Category: Mutual Fund Basics
Fundamentals and key attributes of Mutual Funds as well as the industry at large
FundsIndia explains – Structure of mutual funds in India
October 17, 2016Over the last couple of months we have been looking at various aspects mutual funds, whether it is about their portfolio or performance or how to compare them. We however…Continue Reading
FundsIndia explains: What is an NFO?
October 10, 2016Expanding into New Fund Offer, an NFO is the launch of a new mutual fund by an asset management company. Here’s what you should know about NFOs. An NFO is…Continue Reading
FundsIndia explains : Top-down and bottom-up approach to portfolio construction
October 3, 2016You may have read about fund managers talk of a top-down or bottom-up approach to building their portfolio. Does he start with the first stock with highest weight and proceed…Continue Reading
FundsIndia Explains: What is exit load?
September 26, 2016Wondering how an exit load is charged? How much goes out as exit load for a fund? Here’s a quick guide. What is an exit load? An exit load is…Continue Reading
FundsIndia explains: Fund of Funds
September 19, 2016A mutual fund that invests in other equity, debt, gold or foreign mutual funds is a Fund of Fund(FOF). A FOF can invest in domestic mutual funds or in international…Continue Reading
FundsIndia explains: What are MIPs?
September 12, 2016It is an oft-misunderstood mutual fund category. Monthly income plans (or MIPs) are debt-oriented mutual funds, which is to say that they invest at least 75-85% of their portfolio in…Continue Reading
FundsIndia Explains: Active Vs. passive management of funds
September 5, 2016Some of you ask us whether ETFs or index funds are a better option to mutual funds. We tell you that in the Indian context actively managed mutual funds have…Continue Reading
FundsIndia explains: Asset allocation funds
August 29, 2016You know there are balanced funds, which invest mostly in equity and some in debt. You know there are MIPs, which invest mostly in debt and some in equity. You…Continue Reading
What is portfolio turnover ratio?
August 22, 2016Does your fund change its stocks frequently? Or does it sell a lot to book profits or buy more on dips? How do you gauge these? Portfolio turnover reveals this.…Continue Reading
Simply Important: Should you choose the dividend option or the growth option?
August 16, 2016“Should I go for growth option or take out the dividends in my fund?” – is a question frequently asked by many of you, when venturing into mutual fund investments.…Continue Reading
