers a time-adjusted, compounded growth rate, making it ideal for long-term investments and comparisonsRead More

A trigger SIP provides the perfect combination of automation and adaptability, helping investors capture value while maintaining discipline.Read More

Compare mutual funds and bonds on risk, returns, liquidity, and suitability. Learn which investment fits your goals—stable income with bonds or long-term growth via mutua...Read More

Understand the key differences between arbitrage and liquid funds in India, including tax treatment, liquidity, and returns, to choose the right short-term investment bas...Read More

The mutual fund ranking and rating methodology used by CRISIL goes much beyond conventional performance indicators.Read More

Dividends from mutual funds are distributions of income earned by the fund's underlying assets, primarily from dividends on stocks and interest from bonds held in the por...Read More

Macaulay duration indicates how long, on average, it takes for an investor to be repaid by a bond's cash flows.Read More

The TRI in mutual fund investing refers to a version of a benchmark index that reflects not just price movements, but also assumes reinvestment of all the dividends and i...Read More