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Safe Investment Haven for Women – Mutual Funds

"No struggle can ever succeed without women's participation side by side with men. There are two powers in the world. One is the sword; one is the pen. There is a third power, stronger than both, that of women" – Malala Yousafzai

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26th
June'23
How to read a Mutual Fund factsheet?

Do you know your Mutual Fund investment portfolio? Do you know where your money is invested, or which stocks and sectors were added/removed after you invested in the fund? Do you know your fund manager and his past performance? Do you keep up with changes happening with your investments?

26th
June'23
Why should one invest?

Investing is an excellent way to have your money work for you and create wealth. Cash deposits and bank savings accounts are usually considered the safest strategies. However, investing your money allows it to grow in value over time with long-term growth and the power of compounding.

26th
June'23
Understanding Mutual Funds

Traditionally, Indians have relied on bank fixed deposits, real estate & gold for investments. However, in recent years, mutual funds have emerged as an alternate investment option as it may offer an opportunity to earn higher returns. Additionally, mutual funds offer several benefits, including easy access, liquidity, professional management and flexibility.

26th
June'23
Why long-term investment in equity mutual fund?

Long-term investments aim to finance your future goals, like higher education, home, retirement, etc. Long-term goals generally have a horizon beyond ten years. Equity-oriented schemes are considered one of the best long-term investment options. Equities may have a higher potential for growth, even though they are more volatile in the short term than hybrid and debt funds. A well-diversified equity fund is more likely to offer growth over a long period. Hence, choose a fund that suits your wealth creation strategy.

26th
June'23
Importance of SID/KIM/SAI of Schemes of Mutual Funds

Every mutual fund advertisement provides a disclaimer that investors are required to read the scheme related offer documents carefully before investing. The objective is to keep the investors well informed about their mutual fund investments. Every investment decision needs to be an informed one, and scheme related documents provide much-needed information and transparency.

26th
June'23
How to Invest in Mutual Funds?

Mutual funds investment can seem complicated, especially for first-time investors, as it can be confusing. However, the first step in your investment journey is to understand how mutual fund works.

26th
June'23
What is the KYC process for investment in Mutual Funds?

KYC is the abbreviation for "Know Your Customer". It is a mandatory process to verify a customer while opening any account. When it comes to mutual funds, the KYC process identifies and verifies the contact details of the individual investors with relevant documents such as a PAN card and address proof like Aadhar Card, Driving License, Voter ID, etc.

26th
June'23
What and Why ELSS?

Investors always look for avenues to help them get returns, save taxes and generate wealth. While numerous investment schemes are available in the market, the returns generated are taxed according to Income Tax rules. ELSS or Equity Linked Savings Schemes are tax-saving equity mutual funds. It is an open-ended equity mutual fund that invests primarily in equities and equity-related products.

26th
June'23
What are passive Mutual Funds?

In recent years, there has been a considerable shift in investing trends. One of which is focused on passive funds. They require lesser portfolio changes or management costs and are often less expensive than active investments. As a result, many long-term investors use passive investments to build wealth.

26th
June'23
What are the tools for smart investing?

People often have reservations about exploring new avenues when it comes to investing and money management. If investment decisions are backed with the proper knowledge and advice, they can be fruitful. Smart investing need not be experimental all the time. It is also achievable by making optimum use of available resources.

26th
June'23
What is Asset Allocation?

Asset allocation is the implementation of an investment strategy that balances risk and rewards by adjusting the allocation of every asset in an investment portfolio according to the investor's risk tolerance, goals and investment horizon.

26th
June'23
What is Risk Profiling?

It is commonly known that equity markets are majorly associated with risks. If we refer to a financial definition, risk refers to volatility in the financial market. However, several investors associate the term with a financial loss or uncertain fluctuations.

26th
June'23
Safe Investment Haven for Women – Mutual Funds

"No struggle can ever succeed without women's participation side by side with men. There are two powers in the world. One is the sword; one is the pen. There is a third power, stronger than both, that of women" – Malala Yousafzai

26th
June'23
Know Everything About A Balanced Advantage Fund

A balanced Advantage Fund, also called a dynamic asset allocation fund is a mutual fund scheme that invests in debt and equities based on market conditions to balance risk and return. As per AMFI data, Balanced Advantage Funds have Assets under management (AUM) of Rs 1.54 lakh crore as of 31st March 2023.

26th
June'23
Debt Fund

Debt funds are such mutual fund schemes that invest in fixed-income securities such as Corporate Bonds, T-Bills, government securities, Commercial Papers (CP), Certificates of Deposit (CD), and other money market instruments. These instruments have a fixed interest rate and maturity date. They may be less volatile and ideal for relatively risk-averse investors.

26th
June'23
Direct & Regular

Regular funds are those funds that are bought through an intermediary. These intermediaries can be distributors, brokers. The intermediaries typically charge the fund house a specific fee for selling the mutual funds through their platform.

26th
June'23
What is an Index Fund?

An index fund is a mutual fund scheme that features a portfolio constructed to replicate a specific index to contain the same equity basket in the same proportions. By replicating the exact weight of components of the index, the fund attempts to replicate the same performance of its chosen index. For example, a Nifty 50 index fund will feature 50 stocks in its portfolio in the same proportions as the Nifty 50 index.

26th
June'23
What is an Overnight Mutual Fund?

