Mutual Fund
Stories of mutual funds investments based on your short, mid and long term goals
Role of Trustees in mutual funds
Every mutual fund must have at least four trustees.
Let’s talk about Mutual Fund Fees, Charges, and Expenses
An Asset Management Company (AMC) controls the operation of a mutual fund
What is an Exchange-Traded Fund (ETF)?
ETFs can be purchased and sold throughout the day over stock exchanges.
What are Gift Funds?
Gift funds are contributions from any party in the family
What are market neutral funds
A neutral market position is a fifty-fifty hedge in either direction
What are Emerging Market Funds?
Emerging markets are those countries that haven't reached developed market
What are Real Estate Funds?
A real estate mutual fund invests in the securities of real estate companies.
What are Low-risk Funds?
Funds in this category are focused on generating returns keeping the risk level low.
What are Medium-risk Funds?
Investors who invest in mutual funds are often not aware of their risks.
What are High-risk Funds?
Highly capable of delivering excellent returns in the future
What are Aggressive Growth Funds
A mutual fund that seeks the highest capital gains by investing in the shares
What are Capital Protection Funds
The term "Capital Protection Funds" sounds like music to investors' ears.
Combination of Bottom-up and Top-down Approaches
The top-down approach starts with the general conditions
Mutual Funds & Investor Awareness
The absence of proper investor awareness may lead to a low profile
Investing with a Bottom-up approach in Mutual Funds
The Bottom-up investing approach focuses on Microeconomic factors
Investing with a Top-down approach in Mutual Funds
Top-down investing requires looking at the big picture
Analysis of Public & Private Sector Mutual Funds
Mutual funds are the type of company that sponsors the mutual fund.
What is a Money Market?
Understanding the money markets helps you a lot
Selection parameters in mutual funds
Get an idea about the parameters for picking the right ones
Mutual funds strategy in bank
You can see some banks also sell mutual funds
Advantages of mutual funds
The most attractive feature is that it allows investors to diversify
Mutual fund distribution channels
About the mutual fund distribution channel
What are children’s funds
All parents concern about their children's future
What are Dividend Yield Funds
you invest approximately 70-80% of the corpus in shares or stocks of companies
What is Retirement Fund
Retirement planning is very necessary if you work in a private company or a self-employed one.
What are Multi-Asset Allocation Funds
The Multi-Asset Allocation Mutual Fund is a combination of asset classes
Dynamic Asset Allocation Funds or Balanced Advantage
It is the one fund where you can see the diversification of all assets
Conservative hybrid funds
These schemes invest in varying proportions in both equity and debt securities
What is Floater Fund?
Floater Fund is an open-ended debt scheme that invests more than 65%
Gilt Fund with a 10-year constant duration
Gilt funds with a 10-year constant duration are open-ended debt funds
What are Banking and PSU Funds
Banking & PSU Mutual Funds are open-ended debt schemes
What are Credit Risk Funds
Credit-risk funds investing in low-rated securities
What are Corporate Bond Funds
Public and private companies both issue corporate bonds.
What Are Dynamic Bond Funds
Those open-ended debt schemes that invest across duration
Medium Duration Mutual Funds
Medium Duration Funds, as the name suggests, are open-ended, medium-term debt schemes
Low Duration Mutual Funds
Low Duration Funds are open-ended Debt funds that invest
What are Overnight Funds?
Overnight funds are debt funds investing in debt securities
Penetration / Reach of Mutual Funds in Tier-3 Cities
Indians are mostly risk-averse investors
What is SIP Top-up, and what are its benefits?
