Mutual Funds consists of comprehensive articles on Funds suggestions, comparisons, recommendations, etc., based on the present conditions
Liquid funds are a type of debt mutual fund that invests primarily in financial instruments such as Treasury bills, commercial securities, fixed deposits, and other debt securities. Liquid funds are one of the least risky mutual funds, with returns that are frequently likened to those of savings accounts. Investing in and withdrawing from liquid funds …
A mutual fund scheme that invests primarily in company shares/stocks is known as an equity fund. Growth Funds are another name for them. Types of Equity mutual funds are: Large-cap funds MFs that invest in stocks of the 100 largest companies listed in India. Mid-cap funds MFs that invest in stocks that are between 101 …
Debt mutual funds invest in fixed income securities like bonds while hybrid mutual funds invest in both equity and debt securities Different types of Debt mutual funds are Liquid funds These funds invest in low-risk safe debt instruments. They give very low returns but are considered extremely safe. Many people use liquid funds to store …
Equity and debt funds are the two major types of mutual funds. Debt funds are mutual funds that invest in bonds and other fixed income instruments, while equity funds invest in stocks. Debt funds are divided into several subcategories depending on the types of securities they invest in. Liquid funds, ultra-short bond funds, low duration …
The various variants/versions of a mutual fund are referred to as a scheme. For instance, a mutual fund can provide a direct plan, a standard plan, a dividend plan, and so on. When it comes to investments on new platforms, most people opt for the direct-growth scheme without noticing there are other options available in …
Corporate bond funds invest at least 80% of their overall assets in corporate bonds with the highest credit ratings. Debt securities issued by public or private entities are known as corporate bonds. Bonds issued by financially stable businesses with a good chance of repaying their lenders on time are granted high ratings. ltwletsthinkwise.com
A consolidated account statement (CAS) is a monthly statement that lists all of an investor’s financial transactions through various mutual funds. It also tracks the opening and closing balances of the various PAN-linked portfolios. Non-financial transactions, such as changes to bank account information, address, nominees, and so on, are not tracked in a CAS. Either …
The word “emerging market” is often used to describe an economy or country that is rapidly evolving but not yet developed. Emerging markets include countries such as India, Brazil, Vietnam, and others. Since emerging markets are rising at a faster rate than developed countries, foreign investors expect higher returns. Indian investors who invest in India …
A good investment for you could turn to be a bad one and vice versa Mercedes vs …? What came to your mind? BMW? Mercedes vs BMW. The rivalry between Mercedes and BMW is easily one of the top ten business rivalries. Both of them have a car to run in the most competitive segments. …
When it comes to investing, asset allocation relates to how capital is spread among various assets. Let’s assume you can invest in a variety of assets: shares, mutual funds, gold, bonds etc. The way you spread your overall investment across various assets is referred to as asset allocation. Many fund managers think the distribution of assets …
Value funds- A subcategory of equity mutual funds Value funds invest in undervalued companies’ stocks, according to the fund manager. Some stocks are deemed overvalued in the stock market if their price is too high in comparison to the underlying sector or company. On the other hand, if the stock price is too low with …
A ‘bear market’ is a situation in which stock prices drop from a recent peak by more than 20%. When the stock price grows by more than 20%, it is considered a ‘bull market.’ These words are derived from the manner in which animals attack their foes. While a bull attacks by moving its horns …
Risk-adjusted returns are a way of calculating the returns that you get as opposed to the risk that you take. In finance, it is widely discussed that equity investing is more risky than investing in FD. It is also recognised that equities have achieved better returns than FD historically. But if we calculate returns on …
The Scheme Information Document (SID) is one of the documents prepared for each mutual fund scheme launched by a mutual fund company. An SID includes essential information such as charges, underlying assets (equity, debt, etc.), minimum investment requirements, specifics of SIP, exit load, benchmark, managers of funds, and more. It is recommended that the SID …
