Posts Tagged: mutual funds

Mutual Funds

What are Debt Funds and Types of Debt Funds?

In the earlier times, and even in some rural areas today, the wealthy people used to offer their money to those who were less fortunate in the exchange of interest rate, as a means of investment. This was a good source of investment for the wealthy; however, sometimes they had to bear the loss of their money, in case some ran away or accidentally died or due to any other reason, did not return the money.

Mutual Funds

FD vs Mutual Funds: Which is better to Invest?

Money has become an important factor in our daily lives, and with time, our standard of living has increased. With an increased standard of living, the demand and need for money have also increased. Savings in a bank account only gives a little interest payment just as a favour for depositing your money and letting banks lend it.

Mutual Funds

Actively Managed Funds Vs. Passively Managed Funds

A person enters a machinery showroom to purchase machinery for his usage, but he has no prior knowledge about the machines. If he buys the right machinery, then it can save his time by performing better and giving him good results. However, in case he selects the wrong one, then it will be a loss for his money as well as time.

Mutual Funds

Types of Mutual Funds: Open-Ended vs. Closed-Ended Funds

A person is preparing for an entrance exam. He wishes to purchase a book for his exam preparation but has no prior knowledge of the subjects and the syllabus. In this case, what would happen if he chooses the wrong book to prepare for an important exam?

Mutual Funds

Understanding the Basic Terminologies of Mutual Funds

If a native Hindi speaker who has been exposed to only one language in his life is suddenly expected to understand English, the scenario wouldn't be realistic.

Mutual Funds

History and Structure of Mutual Fund

The topic of Mutual funds was made popular in the Indian market in the past decade through extensive advertising involving popular actors and cricketers. Since the Indian audience did get intrigued, mutual funds were able to make a place for themselves in the market against many other investment schemes.

Mutual Funds

Basics of Mutual Fund Investment

Usually, when a person gets their monthly salary in their bank account, they keep some amount of the salary as savings for future needs or an emergency in their savings account, which in turn gives them 4% of the amount as returns.

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SEBI's Categorization and Rationalization of Mutual Fund Schemes

Mutual funds were made to make investing easy, so investors would not have to be burdened with picking individual stocks. There were two qualities about the mutual funds of the 1920s that made them extremely speculative. One was that they were heavily leveraged. Second, mutual funds were allowed to invest in other mutual funds.

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What is Expense Ratio in Mutual Funds?

The saying of nothing comes free of cost fits perfectly on the scenario around mutual funds. Every company charges its client in exchange for the products or services it provides, and the route of expense ratio works in the very same way.

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Trailing and Rolling Return: Is there any difference between them?

As an investor, you all must prefer the data of historical returns before investing in the mutual funds. But did you know that you can measure your returns in more than one way?

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Mutual Fund Portfolio: Importance of portfolio Diversification

Ever thought of putting all the eggs into one basket and expected a miracle to happen? We all do, right! High dividends allure us, and so does investing in the top-performing companies. But the golden eggs don't create a shiny basket at times! And here it is the red flag that we are talking about. Imagine the tragedy; you invested in equity for a short period, Debt for the long-term. See, you are already bewildered after reading the last sentence and saying, what was that? This brings me to my next question, how do we know that we have the best portfolio if something called perfect, ever existed in reality. Wait, before we proceed, let's get to know what a portfolio is. What is Portfolio A portfolio accumulates financial assets such as stocks, bonds, commodities, paper money, and fund complements, including mutual, exchange-traded, and closed funds. A sentence looks tough when we read it in a single go. But when we break simpler words into prefixes and suffixes, it becomes readable. Similarly, if we diversify our portfolio properly, we would receive quality results. Blend; Equity & Debt & Equity-

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Goal Based Investing: Importance of setting the Financial Goals

“An investor lacking investment objectives is like a traveler without a destination.” This is where a Goal based investing approach is adopted as a methodology that helps the investment approach to shift from higher returns to funding an individual's personal financial goals.

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Wealth Management -An Holistic Financial Planning

From the game of monopoly to people in real life, we have seen that once a person gets rich, he tends to get richer. Once they can obtain some wealth, they can amass more by putting already accumulated wealth to work. Though these rich people must be ace in their fields, they might be well-read, yet investing and maintaining wealth is not everyone’s cup of tea. For instance, a person might be a great entrepreneur but not all entrepreneurs are great finance analysts or investors or possess the best knowledge of tax saving. Here is where wealth management comes into play. This piece is about wealth management and likewise importance this field is gaining.

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Direct Mutual Fund: Check its Features & Advantages

Mutual Funds have emerged as one of the top choices of retail investors in our times. Be it through tax-saving ELSS, foresighted SIPs, or just lump sums, everybody is into mutual funds in one way or more.

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Liquid Funds: Safe to Invest or Not?

In the realm of investments, there are various kinds of funds available for investment. One such fund is liquid funds. There are pretty mixed reviews about them. Some claim that they're quite safe to invest in, while others want to stay away from them.

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Active Funds Vs Passive Funds: What's Trending?

What if we tell you most of the active mutual funds cannot beat the Indices even after charging those high expense ratios? It is quite unpleasant. Why pay someone extra for underperforming the funds where there is no active fund manager? Oh, no active fund manager! Are there any funds where there is no active fund manager? Well, yes! There are such types of funds, and they are called passive funds.

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Check the Causes of Diminishing Mutual Fund Returns

I remember when I was in school; there was a trend of mutual funds in my neighbourhood. People were always talking about their mutual fund returns like I'm getting this much mutual fund returns on this scheme or that scheme. Now at that time, I didn't know much about mutual fund returns, but I deduced that mutual fund returns and mutual fund itself must mean something like "money earned from a group of people."

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Bharat Bond ETF: Should you Apply?

Finance Minister recently announced that India would launch its first-ever "Bond ETF" called 'Bharat Bond.' The bharat bond ETF is a new move to develop an underdeveloped bond market in India. It will ultimately give a boost to debt availability to the PSUs (Public Sector Enterprises).

Posts Tagged: mutual funds

What are Debt Funds and Types of Debt Funds?

FD vs Mutual Funds: Which is better to Invest?

Actively Managed Funds Vs. Passively Managed Funds

Types of Mutual Funds: Open-Ended vs. Closed-Ended Funds

Understanding the Basic Terminologies of Mutual Funds

History and Structure of Mutual Fund

Basics of Mutual Fund Investment

SEBI's Categorization and Rationalization of Mutual Fund Schemes

What is Expense Ratio in Mutual Funds?

Trailing and Rolling Return: Is there any difference between them?

Mutual Fund Portfolio: Importance of portfolio Diversification

Goal Based Investing: Importance of setting the Financial Goals

Wealth Management -An Holistic Financial Planning

Direct Mutual Fund: Check its Features & Advantages

Liquid Funds: Safe to Invest or Not?

Active Funds Vs Passive Funds: What's Trending?

Check the Causes of Diminishing Mutual Fund Returns

Bharat Bond ETF: Should you Apply?

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