Category: Mutual Funds

Equity Linked Savings Schemes (ELSS) is a tax saving mutual fund that are open for investments during the year. There are different kinds of tax benefits that the investors can expect with the instrument and hence there is a need… Read more

Most of us consider debt mutual funds to be the poorer brethren of the equity mutual funds which garner most of the attention. A debt mutual fund scheme invests in debt papers like Government bonds, fixed deposits, approved private deposits… Read more

The Securities and Exchange Board of India has expressed concern over a recent step by select mutual fund houses to allow investors the option of instant withdrawal from their liquid schemes. A few fund houses have started offering retail investors… Read more

The growth of mutual fund industry in India has been fuelled by equity and debt oriented schemes. These are the only two asset classes where a wide variety of products have been made available. The other asset classes are yet… Read more

In recent years, monthly income plans (MIPs) of mutual funds have become quite popular with the investors for their safety and ability to yield returns higher than a bank FD due to its equity exposure. While MIP is a smart… Read more

You may have often heard that equity mutual funds invest across market capitalizations (MCap), while some of them invest specifically into a single genre of market cap. However, not many of us have given a thought to the relevance of… Read more

hen the cricket selection committee met to select the team for the next match, they were in dilemma. Question that was going on the mind of each and every selector was what should be the composition of the team. How… Read more

The Net Asset Value or the NAV is the price at which a single unit of a particular mutual fund is traded. It is calculated by dividing the total net value of the assets held by the fund, to the… Read more

What are the options that a person has when he/ she chooses to invest in a debt instrument? Well the choices are: 1. Bank fixed deposit – requires very little explanation. 2. Company fixed deposits – not a big range of companies… Read more

Recently, I came across an investment advisor, who was analysing the portfolio of a fixed maturity plan launched by a certain mutual fund house. The advisor knew quite a lot about the fixed income market and hence could grill the… Read more