In 2018, the Securities and Exchange Board of India (SEBI) introduced a significant change in measuring mutual fund performance. SEBI mandated that mutual funds use the Total Return Index (TRI)…
A capital gain statement is like a report card for your investments. It shows the profit or loss you made from buying and selling mutual funds, stocks, or other assets. It’s important for…
A Direct Plan is an investment option in mutual funds that allows investors to buy units directly from the Asset Management Company (AMC) without involving intermediaries like distributors or…
A mutual fund is like a big basket that collects money from different people (investors) and invests it in various things such as stocks, bonds, or other assets. This basket is managed by experts…
When you redeem (sell) a mutual fund, the time it takes to get your money depends on the type of fund. Here’s how long it typically takes: Liquid Funds: You’ll receive your money in 1 working day…
A benchmark is a standard used to measure how well a mutual fund is performing. It acts as a reference point to compare how much the fund has earned versus how much it should have earned. In India…
When you invest in a mutual fund, you’re investing in the fund’s assets and covering the costs associated with managing and running the fund. These costs are captured by the Total Expense Ratio…
When choosing between direct and regular mutual funds, investors must consider their level of expertise and time. They should also assess their willingness to manage investments actively. Both plans…
You can learn about mutual funds, their schemes, and the latest news in many places. Here are some good sources: SEBI (Securities and Exchange Board of India) The SEBI website offers information…
When you invest in mutual funds, you might encounter the term “load.” A load is a fee or commission you pay when buying or selling a mutual fund. This fee is paid to financial intermediaries like…
Investing in mutual funds can seem complex, but it doesn’t have to be. With the correct information and guidance, anyone can start investing and benefit from mutual funds. In this article, we’ll…
A hybrid fund is a mutual fund that invests in both equity and debt instruments, balancing risk and potential returns. It’s like a fruit basket with apples, bananas, and oranges—each fruit offers…
· 4 min read
We use cookies for analytics and ads. Nothing loads until you agree. Privacy policy