Mutual Fund Guide
Welcome to the world of Mutual Funds, where your investments are pooled with others to create a
diversified portfolio. This section will introduce you to the ins and outs of Mutual Funds, from the
fundamentals to advanced. Review this section to gain insights and make informed decisions about
Mutual Funds investments.
What is Mutual Fund?
Understand Mutual Funds & its Basics Discover the dynamic universe of Mutual Funds! From understanding the fundamentals to exploring various types of funds, this insightful guide offers expert insights into how Mutual Funds work, their benefits, and essential investment strategies. Empower your investment journey with comprehensive knowledge and make informed choices for a prosperous financial […]
Read More >Systematic Investment Plan (SIP)
Systematic Investment Plan (SIP): Meaning & Benefits SIP, or Systematic Investment Plan, is a smart way to invest in mutual funds. It lets you invest a fixed amount regularly, like a monthly deposit, making it easier to grow your savings over time and potentially benefit from market fluctuations The Indian investment landscape has significantly transformed […]
Read More >How to Start a SIP Investment?
What is SIP (Systematic Investment Plan)? Securing one’s financial future has never been so systematic and accessible. Enter SIP Investment, where we navigate the systematic investment plan pathway, enabling you to steadily build wealth. In the modern financial landscape, where the market is both a sea of opportunities and a zone of volatility, SIP emerges […]
Read More >What is SWP in Mutual Funds?
What is SWP in Mutual Funds? A Systematic Withdrawal Plan, often abbreviated as SWP, is a financial strategy designed to provide a regular stream of income or cash flow from an investment portfolio. Whether for retirement income, funding day-to-day expenses, or meeting specific financial goals, these plans offer a structured and dependable way to access […]
Read More >What is Mutual Fund Redemption?
What is Mutual Fund Redemption: A Complete Guide Mutual fund redemption is the procedure of selling mutual fund shares to the fund company. It provides investors with a way to liquidate their investments and receive the current market value of their shares, offering flexibility and an exit strategy from their mutual fund holdings. Mutual Fund […]
Read More >What are Securities in Investment?
What are Securities in Financial Market? As a new investor in India, the securities market can appear confusing. The myriad of options, potential risks, and high investment stakes can create a sense of anxiety. This guide aims to clarify the intricate world of securities in the Indian market, offering a lucid understanding of the various […]
Read More >What is AMFI?
AMFI: Understanding the Importance for Investors In a rapidly evolving financial landscape, trust and transparency are paramount. Enter AMFI – the guardian of your investments. Discover why and how this institution is your ally in the world of mutual funds. What is AMFI? AMFI is a statutory, regulatory, non-profit, self-governing, and government organization in India. […]
Read More >What is CAMS KRA?
Understanding the CAMS KRA: A Comprehensive Guide With investments, processes need to be transparent, and investors know they’re acting within the guidelines. While investments come with their share of risks, ensuring compliance with regulations shouldn’t add to the challenge. Enter CAMS KRA, an entity dedicated to streamlining this process. CAMS KRA ensures that investors adhere […]
Read More >What is E-mandate?
What is E-mandate? How Does It Work? E-Mendate, a cutting-edge digital innovation, revolutionises the way organisations and individuals handle crucial authorisations and agreements. This digital concept streamlines and enhances the process of obtaining, granting, and managing mandates, offering unparalleled convenience, security, and efficiency. Let’s learn more about E-mandate and how it can help us streamline […]
Read More >What is CRISIL Rating?
Understanding the Significance of CRISIL Rating CRISIL (Credit Rating Information Services of India Limited) is among the most popular analytics companies. They provide credit ratings for organisations, research services, financial advisory, and more. CRISIL ratings are used by many investors to make informed financial decisions. Let us understand what CRISIL rating is in detail. What […]
Read More >What is STP in Mutual Fund?