SIP also comes with a Top-up facility
Effects of Mutual Fund on Indian Economy
Mutual funds successfully fulfill the role of intermediaries
ESG funds (Environment, Social and Governance)
In recent times, ESG funds are becoming more popular among investors. Read to know more about this ESG and ESG funds
You Should Increase SIP Amount Now
You should increase the SIP amount each year by 10%
11 Difference between stocks and mutual fund
Mutual funds usually give decent consistent returns to their shareholders
The investor’s perception and preference towards Mutual funds
There has been a spurt in the popularity of schemes like SIP
Factors influencing the investments decisions of retail investors in Mutual funds
The nature of the fund, performance, company services, fund manager, and personal factor
MF is a retail product designed to target small investors, salaried people and others
The safety of principal guaranteed, the added advantage of capital appreciation.
When should you change your investment plan?
You may sometimes earn high returns by changing plans
Why should you monitor and review your fund
A review process should be in place to ensure that you are on track
Why should you invest through Mutual Funds?
Mutual funds help in investing in a wide range of market-linked instruments
The role of a Fund Manager in the Mutual Fund scheme
A fund manager is who manages the core portfolio
What should I do if fund’s poor results persist?
It is indeed disheartening for an investor
Should I opt for SIP or bulk investment?
The investment can be made in a mutual fund in two ways.
Why should you consider Fund Costs?
It costs money to run a mutual fund smoothly.
What if a fund changes its strategy?
A fund can bring changes to its strategy in many ways.
Mutual fund past performance and consistency
Studies show that past performance is not a sufficient condition
Does Mutual fund provide risk diversification?
Risk diversification is to reduce the risk
What happens to money invested, If a mutual fund scheme is wound up?
When it fails to meet the requirement of minimum assets
What is a Fund of Funds (FoF) scheme?
A scheme that invests in other mutual fund schemes
How do you evaluate mutual funds’ performance?
You need to monitor your investments to make informed decisions
What are income mutual funds or income schemes in mutual fund?
Income funds are debt mutual funds that invest in fixed income securities
What are Growth Schemes?
This type of fund usually invests in companies with a proven track record
As an investor, what should you look into an offer document (OD)?
Mutual funds file a document under the Securities and Exchange Board of India
Let’s talk about Venture Capital Funds
A venture capital fund is a scheme of pooled investment
The number of different schemes should one invest in?
Having the same kind of different funds is called 'overlap.'
What are Money Market Mutual funds?
Money market funds are the mutual funds that invest in high-quality money market securities
What are Interval Mutual Fund Schemes?
Interval Mutual funds are non-traditional type mutual funds
Entry load and exit load in Mutual fund
A Load Fund charges a percentage of NAV for entry or exit
What are Offshore Funds?
Offshore funds are also under the purview of RBI and SEBI mutual fund
Selecting a mutual fund scheme
Check how the scheme performed in comparison with others
Who and How are mutual funds regulated?
Mutual funds in India are regulated by the Securities and Exchange Board of India (SEBI) primarily.
Attaching goals while investing in mutual funds
Every investor has some goals in life to reach either in the short term or long term
Taking a loan against mutual fund investments
Since the loan is secured, the interest rate will be lower compared to any unsecured loan.
Know about nomination in mutual fund schemes
The Nomination is a process to appoint a person.
How side pocketing works in mutual funds?
SEBI introduced the concept of side pocketing in debt mutual funds.
What is the difference between an open-ended and close-ended scheme
As an investor, you can buy and sell open-ended funds at any time as per your convenience.
What are Mutual Fund Fixed Maturity Plans
If you are looking for predictable returns, start investing in fixed maturity plans.
Mistakes to avoid while investing in mutual funds
Investors must have a financial goal and time horizon when investing in mutual funds.
What are the benefits of investing in mutual funds versus directly in shares
With a diversified investment portfolio, mutual funds involve less risk.
How SWP from Equity Hybrid Funds can be useful to get regular return
You can choose the periodic intervals for withdrawal as per your requirements.
10 Things to know before finding best mutual funds for SIP
Do you have any specific investment goal in your mind.
Alternative to Fixed Deposits
Mutual Funds are best suited as an alternative to fixed deposits
What are Mutual Fund Fixed Maturity Plans
If you are looking for predictable returns, start investing in fixed maturity plans.
