Posts in Category: mutual funds

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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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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Balanced fund vs Equity Fund: Review, Differences, Comparison

Balanced fund vs equity fund reviews the difference, similarities, advantages and dis-advantages of both types of funds.

Balanced Funds

Balanced Funds are the category of mutual funds which invests in a mix of stocks and bonds. The fund is also known as the hybrid fund. The fund is designed to provide investors with modest capital appreciation and provide safety from volatility.

The fund is divided into two categories, one is equity oriented and another one is debt oriented(actually

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ETF vs Mutual Funds: Review, Difference, Performance

ETF vs Mutual Fund is one of the top question in every investor’s mind. We review the difference, performance and investment methodology of both in this blog post.

Mutual funds and ETFs are very different products but there are similarities with mutual funds. But lately, ETFs are grabbing attentions from mutual fund investors due to its many unique features like can be traded like a common stock, very low fees and other useful applications of the

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Short Term Debt Fund vs Long Term Debt Fund : Review, Returns

Debt Mutual Funds

As the name suggest, Debt Mutual Funds invest in different categories of debt securities like Government Bonds, Corporate Bond, Money Market Securities, Treasury Bills of different maturity date and have fixed interest payment. Debt Mutual Funds are categorized into various types like Dynamic Bond Fund, Short Term Debt Fund, GILT Funds etc. Every Debt Mutual Fund carries a credit risk rating assigned by external rating agencies, which indicates the creditworthiness of the borrowers.

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KYC forms for mutual fund

KYC is an acronym for- Know Your Customer. It allows banks to understand and know their clients and their financial dealings in a better manner. This enables them to serve their clients in a superior way and also helps to manage risks sensibly. KYC forms for mutual funds are available with CAMS or CVL.

You can download CVL KYC form  for mutual funds here

You can download CAMS KYC mutual funds here 

Why KYC?

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Best Index Funds in India

Ever determined how Index gains or loose points. It all depends on the composition of Index. An index is a composition of stocks with large market capitalisation. Change in the price and weight age of the stocks included in the index moves the points. With the change in market capitalisation of stocks, weightage of stock in the index is determined. We look at the Best Index Funds in India in this post.
In the same way Index

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Best MIP Mutual fund to invest in 2017 – Best Investment plans for monthly Income

Monthly Income Plan or MIP as the name suggest is an investment strategy in which major part of the capital is invested in debt fund&money market instrument ( around 70-80%) to generate interest income which is given to investors in form of dividend and rest is invested in equity stocks (15-30%). MIPs are subject to volatility but the risk of downside is lesser. In this post, we look at best MIP mutual funds to

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ELSS vs SIP : Difference between ELSS and SIP

SIP is a way to invest into ELSS or other mutual funds in a recurring way. In this post we look at various aspects of investing into ELSS via SIP mode.

systematic investment plan (SIP) is a small and easy method to invest one’s money in mutual fund schemes. SIP is very much similar to recurring deposit scheme wherein an investor invests small amount of money on regular basis. The SIP scheme helps an individual investor to

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SBI Mutual Fund Fact Sheet

Updated on 11th of July 2017

SBI Mutual Fund is one of the biggest mutual fund houses in India. SBI AMC( asset management company). It has approximately 158 thousand crores of assets under management and runs 615 different mutual fund schemes.SBI Mutual Fund has schemes across equity, debt ( short term, long term), money market etc. SBI Mutual fund factsheet captures monthly performance of all SBI mutual fund schemes

Introduction to SBI Mutual funds