Category: Mutual Fund

TCS or Tax Collected at Source refers to the tax payable by the seller to the government, but is collected from the buyer. Transactions  involving specific goods, including alcohol, timber, minerals, and motor vehicles are liable for TCS. Tax Collected at Source [TCS] TCS which stands for Tax Collected at Source refers to the tax…

XIRR tells you the growth of your mutual fund investments and takes into account all the irregular inflows and outflows XIRR is a more realistic and accurate measure than absolute returns Let’s say you have started investing in mutual funds and want to compare the returns between two funds. If you only see the absolute…

A Systematic Investment Plan (SIP) is a disciplined and convenient investment method offered by mutual funds, allowing individuals to invest a fixed sum of money at regular intervals—monthly or quarterly—instead of making a lump sum investment. It provides a structured way of investing, ensuring financial discipline while reducing the impact of market volatility. How Does…

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…