Mutual funds and Insurance plans
Why people prefer investing in mutual funds rather than putting their money in different insurance plans
Which is the best mutual fund according to your risk appetite
An investor should also consider several other things before investing.
How mutual fund systematic transfer plans or STP work
An investor transfers a fixed amount of money from a fund category to another.
What is tax saving mutual funds and how can it help create long term wealth
The long-term capital gains under tax-saving mutual funds are not taxed
Start online mutual fund SIP Investments
There are plenty of benefits of choosing SIP for investing in the mutual fund
What are ultra-short term debt mutual funds?
Its investment horizon ranges from one week to eighteen months.
What are sectoral mutual funds?
These funds are popular for going through high-rewarding situations.
What are large cap mutual funds?
As the name suggests, large-cap funds are a type of mutual funds that invest a major portion of is corpus in large companies.
What are mid and small cap mutual funds
Mid-cap funds are those that mainly invest in mid-cap entities
How to check your mutual fund KYC status online
A person can start investing in mutual funds once he or she becomes a KYC complaint.
How to invest online in mutual funds in India
Completing the KYC process is the first thing you need to do to start your mutual fund journey.
What are index funds?
The working of index funds mainly depends on an underlying index
How to start SIP in mutual fund?
You can register for a mutual fund SIP of your choice once you become a KYC compliant.
Let’s talk about Equity Linked Savings Scheme (ELSS) of Mutual Funds
ELSS is a great choice to save taxes compared to other traditional investment instruments.
The difference between Mutual Fund and ULIPs
ULIP is also popular like mutual funds among investors as it offers twin benefits to them.
Mutual Fund KYC How you can do
know how to complete the KYC registration for the mutual fund investment.
In India how to invest in mutual funds
Before investing in mutual funds, an investor should decide his or her mutual fund goals
What is Gold ETF
A Gold ETF or Exchange-traded Fund is an investment fund in India.
The working of Asset Management Companies in India
In India, Asset Management Companies handle the whole affairs of mutual funds.
Various types of Equity Mutual Funds in India
Equity funds are the main choice for mutual fund investors as it generates high returns
What are mutual fund tax benefits
During the lock-in period of Tax Saving Mutual Funds ELSS you can withdraw the dividends earned
The common myths about Mutual fund NAV
Many investors, especially new investors, choose mutual funds with lower NAV
What is NAV of mutual fund
Understanding NAV helps you to be a better investor.
Asset Allocation is Important
In Financial market investor will find loads of investment opportunities across multiple asset class.
How single mothers can secure their children’s future
Raising a child by single mother is toughest job in the world
Mutual fund for children’s higher education
The efficient financial planning is to begin really early when your baby who is barely 2 years of age.
Why SIP in Mutual Fund
SIP in Mutual Funds can help you achieve your short, medium and long term goals
What are Mutual Funds in India
Are you looking for an investment option that helps you to become financially independent?
Benefits of investing in mutual funds in India
One of the best features of mutual funds is that it is managed by professionals.
What are different types of mutual funds in India
mutual funds are classified into different categories based on their asset class, structure, risk, and investment objectives
What are Balanced Mutual Funds in India
Balanced funds, also known as hybrid funds, are a combination of both debt and equity funds.
Gilt free Gilt mutual funds
Gilt funds are fixed-interest generating securities of the state and central governments.
Difference between Exchange Traded Funds (ETF) and Index Funds
Both these funds are designed to track the performance of an index.
What are diversified equity mutual funds
it invests in different companies irrespective of its market capitalization
What are Liquid Mutual Funds
Liquid funds are a type of debt mutual fund that invests in short-term money market
What are Mutual Fund Monthly Income Plans
These funds can generate a regular income for their investors
What are Top Performing Mutual Funds in India
People who plan to start their investment journey always get confused about the best
What are Arbitrage Mutual Funds in India and how it works
These funds are a good substitute for short-term debt funds.