Conservative Mutual Funds: A Simple Guide
Hybrid funds come in different types, catering to both aggressive and conservative investors. These funds invest in both equity (stocks) and debt (bonds) in different proportions, making them suitable for all kinds of investors. For those who want to prioritize safety and preserve their money rather than chase high returns, […]
Bull Phase or Bear Phase: When Should You Start an SIP?
Stock markets operate in cycles, moving between bullish and bearish phases, which are key periods that can last several years. Investors often find it challenging to decide whether to start a Systematic Investment Plan (SIP) or continue investing during these market phases. There are no clear-cut answers, but some fundamental […]
Budget 2024: How Your Equity & Debt Investments are Taxed Now
The Union Budget 2024-25 brought some major changes in how capital gains are taxed. These changes especially impact how mutual funds are taxed, creating a bit of confusion, especially with hybrid funds. While we’re still waiting for official guidelines from the Income Tax department, we’ve gathered information from fund houses […]
Difference Between ETF and Mutual Fund
ETF and Mutual Fund are both popular investment options in India. They allow investors to diversify their portfolios and offer professional management. However, there are key differences between the two that investors should understand before deciding which one is right for them. What is an ETF? An ETF (Exchange-Traded Funds) is an […]
Arbitrage Mutual Funds: Basics and Benefits Explained
Many experts believe that taking advantage of arbitrage opportunities is a great way to grow wealth. Arbitrage means finding a price difference for the same asset in two different markets and making a profit from it. For example, if you notice that the price of a stock is different in […]
Aggressive Mutual Funds – Definition and Expense Ratio
Aggressive Mutual Funds are a type of hybrid mutual fund that invest a large portion of their assets (65% to 80%) in stocks and equity-related instruments, while the remaining 20% to 35% is invested in debt securities like bonds and money market instruments. These funds are designed to provide high […]
What is a Mutual Fund?
A mutual fund is an investment instrument that pools money from numerous investors to invest in a diversified pool of securities such as equities, bonds, and other money market instruments. Mutual funds have become one of the most widely invested instruments as they make up for effective diversification, which spreads […]
Understanding Mutual Funds: A Beginner’s Guide
What are mutual funds? A mutual fund is a collective investment vehicle that collects & pools money from a number of investors and invests the same in equities, bonds, government securities, money market instruments. The money collected in mutual fund scheme is invested by professional fund managers in stocks and bonds etc. […]
Difference between Thematic Funds and Sectoral Funds
Mutual funds provide you with a wide range of investment options, including opportunities to invest across the asset classes, market caps, sectors, and companies. While the mutual fund portfolio may be diversified based on the primary investment objective, the investors looking for having an investment exposure in a particular sector […]
The Difference Between Large Cap, Mid Cap, And Small Cap Funds
Mutual funds are one of the best ways to save and invest money to generate good returns in the future. There are several mutual funds available based on Market Capitalization and Risk appetite. If you are a beginner who is just diving into the world of the stock market, you […]