Systematic Transfer Plans – Meaning, Types & Benefits Investing in mutual funds offers various strategies to manage your wealth. The Systematic Transfer Plan (STP) is a prudent option, especially for those seeking to balance risk and reward over time. It’s a strategy designed to capitalize on the mutual fund market’s potential while aiming to protect […]
Read More >Consolidated Account Statement (CAS)
Consolidated Account Statement (CAS) – Everything to Know! The Consolidated Account Statement (CAS) is an indispensable financial document in the Indian BFSI sector. As a comprehensive report, it provides an overview of all your financial investments, including mutual funds, equities, and bonds. In simpler terms, it’s a one-stop snapshot of your financial portfolio. While some […]
Read More >Asset Under Management (AUM)
Understanding Asset Under Management (AUM) in Details Asset Under Management serves as a fundamental metric within the financial industry, offering a snapshot of the total value of assets managed by an entity. This figure holds immense significance for investment firms, mutual funds, and other financial institutions, as it represents the scale and scope of their […]
Read More >Flexi Cap Fund
Flexi Cap Fund With new entities affecting the market trends, investors are constantly seeking more flexible and adaptable investment options. This has led to the rise of flexi cap funds, which offer a unique investment approach that sets them apart from traditional mutual funds. This post will explore these funds, their structure, benefits, and potential […]
Read More >Sinking Funds
Sinking Funds A sinking fund is a proactive approach to managing financial obligations and can provide stability and security in times of uncertainty. However, individuals can also use these funds to save for major expenses, such as a down payment on a house or a child’s education. Below we will discuss the meaning of a […]
Read More >What is the Expense Ratio?
Expense Ratios: A Guide for Mutual Fund and ETF Investors Have you seen or talked with experienced mutual fund or ETF investors? They often compare different collective investment schemes based on Net Asset Value (NAV), expense ratio, Asset Under Management (AUM), and other factors. Beginners or new investors must know these terms to make better […]
Read More >What are Liquid Funds?
Liquid Funds – The Ultimate Guide for Savvy Investors Mutual fund investments have gained significant popularity among investors in India, offering a diversified and professionally managed approach to wealth creation. Among the various types of mutual funds, liquid funds have emerged as a preferred choice for individuals seeking stability and liquidity in their investments. This […]
Read More >What is CAGR?
Compound Annual Growth Rate (CAGR) CAGR, or Compound Annual Growth Rate, is a financial metric that gives a steady, standardised measure of growth over a specific period. It’s like a smoothing tool that evens out the highs and lows, providing a clear annual growth rate for investments or businesses. It’s handy for comparing different things’ […]
Read More >What is the Sharpe Ratio?
Mastering Sharpe Ratio: A Guide to Risk-Adjusted Returns When evaluating the performance of investment portfolios, there are various metrics and ratios that investors and financial analysts use to make informed decisions. One such measure is the Sharpe Ratio, which has gained significant popularity in the financial world due to its ability to assess risk-adjusted returns. […]
Read More >Understanding Unit Investment Trusts in India: A Comprehensive Guide
Understanding Unit Investment Trusts in India: A Comprehensive Guide Unit Investment Trusts (UITs) represent a unique investment vehicle that allows individuals to participate in a professionally managed portfolio of securities. Unlike mutual fund investments or exchange-traded funds (ETFs), they have distinctive characteristics that make them stand out in investment options. Today, we will delve into […]
Read More >XIRR Explained
XIRR Explained: Understanding Investment Returns in India XIRR, or Extended Internal Rate of Return, is a commonly used financial metric for evaluating an investment’s profitability and potential risks. It measures the annualised rate of return on an investment over a specified period, considering the timing and amount of cash flows. While it may seem complex […]
Read More >Equity-Linked Savings Scheme
Equity-Linked Savings Scheme (ELSS): A Smart Tax-Saving Investment ELSS, known by its acronym ELSS full form – Equity Linked Saving Scheme, presents a dual advantage for investors – tax savings and wealth growth. This investment vehicle combines market-linked returns with tax efficiency. What is ELSS? When discussing what an is ELSS is, it’s vital to […]
Read More >Unit Linked Insurance Plan (ULIP)
Unit Linked Insurance Plan (ULIP) – An Overview ULIP, or Unit Linked Insurance Plan, is a financial product blending insurance and investment. It offers policyholders the dual benefit of life coverage and the opportunity to invest in various funds. ULIPs allow individuals to grow wealth while safeguarding their future, making it a popular choice for […]
Read More >Money Market Fund
Invest in Money Market Fund Money market funds are a popular investment option for individuals seeking safety and liquidity. These funds provide a low-risk way to park your cash and earn a modest return, making them an ideal choice for short-term goals or as a temporary haven during volatile market conditions. This guide will explore […]
Read More >What is the Sortino Ratio?
Understanding the Significance of Sortino Ratio in Mutual Funds Mutual fund investors consider several metrics before purchasing units. They must analyse the fund’s performance based on different parameters before investing. While you might be aware of NAV, AUM, and return rate, there are many other essential metrics. The Sortino ratio is one of the important statistical tools […]
Read More >What is a Unit Investment Trust?
