Mutual Fund Archive

FMP: A Good Investment in the Present Interest Rate Scenario

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Fixed Maturity Plan (FMP) is one of the most sought after debt mutual fund schemes.  Debt mutual funds are ideal investment option for investors with low risk appetite. FMPs are similar to term deposits offered by banks.
28 Oct 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Borrowing Against Mutual Fund Units

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Borrowing against Mutual Fund investments is a quick avenue available for mutual fund investors to tide over short term financial crunches.  Lenders extend finance against the value of units on which lien is marked in favour of
30 Aug 18 Author CategoryBank Loans- General, Mutual Fund No Comment Read More

Total Expense Ratio (TER) and Mutual Fund Investment

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All mutual fund investors must be receiving e-mails from mutual fund houses on Total Expense Ratios (TER). The details are being furnished by the fund houses as directed by Securities and Exchange Board of India (SEBI) in
26 Aug 18 Author CategoryEverything About, Mutual Fund No Comment Read More

Exchange Traded Funds (ETFs) and Fund of Funds (FoF) Schemes- Features and Characteristics

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A Fund of Funds (FoF) scheme invests the investible amount in different mutual fund schemes, instead of individual shares or bonds to ensure better diversification. An Exchange Traded Fund (ETF) is a mutual fund scheme units of
22 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Large Cap, Mid Cap and Small Cap –Features and Characteristics

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Mid Cap and Small Cap funds have been in news regularly for the past two years for their better returns over Large Cap funds, and the trend is slowly reversing. Recently, Securities and Exchange Board of India
21 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Hybrid Fund Scheme – Features and Characteristics

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A Hybrid Mutual Fund scheme offers a proper mix of equity funds and debt funds for the investor, based on his risk appetite. It is mainly a mix of investment in equity and debt. Hybrid funds are
20 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Solution Oriented Mutual Fund Scheme- Features and Characteristics

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A Solution Oriented Mutual Fund scheme focuses on supporting an investor to meet a long term goal. As per the revised norms issued by Securities and Exchange Board of India (SEBI), AMCs are permitted to offer schemes
20 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Debt Fund Scheme: Features and Characteristics

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A debt fund is a Mutual Fund scheme with focus on steady, regular and risk free return. It is an ideal investment instrument for parking surplus funds for short term. The fund invests mainly in money market
28 May 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Equity Mutual Fund Scheme: Features and characteristics

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An Equity Fund Scheme is a growth oriented mutual fund scheme that aims capital appreciation on long term. This scheme invests major portion of the investible fund in shares/stocks of companies identified by fund manager through research.
28 May 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

MF Schemes become  transparent following categorization and rationalization directive by SEBI

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Mutual Fund houses are in the process of reviewing and revising the fundamental characteristics of various MF schemes. Some of the schemes are renamed, similar schemes are being merged and some are re-categorized. The process is undertaken
27 May 18 Author CategoryMutual Fund No Comment Read More