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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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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Mutual funds serviced by Karvy -Complete list

Karvy had gradually grown as one of the largest Mutual Fund RTA companies after being established in 1982. One of the main strengths of a Mutual Fund RTA is the facility to offer a wide range of Mutual Funds to the investors in one place. Karvy has been a reliable option for all types of investors looking for a perfect set of mutual funds.

Karvy provides the largest Register and Transfer Agent in India in the

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Mutual funds Consolidated Account Statements

What is Consolidated Account Statement?

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

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Best Arbitrage Funds to invest in 2017

Arbitrage Funds started gaining traction in India when liquid funds gains started getting taxed. In this post we look at Best Arbitrage Funds to Invest in India. Taxation and risk are the main factors which concern the investors most. Before 2014, short-term debt funds were considered as best option for risk-free returns from investment in mutual fund. After government reduced the tax benefits for debt funds, Arbitrage funds became popular. It’s investment strategy to generate a return

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