Posts in Category: mutual funds

How to invest in Direct Mutual funds

In this post, we discuss investing in direct mutual funds and outline process to invest in Direct mutual funds. You can invest in direct mutual funds online and also offline. Keep reading to know how.

Investments into mutual funds are gaining traction among people. And, since the introduction of mutual fund in India in 1963, the industry has covered many miles and now it is the most structured and well-diversified investment destination in India. The Indian

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CAMS KRA, CAMS KYC, CAMS FATCA Status

There are various KRAs in INdia to mandate and maintain KYC records on behalf of investors. In this post, we will discuss on CAMS KRA, CAMS regular and eKYC process, CAMS FATCA declaration and various documents required to complete the process.

Introduction to KRA

KRA is known as KYC Registration Agency which is registered with the market regulator SEBI, under the Securities and Exchange Board of India (KRA) Regulations, 2011. A KRA is mandated to collect and maintain KYC

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Difference between Direct and Regular Plan | Direct Plans versus Regular Plans

Since Jan 1, 2013, all open ended mutual fund schemes including equity and debt fund started to offer Direct Plans alongside with the Regular Plans. This started an era of self-investing in mutual funds without the assistance of financial advisors or need to visit a distributor for investing into a mutual fund by investors. After the introduction of the direct plan in transformative reform measures by SEBI in September 2012, its popularity has increased with the retail investors. It

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What are Direct plans in Mutual funds?

Indian Mutual Fund Industry has come a long way since its introduction in 1963. From a single asset management company enjoying a total monopoly of the sector to a range of diversified products being offered by both domestic and global companies. With time, the domestic MFI have innovated themselves to suit the most modern needs of the investor. One such reform happened in mutual fund sector in 2013 was the introduction of Direct Plan by SEBI.

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What is SIP ? How it works

The introduction of Systematic Investment Plan (SIP) in the mutual fund is regarded as one the major breakthrough in the sector. It has helped to attract a new class of investors in the sector who were not comfortable to invest a lump sum at a time. SIP in mutual fund first was launched on December 4, 2010, through BSE Star MF platform. Today, it has around 1.52 crore active SIP accounts that have contributed Rs 43,921

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Various options on how to invest in Index Funds

Index funds are the type of mutual funds which invests in stocks of a market index. The composition of the portfolio is exactly the replica of an index in term of weight age and stocks. Hence, the return from index funds will be in the same line of the index. In this post, we look at various options on how to invest in Index Funds in India.

Features of Index Funds

  • Passive Investment– Index funds are passively

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Mutual Funds Taxation

Taxes has always raised eyebrows of peoples and are more concerned about reducing its impact. Taxation on investment reduces the net impact of return on investment. This post discusses mutual funds taxation in detail with focus on Equity Funds Taxation, Debt Funds Taxation, SIP Taxation, Balanced Funds Taxation, Index Funds Taxation , Mutual Fund Dividend Treatment/Taxation and ELSS Taxation.

Unlike interest from Fixed deposit which is taxed according to the income tax slab of the depositor,

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Birla Sunlife Mutual Fund Factsheet

Birla Sunlife Mutual Fund is one of the premier fund houses in the country. It was established in 1994 as a joint venture between Aditya Birla group and Sunlife Financial Inc of Canada. Birla Sunlife Mutual Fund factsheet is the monthly scorecard of all the mutual fund schemes run by Aditya Birla Sunlife Mutual Fund. Before we get into  the details of factsheet for Birla mutual fund. lets have an introduction to Birla Sunlife

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Kotak Mutual fund fact sheet

Kotak mutual fund which was earlier called Kotak Mahindra Mutual Fund. Kotak Mutual fund is one of the premier asset management company in India. Kotak Mutual Fund offers schemes across the spectrum of fund categories. Kotak mutual fund fact sheet helps you review performance of Kotak mutual funds.

Kotak mutual fund fact sheet what should you look for

Kotak mutual fund fact sheet gives you the summary of the performance of all Kotak mutual fund schemes here are

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