Mutual Fund
21
Sep/23
Retirement planning requires a well-thought-out strategy, aiming to establish financial discipline and security for a stable post-retirement life through investments. With the passage of time, numerous investors have recognised the significance of saving and investing, driven by market volatility and employment uncertainties, particularly in challenging periods. However, amidst the plethora of investment choices available today, selecting the right savings approach has become a complex task. This article focuses on nps vs mutual fund comparison.
21
Sep/23
For those who wish to invest in a stock but need more knowledge or time for selection, investing in blue chip funds in India is an excellent choice. A blue-chip fund is a mutual fund investing in the stocks of large companies with a strong track record of performance and stability over time. These companies are leaders in their respective sectors, have a significant market capitalization, and are generally considered relatively stable and safe investments. This article will provide all the major information regarding blue chip mutual funds.
21
Sep/23
In the world of investment, individuals often seek strategies that align with their financial goals and risk tolerance. One such strategy that has gained prominence over the years is the target date fund. Embracing the future of investing, the mutual fund target date strategy becomes a guiding beacon, allowing investors to navigate their financial journey with an adaptable portfolio that shifts seamlessly in response to changing market conditions and their envisioned retirement date. This investment vehicle offers a simplified approach for investors to manage their portfolios over time, catering to changing needs as they approach a specific target date, typically associated with retirement.
21
Sep/23
A Folio is a unique identification number to be allocated exclusively to fund investors, compared to bank account numbers. The bank will assign a specific number to identify your account when opening an account. As a result, each mutual fund investor will be assigned the same Folio number by an asset management company. This article aims to explain the folio number meaning, its advantages and disadvantages.
21
Sep/23
The Mark to Market approach provides real-time evaluations based on current market prices. An asset's mark to market represents its current market value, which reflects price changes over time. By using this method, investors and institutions can not only gain a better understanding of their financial positions but also make more informed decisions. Mark to Market ensures that financial stability and investor protection stand as pillars in the financial landscape. From businesses valuing their assets accurately to individuals gauging the worth of their investments. However, in volatile market conditions, MTM poses some challenges. Throughout this article, you will understand mark-to-market meaning, its applications, advantages and disadvantages.
21
Sep/23
Sinking funds are typically used by corporations to set money aside each month to pay off a debt or a bond. The corporation won't have to pay as much out of pocket when the loan is due if it uses a sinking fund. To avoid using a credit card or withdrawing money from an emergency savings account, individuals can adopt the same technique as corporations to prepare for unforeseen costs or major expenditures.
21
Sep/23
Mutual funds have become a popular investment choice for individuals seeking diversification and professional management of their portfolios. However, "mutual fund overlap" or "portfolio overlap" is crucial for investors aiming to build a well-balanced investment strategy. In this article, we'll explore mutual fund overlap's meaning, effects, and process, shedding light on its significance for informed decision-making.
21
Sep/23
The India Real Estate Investment Trust (REIT) market displays promising prospects and is projected to encompass around 180 million square feet (msf) of office space, constituting 22% of the total Grade-A stock by the conclusion of 2024, according to the latest Asia REIT Market Insight report for 2022-2023 by Cushman & Wakefield. The report indicates that the collective worth of the Asian REIT market reached $263.8 billion by the close of 2022, denoting a decline of 14.7% compared to the end of 2021. In this context, India ranks fifth with a market valuation of $7.41 billion. So, investing in REITs stocks seems to be a smart choice. In addition, there are even REIT mutual funds too. In case you do not have enough information regarding REIT stocks, these mutual funds are your way forward. Let’s find out more.
21
Sep/23
In India, mutual funds are one of the most frequent investment instruments, and several schemes cater to different investor needs and risk profiles. The ability to convert dividends into regular income is one of the main characteristics of a fund. The fund can deliver income or capital gains returns when an investor invests in a Mutual Fund. The income mutual funds receive regarding the underlying assets, for example, dividends, interest and rental revenues, is regarded as a distribution to investors. Mutual funds shall be deemed to have made capital gains when they sell their underlying assets at a higher price than the amount paid. IDCW, "Income Distribution cum Capital Withdrawal" in mutual funds, refers to a payment option where investors get regular payouts of a share of the fund's income plus capital gains. These payments can be made monthly, quarterly, half-yearly, or annually, depending on the nature of the Fund. So, let’s move ahead in this article and understand IDCW's meaning in detail.
21
Sep/23
You can earn high returns from mutual funds in a safe manner. A mutual fund is managed by a team of professionals with many years of experience. You just have to browse the options, pick the best one, and park your money. However, it can be challenging to decide which mutual fund scheme to invest in. Especially since fund houses offer a variety of schemes, such as growth, income, liquid, ELSS, and funds of funds. Find out how to choose mutual funds in this article. The criteria for selecting mutual funds are explained in detail for how to choose mutual funds.
21
Sep/23
The total expenditure ratio (TER) is a metric for the overall expenses incurred in running and administering an investment fund, like a mutual fund. These expenses include management fees and supplementary costs, including trading fees, legal fees, auditor fees, and other expenses of an operational nature. To derive percentage amounts corresponding to the TER, the fund's overall cost shall be divided by the actual assets of the Fund. The net or after-reimbursement cost ratio is also the total expense ratio. Let’s move ahead to understand the total expense ratio in detail.
21
Sep/23
There are several options when investing in financial markets, such as index funds and mutual funds. In recent years, these two investment vehicles have become increasingly popular due to their ability to diversify a portfolio across different asset classes. Index funds track specific market indices, like the Nifty 50 or BSE Sensex, through passive investments. The returns they provide closely mirror those of the overall market. On the other hand, mutual funds are actively managed by a professional fund manager who selects stocks and bonds according to their investment strategy. However, which one is best to invest in? In this article, let’s explore the key difference between index fund and mutual fund and determine which is better: index funds vs. mutual funds.
Featured Blogs
Top Articles in Mutual Fund
We at Share India aim at transforming the millennial trading experience through a cutting-edge fintech platform. We strive to provide the best value for money trading solutions by incorporating Artificial Intelligence and Machine Learning technology.
© Copyright 2023 www.shareindia.com | All rights reserved
