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

Looking to invest in Arbitrage funds. We explain arbitrage funds in detail and also list Best Arbitrage funds to invest in.

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

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What are arbitrage Funds: Meaning, Taxation, risk, liquid fund comparison

Arbitrage Funds are mutual funds with an objective to profit from inefficiency in the price of securities in two different markets. We look at their taxation, meaning and difference with liquid funds in this post. The fund invests in equity and debt instruments. The fund manager applies the arbitrage strategy in the equity portion of the fund and for debt portion; it is invested in short-term debts and liquid funds. The profit from arbitrage fund

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Post office KVP: Scheme Details, Interest Rate Chart, Taxation Benefits

Kisan Vikas Patra (KVP) for a very long time has been a very popular investment scheme amongst lower and middle income earners . The Post KVP scheme was first introduced in 1988 but was discontinued in 2011. But due to popular demands and request the KVP was re-introduced in 2014.

KVP is a government investment scheme wherein an individual can invest their saving in lump-sum. On every investment made the by the individual government pays interest

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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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What is SIP and How SIP works : Working of Systematic Investment Plan

What is SIP?

systematic investment plan (SIP) is a small and easy plan offered to interested mutual fund investors. SIP scheme is very much similar to recurring deposit scheme wherein an investor invests small amount of money on regular basis. The underlying instrument in SIP is mutual fund though unlike RD. The SIP scheme helps an individual investor to invest under in the Mutual Fund scheme in instalment instead of a lump sum of amount. This post

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SIP vs PPF : A Detailed Comparison

A Systematic Investment Plan (SIP) is a small and easy plan offered to interested mutual fund investors. SIP scheme 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 invest under in the Mutual Fund scheme in instalment instead of a lump sum of amount. In this blog SIP vs PPF we compare SIP and PPF with regards to

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National Pension scheme (NPS) Calculator

National Pension is one of the popular tax-saving schemes. In this post we look at various NPS Calculator and how NPS calculators work.

National Pension scheme calculator works on the below few factors:

  1. Age
  2. Amount of contribution made
  3. Rate of return as prescribed by government for that given period of time.

So we will discuss now how each of these factors affect NPS calculation.

  1. Age of the interested investor: Any contribution made under NPS scheme can be withdrawn only when the

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Best Short term Debt Funds to invest in India 2017

Investment in the capital markets always exposes your capital to the risk of volatility and is not suitable for those investors who depend on their savings for livelihood. Short Term Debt Mutual Funds provides an alternative to traditional Fixed Deposit and Monthly Income schemes with higher return and low volatility. These are also known as income funds. The fund invests in Govt. and companies debt instrument and money market instrument of shorter duration of maturity of

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HDFC Mutual Fund Fact Sheet

HDFC mutual fund is one of the premier mutual fund house in the country. HDFC mutual fund was approved by SEBI to as a registered asset management company on 3rd of July 2010.HDFC mutual fund also took over the business of Morgan Stanley mutual fund and Zurich India mutual fund in India.

HDFC mutual fund as of today runs about  1162 schemes and has 237177 crores of funds under management. HDFC mutual fund offers schemes across

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