List of Mutual Funds Articles

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.

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

If you are looking for high equity exposure for wealth generation over the long term, large-cap ventures are a good option. Read on to learn about the benefits of this investment vehicle. Getting started with Large-Cap Funds If you are new to mutual fund investment and are wondering which funds will generate good returns with relatively less risk.Large-cap mutual funds are a good starting point […]

Among the various categories of hybrid funds as per AMFI definition, one of the very intelligent fund in terms of allocation logic is the Equity Savings Fund. In a nutshell, this fund is a combination of equity funds, debt funds and cash-futures arbitrage. What does this fund really try to achieve? On the one hand, it is predominantly an equity fund with a long term […]

Investment portfolios usually consist of investments in a wide range of securities like stocks, bonds and cash equivalents. This combination depends on the investor’s risk tolerance level, which affects the returns potential of the portfolio investments. But, establishing a strong investment can be challenging especially if you are an amateur investor. It requires extensive knowledge regarding the market and the securities, to calculate the RRR […]

Equity funds are one of the most popular types of mutual funds among investors. Owing to their high- return potential, many include it in their investment portfolio. However, there are various types of equity funds, based on their characteristics and risk-reward potential. By knowing the risk-reward potential, you can select the best equity funds to add to your portfolio. But before that, let’s learn about […]

You must have come across the popular usage that you got a stock at dirt cheap price. What you are talking about is value investing, which is the investment strategy based on deep value. When you talk of value investing, the 2 most popular names that come to mind are Ben Graham and Warren Buffett. What is exactly a value stock? It is an inexpensive […]

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

Get started with Equity Mutual Funds Have you ever wondered as to what exactly is a mutual fund? You can understand a mutual fund as a pool of resources managed by an expert fund manager so as to diversify your risk and help you earn consistent returns over time. That looks confusing right? Things will be a lot simpler as we go along. What are […]

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 […]

If you are a mutual fund investor, you have surely used folio numbers. This is a unique client code that is allotted to you by a fund house (asset management company). Once you use this folio number to transact in the mutual fund schemes of a particular AMC, you can use that for repeated transactions. Here we present the Folio Number explanation in the form […]