Other than asset class, how else can one classify Mutual Funds schemes Variety is the … situation demands it. So when you eat food, you’ve got to maintain balance. Food serves certain basic needs of the … meals. In a similar manner, there are different Mutual Fund schemes for different purposes – to fulfill different …अधिक पढ़ें

What is Trailing and Rolling Returns in Mutual Funds? Mutual Fund performance is assessed based on its returns or … them. The scheme returns so calculated when compared to its respective benchmark would reflect either …अधिक पढ़ें

… Existing Funds? Anytime is a good time to invest. When it comes to investing in mutual funds, investors often face a dilemma: Should they invest in New Fund Offers (NFOs) or stick with existing mutual funds? …अधिक पढ़ें

… Cap Funds? Have you ever come across fund names like XYZ Multi Cap Fund while looking for information on mutual funds and wondered how these are different from the … companies on various exchanges in India. Large cap refers to the top 100 publicly listed companies in India by full …अधिक पढ़ें

… Maturity Funds? With the awareness of mutual funds rising and falling interest rates on … savings products, many risk-averse investors who were used to conventional products like bank fixed deposits, PPFs , … by aligning their portfolios with the maturity date of the fund. These are passive debt funds that track an underlying …अधिक पढ़ें

Cost of delay/impact of compounding in Mutual Funds When you invest in a mutual fund over a long period of time, the returns you earn have a … to understand this better.  The compounding effect …अधिक पढ़ें

… provide lower but relatively stable returns as compared to equity funds. They provide stability to a … money in different assets like property, gold, stocks, Mutual Funds to achieve different financial goals … time. You can invest your money in a fixed income fund for such kind of goals. Thus, debt funds should be a …अधिक पढ़ें

… funds carry bonds whose expiry date is aligned with the fund’s target maturity date and all the bonds are held to maturity. While this helps in lowering interest rate risk … on bond prices and debt fund returns. Since TMFs invest in an underlying bond index, these funds are prone to …अधिक पढ़ें

… that carry an obligation on the part of the bond issuer to pay regular interests (coupons) to the bond investors. … held in their portfolio. The interest earned by a debt fund from its bond portfolio can either be distributed … more predictable and regular than that of an Equity Mutual Fund , these dividends are not guaranteed. …अधिक पढ़ें

… with your moral values but also offers an opportunity to earn potential returns. Enter the world of sustainable investing, where a special kind of fund ensures that only companies adhering to specific … on these crucial aspects. So What Are Thematic Mutual Funds? Thematic funds are a type of Mutual …अधिक पढ़ें