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Fund Basics

May 21, 2019, 10.35 PM IST
11,709.10-119.15
Stock Analysis, IPO, Mutual Funds, Bonds & More

Understanding alpha helps in understanding the soundness of one’s investments in a scheme.

Last year, Sebi amended the TER slab structure which reduced mutual funds’ fund management costs.

You can invest a small amount in a mutual fund scheme and it will invest the money on your behalf for a small fee.

Many wealth managers believe multi-cap funds are a good starting point for long-term investors, specially those using SIPs for wealth creation

What is an arbitrage fund?

Returns from arbitrage funds depend on arbitrage opportunities available between the spot market and the futures market.

FMPs are closed-ended debt funds with a maturity period that can range from one month to five years.

Mutual fund advisors say the first step to create a mutual fund portfolio is to have clear financial goals in mind. The goals could be buying a house, go for a vacation, your higher education, and so on.

FMPs are closed end debt funds with a maturity period that can range from one month to five years.

Credit-risk funds are debt funds which have at least 65% of their investments in less than AA-rated papers. They aim to generate higher returns by taking higher credit or by investing in lower-rated papers. These lower-rated papers typically have the potential to offer 2-3% higher returns compared to risk-free papers.

How distinct are smart beta funds from other schemes

A fund is called passive when it just mirrors an index to which it is benchmarked.

Many international funds are available to Indian investors.

Investors can avail credit against mutual fund investment. Here's everything one needs to know about taking a loan against mutual fund units.

The Zee episode has brought mutual funds’ exposure to loans against shares under the spotlight.

We would tell you why you should consider investing in Equity Linked Saving schemes (ELSS) or tax-saving mutual fund schemes this year.

Why mutual funds marked down investments in IL&FS SPV

Mutual funds have holdings in three SPVs of IL&FS — Jharkhand Road Projects, Hazaribagh Ranchi Expressway Limited, and Jorabat Shillong Expressway.

Smallcap funds are those which invest in shares of companies which have smaller market capitalisation.

Calculating and investing to reach that financial goals could be called goal based investing.

As per law, a joint-holder in the folio or legal heir can claim the proceeds. The process is called transmission.

An arbitrage fund is a category of equity mutual fund that leverages the price differential in the cash and derivatives markets to generate returns.

A beginner’s guide to debt mutual funds

If earning a market rate at a lower cost is your choice, you could opt for debt funds. But take the time to choose wisely without being distracted.

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