For a mutual fund investor, a SIF keeps the SEBI framework and the tax rules but adds shorting, concentration, a ₹10 lakh minimum and a five-level risk band; here is what to check before using one as a satellite.
A plain comparison of mutual funds, PMS and AIFs on minimums, regulation, liquidity, fees, taxation, return reporting and accredited-investor relaxations, with a simple ladder for layering them as your portfolio grows.
The new rule regarding the applicable Net Asset Value (NAV) for mutual fund transactions, which occurred on February 1, 2021, requires that the NAV for all purchase transactions be determined based…
Mutual funds are a popular investment choice for diversifying their portfolios and achieving financial goals. However, navigating the complexities of mutual fund investments requires expertise. A…
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…
a Mutual Fund Distributor plays a vital role in helping individuals and organizations make informed financial decisions. Often referred to as stockbrokers or financial planners, these professionals…
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…
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…