An investor - new or existing, invests and remains invested with a basic objective - to attain or inch closer to their respective financial goals. Well, these goals can be of different kinds, based on the lifestyle, age, status, of the investor. Some might invest with a short-term goal of buying a luxury car and some with a long-term goal of child education or buying a home.

Whatever the goal might be, the solution is one - investments. It takes time, patience and the right financial…

An investor - new or existing, invests and remains invested with a basic objective - to attain or inch closer to their respective financial goals. Well, these goals can be of different kinds, based on the lifestyle, age, status, of the investor. Some might invest with a short-term goal of buying a luxury car and some with a long-term goal of child education or buying a home.

Whatever the goal might be, the solution is one - investments. It takes time, patience and the right financial…

Hybrid funds provide exposure to multiple asset classes e.g. equity, fixed income, gold etc. The main objective of hybrid funds is to provide asset allocation benefits to investors. Asset allocation refers to investments in multiple asset classes. By spreading your investments across multiple asset classes you can diversify portfolio risks. There are different types of hybrid schemes with different asset allocation profiles and strategies.

Hybrid fund categories

SEBI has asset…

Hybrid funds provide exposure to multiple asset classes e.g. equity, fixed income, gold etc. The main objective of hybrid funds is to provide asset allocation benefits to investors. Asset allocation refers to investments in multiple asset classes. By spreading your investments across multiple asset classes you can diversify portfolio risks. There are different types of hybrid schemes with different asset allocation profiles and strategies.

Hybrid fund categories

SEBI has asset…

Mutual funds India provides an investment vehicle managed by AMCs that pool investments from a variety of investors and in turn, invest it in a broad number of asset classes such as stock, bond, commodity and equities etc. The percentage of an investor’s fund ownership is decided by the number of units purchased by him. The more units are purchased, the larger is the proportion of the fund ownership by an investor.

The fund is managed by professional fund managers adhering to the…

What is NAV of mutual funds?

Net Asset Value or NAV is an important concept in mutual funds. NAV is the price at which you buy or sell mutual fund units. NAV of a mutual fund scheme is the market value of the securities in a mutual fund scheme net of liabilities divided by the total number of units outstanding. Asset management companies (AMCs) disclose NAVs of all mutual fund schemes at the end of the day, based on daily closing prices of securities. Investors should know that mutual…

What is NAV of mutual funds?

Net Asset Value or NAV is an important concept in mutual funds. NAV is the price at which you buy or sell mutual fund units. NAV of a mutual fund scheme is the market value of the securities in a mutual fund scheme net of liabilities divided by the total number of units outstanding. Asset management companies (AMCs) disclose NAVs of all mutual fund schemes at the end of the day, based on daily closing prices of securities. Investors should know that mutual…

SIP or systematic investment plan is a way of making customised periodic investments in a chosen mutual fund over a period of time. In this aspect, there are certain elements that can guide investors in the right direction so that they can take the best decision when it comes to investing their savings. Let us analyse this further.

Financial calculators have simplified decision making with regards to mutual fund investments. These are online tools that help one calculate an estimated…

Systematic withdrawal plan or SWP is a utility in mutual funds India through which you can draw a fixed amount from your mutual funds at a specified frequency, it could be monthly, quarterly or annual. In a SWP, you can select a date in a month when the withdrawal should be made and the predetermined amount will get credited to your bank on the specified day. You can continue the withdrawal till such time you have balance units in your mutual fund scheme account.

How does SWP work?…

Systematic withdrawal plan or SWP is a utility in mutual funds India through which you can draw a fixed amount from your mutual funds at a specified frequency, it could be monthly, quarterly or annual. In a SWP, you can select a date in a month when the withdrawal should be made and the predetermined amount will get credited to your bank on the specified day. You can continue the withdrawal till such time you have balance units in your mutual fund scheme account.

How does SWP work?…

Systematic withdrawal plan or SWP is a utility in mutual funds India through which you can draw a fixed amount from your mutual funds at a specified frequency, it could be monthly, quarterly or annual. In a SWP, you can select a date in a month when the withdrawal should be made and the predetermined amount will get credited to your bank on the specified day. You can continue the withdrawal till such time you have balance units in your mutual fund scheme account.

How does SWP work?…

Exchange traded fund or ETFs are passive mutual funds which track particular market indexes, commodities like gold or some other assets. ETFs are listed on stock exchanges and trade just like shares. ETFs are passive funds, thus their expenses are also less and are very popular in developed economies like US and UK. However, ETFs are also increasingly becoming popular in India.

Let us explore exchange traded fund and how it can be helpful in your investments -

Can be used for…

Exchange traded fund or ETFs are passive mutual funds which track particular market indexes, commodities like gold or some other assets. ETFs are listed on stock exchanges and trade just like shares. ETFs are passive funds, thus their expenses are also less and are very popular in developed economies like US and UK. However, ETFs are also increasingly becoming popular in India.

Let us explore exchange traded fund and how it can be helpful in your investments -

Can be used for…