Which mutual fund schemes to NOT invest in?
Have you seen the ad 'Mutual funds sahi hai'? It is very true. However, there are a few types of mutual fund schemes which you should try and avoid or…
Direct Mutual Fund vs Regular Mutual Fund: Know the difference
All mutual fund houses have direct plans and regular plans for investing. A direct mutual fund plan is bought directly from the mutual fund house. A regular plan is bought…
Exit Load in mutual fund: A quick guide
An exit load is a fee which mutual fund houses/asset management companies charge the investor when the investors redeems funds and exits a mutual fund scheme partially or fully within…
How to use Systematic Withdrawal Plan (SWP) in mutual fund?
A Systematic Withdrawal Plan (SWP) allows you to withdraw a fixed sum of money at fixed intervals from a mutual fund scheme. We have discussed SWP in our previous articles…
What is SWP in Mutual Fund?
A systematic withdrawal plan (SWP) is a facility to withdraw funds from a mutual fund in a phased and planned way. An investor can withdraw a fixed amount at regular…
STP in Mutual Funds
A systematic transfer plan (STP) allows the investor to transfer funds from one mutual fund scheme to another scheme very conveniently. It involves moving a pre-determined amount at periodic intervals…
SIP – Systematic Investment Plan: A quick guide
In a Systematic Investment Plan (SIP) an investor chooses a mutual fund scheme and invests a fixed amount of his/her choice at fixed intervals. SIP is about investing a small…
Types of Mutual Funds: Everything you need to know
Over the last decade, mutual funds have become a very popular investment option in India. A huge number of people are investing their money in mutual funds every month. India…
Mutual Funds basics
A mutual fund is a pool of money collected from investors, which is then invested in equities, bonds, money market instruments and other securities. The income/gains generated from these investments…
What is Net Asset Value (NAV) in mutual funds?
Net Asset Value (NAV) is total assets less total liabilities divided by number of shares. It is one of the most widely used terms in the mutual fund industry. Understanding…
New Fund Offer (NFO) in Mutual Funds
A New Fund Offer (NFO) occurs when an Asset Management Company (AMC) wants to raise capital from the general public for the first time for a particular fund or scheme.…
Why is Assets Under Management (AUM) important?
Assets Under Management (AUM) are the total market value of all financial assets held by an institution or person on behalf of clients. The most common example of AUM is…