Posts in Category: mutual funds

Short Term Debt Funds meaning, methodology, returns, risk

This post discusses what are Short Term Debt Funds, meaning, performance, returns and taxation of Short Term Debt Funds

What are 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

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What are Long Term Debt Funds: Meaning, Performance, Risk, Taxation

In this post, we discuss about What are Long term debt funds, their meaning, past performance, risk involved and taxation.

What are Long Term Debt Funds

Long term debt funds are one of the segments of mutual fund which invests in long-term debt securities and money market instruments. The objective of the fund is to derive interest income mainly from corporate bonds and capital appreciation which is dependent on macroeconomic factors like interest rate, liquidity, inflation. These

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Gilt funds vs Debt funds: Difference, Review, Performance,Returns

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

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

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Large cap vs Mid cap vs Small cap funds : Difference, Review and Performance

If you are confused amongst Large Cap vs Mid Cap vs Small cap funds, then this post will help you with the difference between performance and general review of Large, mid and small cap funds.

Companies around the world listed in stock exchange are categorised according to market capitalisation. Publicly traded companies are divided into different categories of market cap: Large cap, Mid-cap, and small-cap. It helps to establish the first base on evaluating the company’s performance

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Mutual fund Regulator in India

There are a lot of options to invest your money in India. Mutual funds, however, are considered one of the best and highest yielding long-term investment plan. In simple terms, Mutual Funds can be described as a basket of securities in which a pool of investors with common financial goals invests their money. These investments are diversified in different sectors like shares, debt securities, and money market securities or all combined. Mutual funds regulated by

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Difference between mutual funds and Hedge funds

In a way, there are a lot of similarities between Mutual Funds and Hedge Funds. In the both types of investments, a group of investors pool their money and invest in different type of securities. The main misconception about the funds is that people think that they are similar and the terms are interchangeable. In reality, they are not same and there is a very thin line between them. The main difference between these two

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Mutual Fund Wiki

This post is a  Mutual fund wiki to help you with key resources and tools you require to understand mutual funds.

Understanding 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

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What is Mutual Funds Expense Ratio and How to Calculate It

The expense ratio in the case of mutual funds sector refers to the measure of the amount costs by an investment company for operating a mutual fund. Experts may calculate mutual funds expense ratio based on an annual calculation by giving the complete funds operating expenses by an average of the rupee value of its AUM i.e. Assets Under Management. Few experts also call it MER i.e. Management Expense Ratio.

Function of Expense Ratio

The main role

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Mutual funds for 80c benefits

Mutual funds for 80c benefits also called ELSS or tax saving funds are one of the most prominent and lucrative investment options to save taxes as well as grow money. Primarily because the have lowest lock-in period amongst the 80c investment options and have historically delivered best returns

Overview of 80C returns

A lot of people start sweating and running away by the name of income tax. If you are also one amongst those who

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Mutual fund logos

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 fund logos

Mutual Funds – An Overview

A Mutual Fund is a professionally managed investment vehicle that collects a pool of funds from many investors in order

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