How Do You Know If Your Mutual Fund Is Actually Doing Well? Understanding Investment Benchmarks
Overview A benchmark in mutual funds is a market index such as the Nifty 50, Nifty Midcap 150, or a CRISIL bond index used as a reference..
Tag: mutual funds
Upper Circuit and Lower Circuit in Share Market: What They Are and Why They Matter
Overview: An upper circuit is the highest price a stock is allowed to hit in a single trading session. A lower circuit is the lowest. Once either..
Repo Rate Cut: How Does It Impact Debt Mutual Fund Investors?
Repo Rate Cut Just imagine, one fine day you are having your morning coffee, checking the news, and suddenly one update grabs all your attention: that is,..
What Is an Open Ended Investment Company (OEIC)?
Open Ended Investment Company (OEIC) An OEIC, or open-ended investment company, is just a type of investment fund primarily in the UK, regulated by the UK Financial..
When a Mutual Fund Changes Its Manager, Should Investors Worry?
Every so often, a mutual fund sends out a routine update. Most investors skim through it, glance at the latest returns, and move on. But occasionally there’s..
What Happens Behind the Scenes When an AMC Launches a New Fund?
AMC Launches a New Fund Opening a new mutual fund is a sophisticated exercise, much more than just making a public announcement of an investment opportunity. It..
How SEBI’s TER Cap Impacts Fund Performance and AMC Behaviour
SEBI’s TER Cap The face of India’s mutual fund ecosystem has changed dramatically with the rollout of the Total Expense Ratio (TER) limit by the Securities and..
Portfolio Turnover Ratio in Mutual Funds: How It Affects Cost and Taxation
Portfolio Turnover Ratio When you are doing a mutual fund, mostly you are focused on expense ratio, returns, the reputations of fund managers, and asset allocation. But..
How to Deal with Market Crashes When Investing in Mutual Funds
Market Crashes We know this paragraph might make you think that we are kidding, but just think about it; don’t you feel that market crashes are like..
What is the 3-15-30 Rule in SIP?
3-15-30 Rule Investing in mutual funds and Systematic Investment Plans (SIPs) can be overwhelming for new investors due to the myriad of strategies and options. However, the 3-15-30..
The Dark Side of Mutual Funds: Common Pitfalls to Avoid
Dark Side of Mutual Funds For growing wealth easily, the most budget-friendly option we assume is Mutual Funds. Ignoring the other side of the coin, people only..
