Category: Mutual Fund

A mutual fund pools money from various investors and invests it in a diverse range of assets, including stocks, bonds, money market funds, and government securities. Mutual funds are regulated by SEBI in India to ensure transparency and protect investor interests. When these investments generate income, the earnings are distributed proportionately among the investors. The…

A Systematic Investment Plan (SIP) is a method of investing a fixed sum of money every month in a mutual fund scheme. You can choose between different equity and debt funds. A SIP allows you to buy units regularly on a fixed date. This long-term systematic investment plan can provide higher returns and minimize risk.…

The Asset Under Management (AUM) of the Indian MF Industry has grown from ? 6.80 trillion as on April 30, 2012, to ?38.04 trillion as on April 30, 2022, more than 5.5-fold increase in a span of 10 years. Along with this, the mutual fund industry has crossed a milestone of 10 crore folios during the month…

We all know the feeling of watching your savings grow as you invest in something sure to be a hit. What if we told you there are other ways for people like yourself, who don’t have much money but want access to financial markets? Mutual funds can provide this opportunity through investing pools made up…

Large Cap Mutual Funds, is a type of mutual fund which according to SEBI, invests in the top 100 companies. Things to Consider as An Investor RISK: Market risk exists in large-cap equity funds, but it is moderate. They are known for generating consistent dividends and wealth accumulation. The money is invested in financially strong businesses,…

Here, is the mean of returns, n is the number of returns, and x refers to each individual return. The operator denotes sum. Thus, to calculate standard deviation we subtract each return from its mean, square the deviations and sum them up. Then we divide them by the total number of returns less one, and…

If given a choice, would you prefer a ready-to-wear suit or a bespoke one? Most of us would choose the latter for one simple reason: customization to meet our needs. In the world of wealth creation, such a professionally customized portfolio service is termed a Private Client Group. This service is offered by banks or…

It was Madhu’s 25th birthday, but she was far away from home. She wasn’t very familiar with her new friends in the class, so she dropped her celebration plans and decided to return home early. But when her class friends got to know about her birthday, do you know what happened next? Of course, they…