Balanced fund vs equity fund reviews the difference, similarities, advantages and dis-advantages of both types of 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
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
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.
Fixed Deposit vs Mutual fund is a difficult comparison. We compare FD and Mutual Funds based on return, risk profile, investment horizon and other factors. Both of them are very different product and each has its own advantage and disadvantages.
Fixed Deposit (FD) are saving tools offered by banks to deposit lump sum amount for a fixed period of time on
higher interest rate than saving accounts. The interest rate offered on fixed deposits are compounded quarterly and
This post discusses what are Short Term Debt Funds, meaning, performance, returns and taxation of Short Term Debt Funds
A short-term debt fund provides an opportunity to those investors looking for investment option for 1-3 yrs time period with a return more than a traditional fixed deposit with moderately low risk than any long-term debt funds. Short term debt funds invest in money market securities and bond securities which provide investment
Gilt Funds vs Debt Funds reviews the difference, performance and investment methodology of both types of types. Gilt Funds and Debt funds are two important investment vehicles for risk averse people.
Gilt Funds are the class of mutual funds which invest all its money in government securities for medium to long term period. The fund is most suited for risk-averse investors who are not comfortable with investment risk in stocks. Gilt funds are almost risk-free investment
This post is a Mutual fund wiki to help you with key resources and tools you require to understand mutual funds.
Mutual Funds as the name suggests are the collection of funds from numerous small investors. As an individual, it is very difficult for an investor to buy a variety of stocks and bonds because of the limited investment. As the individual investment in stocks lacks diversity, it is a high risk or unstable
A logo is a symbol or an emblem which represents graphically, a commercial enterprise or an organisation. The logo helps and promotes instant public recognition of the organisation. So below, are some few logos of popular mutual funds in India.
Mutual Funds – An Overview
A Mutual Fund is a professionally managed investment vehicle that collects a pool of funds from many investors in order
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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Consolidated Account Statement or CAS is a single account statement which consists of all the financial holdings and transactions in an investor’s portfolios. This covers all schemes of the mutual funds. This statement provides a consolidated view of an investor’s financial assets. It aids in better understanding of the portfolio across different asset classes. It enables enhanced investor experience and benefits him/her to make better decisions, and simplifies the