What are Index Funds: meaning, advantages, review, Taxation

Index funds are mutual funds in which investment are made in the stocks of Index they track such as Nifty, Sensex according to its composition and weightage of the index. In this blog, we review about what are index funds, their advantages, disadvantages, taxation benefits and performance.

Index funds are basically the replicas of stock indices they track. These are low-cost investment option and its easy to track its performance by its index. Index Funds are

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What are Balanced Mutual Funds : Meaning, Review, Performance, Taxation

Balanced Funds are the category of mutual fund which invests all its asset in a mix of equity and debt. The fund is also known as the Hybrid fund. The fund is designed to provide investors safety from volatility, give steady income, and modest capital appreciation. The fund generally follows the investment objective closely on investment types. In this post, we checkout the balanced funds meaning, review, performance, taxation and investment philosophy.

There are two categories of

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What is XIRR, IRR and CAGR : How to calculate Returns on Mutual funds

If you are an investor with Bodhik and you go to your dashboard you will see returns on your mutual fund investments. The returns are expressed in terms of XIRR. With mutual funds we hear about various terms like XIRR< IRR and CAGR and wonder what is XIRR, IRR or CAGR ? In this post, we have a look at what is XIRR and how XIRR can be used to calculate returns on mutual funds.

Bodhik

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What if I invested in SBI Bluechip 5 years ago

This post is part of  #WhatIfIInvested series where through simple graphs we try to understand what would have you happened if you invested in a particular mutual fund or a share or an asset class 5 years ago.

Today we look at SBI Bluechip Mutual Fund which is one of the premier funds in the large-cap category. It has been rated 5 stars consistently by crisil and value research. The fund manager for the fund is

What if

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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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Fixed Deposit vs Mutual Fund : All you need to Know

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.

Meaning

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

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