Mutual Funds

Mutual Funds Information: Learn everything about Mutual Funds Investment, our Mutual Funds Guide helps you to understand the basics and make an informed decision.

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A Beginner's Guide to Investing in Fund of Funds

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...

Liquid Funds - What are Liquid Funds?

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

What are Mid Cap Funds

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

What is an Asset Management Company - A Thorough Explanation

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

What is Debt Funds?

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

What is ELSS Fund ?

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

What is Gilt Fund ?

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

What is Hybrid Fund?

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

What is IDCW in Mutual Fund ?

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

What is Index Fund ?

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

What is Large Cap Mutual Fund ?

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

What is Public Provident Fund ?

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

Everything You Need to Know About Small-Cap Funds

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

Mutual Funds Categorisation In India

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

Can NRIs Invest in Mutual Funds?

The Ultimate Mutual Fund Investment Guide For NRIs...

NPS vs Mutual Fund

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

ELSS vs Equity Mutual Fund

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

Direct Vs. Regular Mutual Funds: What’s The Difference?

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

ULIPs VS Mutual Funds

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

Difference Between ETF and Mutual Fund

Mutual Funds and ETFs are preferred by most of the investors. Understand the Differences Between Mutual Funds and ETFs before Investing...

What is NFO?

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

Top Fund Managers in India

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

ELSS Vs SIP

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

Best SIP Mutual Fund plans

Finding the best SIP plan is important to grow your capital seamlessly...

Best SIP Plans for Long Term: How and Where to Invest

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

What Is SIP & How does SIP Work?

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

How to Start a SIP Investment?

The Steps to Successfully Start your First SIP Investment...

The Top Benefits and Drawbacks of The Rupee Cost Averaging Approach

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

Tax On Mutual Fund Investment

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

Gold Mutual Funds

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

How to Calculate Mutual Fund Return?

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

What is SWP in Mutual Fund

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...

What is XIRR in Mutual Funds?

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

What is Total Expense Ratio ?

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

What is AUM in Mutual Fund

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

What Is CAGR In Mutual Funds?

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

How to Calculate NAV of Mutual Fund?

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

How to Invest In Mutual Funds?

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

How to Choose Mutual Funds in India?

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

Advantages and Disadvantages of Mutual Funds

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

Mutual Fund the Best Investment Option for Conservative Investors

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

Mutual Fund Cut Off Time

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

What are Mutual Funds?

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

What is Mutual Fund NAV?

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

How Mutual Fund Works?

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

What is STP in Mutual Fund

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

Stocks vs Mutual Funds

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

Advantages of Mutual Funds

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

NAV in Mutual Funds

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

What is SIP?

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

Tax Treatment of Long Term Capital Gains

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 constitute the income of...

What is a Hedge Fund?

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...

What is XIRR in Mutual Funds?

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

What is a blue chip fund?

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

How to invest in SIP

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

How to Stop SIP?

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

Real-Estate Mutual Funds

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

What is closed end Mutual Fund?

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 investing in closed-end funds....

What is open ended mutual fund?

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...

Mutual Funds Minimum Investment

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...

Consolidated Account Statement

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

Passive Funds vs Active Funds

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, analysis, and market forecasting, the fund manager actively makes decisions on which securities to buy, sell, or hold in the portfolio. This process aims to outperform the market...

Passive Mutual Funds

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 performance of a particular market index, such as the Nifty or Sensex...

Top 10 High Return Mutual Funds

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

Difference Between Mutual Fund and Index Fund

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 their ability to diversify your portfolio across a range of securities...

Difference Between ETF and Index Fund

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...

Information Ratio

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, factoring in the volatility....

Mark to Market (MTM)

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 exchanged...

Mutual Fund Redemption

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

Mutual Funds Overlap

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 overlapping of holdings...

Registrar and Transfer Agents (RTA)

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

Risk-Return Trade-Off

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

Sinking Fund

A sinking fund, in simple terms, is the money set aside to pay off a debt. Investing comes with its own set of risks, and...

Inverted Yield Curve

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

Smart Beta Funds

Smart Beta Funds, also known as factor-based or strategic-beta funds, refer to those investment funds that use a non-traditional weighting methodology instead of the traditional market-cap weighting to create a unique portfolio of stocks. These funds follow factors such as value, momentum, quality, low risk, etc., to select stocks and create a unique basket of securities....

Long Term Capital Gain Tax on Mutual Funds

Long-term capital gains on mutual funds are available when you sell your equity shares after holding on to them for more than a year....

ULIP vs ELSS

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 dual benefit of investment and insurance coverage....

Stock SIP vs Mutual Fund SIP

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

Target Date Fund

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 date. The fund's asset allocation involves...

Treasury Bills Repurchase (TREPS)

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....

ELSS Lock in Period

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

Absolute Return in Mutual Fund

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

Mutual Fund Vs. Share Market

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

Who Regulates Mutual Funds In India?

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

Types of Index Funds

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

How To Redeem ELSS Before 3 Years?

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....

History Of Mutual Funds In India

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

Oldest Mutual Funds In India

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

How to Check Mutual Fund Status with Folio Number

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...

Target Maturity Funds

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

Mutual Funds vs. Hedge Funds

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

Mutual Funds Vs Real Estate

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...

How to Get Capital Gain Statement for Mutual Funds

Annual vs Trailing vs Rolling Returns

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.

Growth Vs Dividend Reinvestment Option

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 reinvestment from the below-offered points:

What is Solution Oriented Mutual Funds?

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, or children's education.