Understanding Unit Investment Trusts in India: A Comprehensive Guide Unit Investment Trusts (UITs) represent a unique investment vehicle that allows individuals to participate in a professionally managed portfolio of securities. Unlike mutual fund investments or exchange-traded funds (ETFs), they have distinctive characteristics that make them stand out in investment options. Today, we will delve into […]
Read More >What is Venture Capital & How Does it Work?
What is Venture Capital & How Does it Work? Venture capital is a critical component of the startup ecosystem. In simple terms, it is a type of private equity financing investors provide to startups and small businesses expected to have high growth potential. Despite this, the importance in fostering entrepreneurship cannot be overstated. It serves […]
Read More >NFO: New Fund Offers Explained
NFO: New Fund Offers Explained In investing, endless options are available to individuals looking to grow their wealth. One of these options is investing in NFOs or New Fund Offers. They can be attractive for investors looking to diversify their portfolios and potentially earn higher returns. However, many investors are still unsure about what is […]
Read More >XIRR Explained: Understanding Investment Returns in India
XIRR Explained: Understanding Investment Returns in India XIRR, or Extended Internal Rate of Return, is a commonly used financial metric for evaluating an investment’s profitability and potential risks. It measures the annualised rate of return on an investment over a specified period, considering the timing and amount of cash flows. While it may seem complex […]
Read More >What Is Mark to Market (MTM)?
What Is Mark to Market (MTM)? Companies commonly use the mark-to-market accounting approach to report the value of their assets on their financial statements. This approach is critical to financial reporting and provides investors and stakeholders with accurate and transparent information about a company’s financial health. In recent years, mark to market accounting has gained […]
Read More >What is Rupee Cost Averaging & How Does It Work?
What is Rupee Cost Averaging & How Does It Work? Rupee cost averaging is a powerful investment strategy that helps investors manage market volatility. Regularly investing a fixed amount allows investors to buy more units when prices are low and fewer units when prices are high, leading to a potentially lower average cost per unit […]
Read More >Difference Between Small Cap, Mid Cap and Large Cap Funds
Difference Between Small Cap, Mid Cap and Large Cap Funds Companies listed on the stock exchange are categorised into different categories based on sector, industries and their market capitalisation (Market Cap). The fund houses like mutual fund companies also create funds based on the sector and market cap. The market capitalization in the stock market […]
Read More >What is Exit Load in Mutual Fund and How it is Calculated?
What is Exit Load in Mutual Fund and How it is Calculated? Investing in mutual fund schemes is easy and free but when you withdraw your funds from such investments, you need to pay certain exit load charges. Mutual funds houses and asset management companies (AMC) levy exit load charges based on different criteria for […]
Read More >Open Ended vs closed-ended Funds: Difference & Which One to Choose?
Open-ended vs closed-ended Funds: Difference & Which One to Choose? Mutual fund and assets management companies (AMCs) sell their investment fund schemes through various modes of investments. You can choose to invest in such funds as per your ease and flexibility. These funds are available with the flexibility to invest in popular funds called open-ended […]
Read More >What is Taxation in Mutual Funds: How it is Calculated & Taxed in India
What is Taxation in Mutual Funds: How it is Calculated & Taxed in India Investing in mutual funds could be easy as well as more lucrative, especially for investors who don’t have the knowledge or experience to directly invest in equities and other investable instruments. You can earn profits from investments done in mutual funds. […]
Read More >Short-Term vs Long-Term Mutual Funds: Difference & Which One is Better ?
Short-Term vs Long-Term Mutual Funds: Difference & Which One is Better? In mutual funds, you can invest in various funds and schemes with different time horizons. And the time duration of the investments in mutual funds is categorised into short-term and long-term. Understanding the difference between short-term and long-term mutual funds is very important before […]
Read More >Equity vs Debt Mutual Funds: Difference and Which is Better?
Equity vs Debt Mutual Funds: Difference and Which is Better? Equity and debt funds are the two most popular fund schemes offered by mutual fund houses and asset management companies. Choosing the right one as per your investment perspective is important to meet your financial goals. But how can you decide which one is better […]
Read More >What is the Minimum Amount of Money to Invest in a Mutual Fund?
What is the Minimum Amount of Money to Invest in a Mutual Fund? Mutual funds are a popular investment choice because they offer diversification, professional management, and the potential for long-term wealth creation. Unlike direct stock or bond investments, mutual funds pool money to create a diversified portfolio, potentially leading to wealth creation over time. […]
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