Mutual Funds

best mid cap funds in India

Best Mid Cap Mutual Funds In India 2019

by Sathish SS • August 20, 2019

A Mid cap fund is an investment fund that predominantly invests in companies with medium market capitalization. The ‘cap’ in the midcap stands for market capitalization which is the total value of the company obtained by multiplying the price of a share and the total number of shares.  Mid cap mutual funds invest in companies […]


selection strategy of high returns mutual funds

Don’t Simply Chase The Mutual Funds With The Highest Returns : Here’s What To Do Instead.

by Shikhar Singh • August 19, 2019

Some times, you will see returns like this: Looks tempting, right? Rarely, but some times, you will also see returns like this: Very very tempting. So is this a sign of a very good mutual fund or…? It could be a very good fund. Or, it could be a result of luck – something that […]


market ups and downs

The Mutual Fund Investors’ Survival Guide To A Market Downturn

by Devyani Mishra • August 16, 2019

Market volatility is a term most investors are aware of in theory, but still, worry about when it actually takes place. Of late the Indian market is going through a rough phase and several reasons can be attributed to the lows. If you are a mutual fund investor disturbed by the market downturn, this article […]


banking and PSU debt funds

Top Performing Banking and PSU Debt Mutual Funds To Invest In India (2019)

by Bhavnoor Kaur • August 6, 2019

What is PSU Debt Fund? A PSU Debt Fund stands for Public Sector Undertakings Debt Fund. As the name suggests, such funds are aimed at providing the investor with an opportunity to invest in the major sectors of the market. These funds are the type of mutual funds that are to generate long term capital […]


dividend distribution tax

Dividend Distribution Tax : All You Need To Know

by Anjana Dhand • August 4, 2019

Tax to be paid on the distribution of dividends by a company to its investors is knowns as Dividend Distribution Tax (DDT). The dividend is distributed by companies as a return on the investment made by investors out of the profits earned by the companies. Since dividend as a return on investment is an income […]


Trailing And Rolling Returns

What Are Trailing And Rolling Returns?

by Richa Sharma • August 4, 2019

As an investor, most of us give high priority to historical returns when it comes to mutual funds investing. But did you know that there is more than one way in which you can measure returns? In terms of returns on investment, there are 2 ways to evaluate the performance of a mutual fund in […]


emerging market funds

What Are Emerging Market Funds : 7 Best Emerging Market Funds In India (2019)

by Richa Sharma • July 31, 2019

Emerging markets are off to a solid start in 2019, with the benchmark MSCI Emerging Markets Index up 7% year-to-date, rebounding from 2018’s sell-off. Even with the rise, market analysts say emerging markets remain cheap compared to the U.S. and given many investors have little exposure to these growing regions, now might be a good […]


CAGR

Compound Annual Growth Rate (CAGR) And Its Significance In Investing

by Ankit Jain • July 31, 2019

What Is CAGR? Any investment that gives an investor the benefit of compounding can help him/her to build and increase his/her wealth. Compound Annual Growth Rate shows the growth of the amount invested by an individual over a time horizon. CAGR is the return required to grow the initial investment to the portfolio’s present value. […]


Old to invest

Its Never To Late To Start Investing! Mutual Fund Investing Essentials For The 40 Plus

by Edelweiss Mutual Fund • July 30, 2019

Mr. Saurabh Mehta is a 45-year-old married man who lives with his wife and two daughters aged 14 years and 11 years, respectively. He has a stable government job, the income from which comfortably covers his current expenses. Since all his current needs are being met by his income, he has never really considered investing […]


Mutual Fund Factsheet : Key Information It Holds And How To Read It

by Karunesh Dev • July 24, 2019

What Is A Mutual Fund Fact Sheet? Do you know where your Mutual Fund is investing your money in or which stocks and/or sectors were added and which were removed after you invested in the fund ? Do you know who your fund manager is and how did he perform in the past?   An investor […]


International Funds

5 Most Popular International Mutual Funds To Invest In 2019

by Richa Sharma • July 23, 2019

For investing outside the Indian market you can choose the International or Global Mutual Fund category. These funds add an element of geographical diversification to the manifold mutual fund types currently exist in the Indian mutual fund sector. Through this article, I will cover everything you need to know about international funds and the top 5 funds you […]


Fixed Income

All You Need To Know About Fixed Income Investments

by Disha Jhawar • July 19, 2019

Fixed income investments are those which provide a stream of fixed returns at a specified interval of time. Though the actual amount of payment may vary, the rate remains the same. Fixed-income assets are debt instruments that regularly fetch a fixed rate of return in the form of interests and repayment of principal at the […]


Non Convertible Debentures (NCDs) : Definition,Features And More

by Disha Jhawar • July 17, 2019

Debentures are mostly long term, unsecured debt financial instruments. It is generally not backed by any collateral and thus highly depends on the creditworthiness and reputation of the issuer. Because of this reason, debentures are mainly issued by large companies to raise funds at a fixed rate of interest without any security. There are various […]


PTR Portfolio turnover ratio

Portfolio Turnover Ratio : What Does It Indicate About A Mutual Fund?

by Disha Jhawar • July 17, 2019

What Does Portfolio Turnover Ratio Mean? The portfolio turnover ratio (PTR) means the rate at which the fund’s holdings have changed over a period of time. In simple words, it can be said that the portfolio turnover ratio tells you about the buying and selling frequency of a mutual fund portfolio. PTR is basically calculated in […]


All About Loans Against Mutual Funds

by Richa Sharma • July 16, 2019

Let’s say, you invest in mutual funds, and you need money urgently. Do you redeem your investments? What if I tell you that you can avail of a loan from banks against your investment in mutual funds? Even if not all type of mutual fund offers high liquidity, you can still use them as security […]


How To Measure And Track A Mutual Fund’s Performance

by Subham Sharma • July 16, 2019

In recent times, mutual funds have emerged as a popular investment choice amongst  Indians, signaling a marked shift in the investing habits of Indians, away from traditional saving methods. This has also led to an increase in mutual platforms such as Groww that allow hassle-free handling of your mutual fund investments.  Although we have superior […]


Mutual Fund Redemption : What Is It And How To Redeem Fund Units

by Abhijeet Saha • July 15, 2019

Often there are times when we investors need to liquidate or encash our holdings in mutual funds owing to a personal financial emergency or to invest in a better investment scheme. The exit from the mutual fund scheme is called the mutual fund redemption. This can be done very easily in parts (specific units) or […]


Indexation In Mutual Funds-Meaning,Benefits And More

by Karunesh Dev • July 12, 2019

What Does Indexation Mean? Indexation is a process by which the cost of acquisition of an asset can be indexed (adjusted or inflated) over a period of time in order to bring it to current prices after taking inflation into consideration.  (Inflation in simple terms is the general rise in prices, cost of living, cost […]


Mutual Fund Jargon Simplified

Mutual Fund Jargon Simplified – Glossary Of Frequently Used Terms

by Niraj • July 10, 2019

Often we have received queries from our readers and users asking us information on different terms used in the industry in a very simplified manner. In this blog, I seek to address these concerns of our readers. In this article, I attempt to capture all the jargons that are used in the industry and have […]


Consolidated Account Statement

All About Consolidated Account Statement (CAS)

by Sonali Padhiar • July 3, 2019

What Is Consolidated Account Statement? As an investor in mutual funds, it is of vital mportance for you to know how your fund is performing. In a move to help investors handle mutual fund information easily, the Securities & Exchange Board of India (SEBI)  made an amendment for all mutual fund investors to obtain a […]