Overnight mutual funds are open-ended debt funds that invest in debt instruments with a maturity of one day. It is a new debt fund category introduced in 2018 as a part of SEBI's mutual fund reclassification exercise. The securities in the portfolio will mature every day, and the manager will use the money to buy new securities with the same maturity date as the ones from the day before. Because the securities in these funds mature the next day, they are not as risky as other debt funds.

26th
June'23
The Power of Diversification: Embracing Variety for Success

Diversification means spreading the risk over different asset classes and over different time periods.

26th
June'23
Double Indexation: Maximizing Returns and Minimizing Tax Impact

Indexation is defined as adjusting the purchase price of your asset (essentially your investment) to reflect the impact of inflation and the capital gains are taxed accordingly.

26th
June'23
Building Wealth, One Step at a Time: The Magic of Systematic Investment Plan

SIP stands for Systematic Investment Plan; it is one of the modes of investment in Mutual Fund Schemes.

26th
June'23
Arbitrage Funds: Unleashing the Art of Profiting from Market Inefficiencies

Arbitrage funds are a type of mutual funds that take advantage of the mispricing of equity shares.

26th
June'23
What is BAF/ Asset Allocation category?

Balanced Advantage Funds, popularly referred to as ‘BAF’, are hybrid funds that invest in equity and debt instruments.

26th
June'23
BAF Blog

A balanced Advantage Fund, also called a dynamic asset allocation fund is a mutual fund scheme that invests in debt and equities based on market conditions to balance risk and return. As per AMFI data, Balanced Advantage Funds have Assets under management (AUM) of Rs 1.54 lakh crore as of 31st March 2023.

26th
June'23
Debt Fund

Debt funds are such mutual fund schemes that invest in fixed-income securities such as Corporate Bonds, T-Bills, government securities, Commercial Papers (CP), Certificates of Deposit (CD), and other money market instruments. These instruments have a fixed interest rate and maturity date. They may be less volatile and ideal for relatively risk-averse investors.

26th
June'23
Direct & Regular

Regular funds are those funds that are bought through an intermediary. These intermediaries can be distributors, brokers. The intermediaries typically charge the fund house a specific fee for selling the mutual funds through their platform.

26th
June'23
What is an Index Fund?

An index fund is a mutual fund scheme that features a portfolio constructed to replicate a specific index to contain the same equity basket in the same proportions. By replicating the exact weight of components of the index, the fund attempts to replicate the same performance of its chosen index. For example, a Nifty 50 index fund will feature 50 stocks in its portfolio in the same proportions as the Nifty 50 index.

26th
June'23
What is an Overnight Mutual Fund?

Overnight mutual funds are open-ended debt funds that invest in debt instruments with a maturity of one day. It is a new debt fund category introduced in 2018 as a part of SEBI's mutual fund reclassification exercise. The securities in the portfolio will mature every day, and the manager will use the money to buy new securities with the same maturity date as the ones from the day before. Because the securities in these funds mature the next day, they are not as risky as other debt funds.

26th
June'23
The Power of Diversification: Embracing Variety for Success

Diversification means spreading the risk over different asset classes and over different time periods.

26th
June'23
Double Indexation: Maximizing Returns and Minimizing Tax Impact

Indexation is defined as adjusting the purchase price of your asset (essentially your investment) to reflect the impact of inflation and the capital gains are taxed accordingly.

26th
June'23
Building Wealth, One Step at a Time: The Magic of Systematic Investment Plan

SIP stands for Systematic Investment Plan; it is one of the modes of investment in Mutual Fund Schemes.

26th
June'23
Arbitrage Funds: Unleashing the Art of Profiting from Market Inefficiencies

Arbitrage funds are a type of mutual funds that take advantage of the mispricing of equity shares.

26th
June'23
What is BAF/ Asset Allocation category?

Balanced Advantage Funds, popularly referred to as ‘BAF’, are hybrid funds that invest in equity and debt instruments.

26th
June'23
How to read a Mutual Fund factsheet?

Do you know your Mutual Fund investment portfolio? Do you know where your money is invested, or which stocks and sectors were added/removed after you invested in the fund? Do you know your fund manager and his past performance? Do you keep up with changes happening with your investments?

26th
June'23
Why should one invest?

Investing is an excellent way to have your money work for you and create wealth. Cash deposits and bank savings accounts are usually considered the safest strategies. However, investing your money allows it to grow in value over time with long-term growth and the power of compounding.

26th
June'23
Understanding Mutual Funds

Traditionally, Indians have relied on bank fixed deposits, real estate & gold for investments. However, in recent years, mutual funds have emerged as an alternate investment option as it may offer an opportunity to earn higher returns. Additionally, mutual funds offer several benefits, including easy access, liquidity, professional management and flexibility.

26th
June'23
Why long-term investment in equity mutual fund?

Long-term investments aim to finance your future goals, like higher education, home, retirement, etc. Long-term goals generally have a horizon beyond ten years. Equity-oriented schemes are considered one of the best long-term investment options. Equities may have a higher potential for growth, even though they are more volatile in the short term than hybrid and debt funds. A well-diversified equity fund is more likely to offer growth over a long period. Hence, choose a fund that suits your wealth creation strategy.

26th
June'23
Importance of SID/KIM/SAI of Schemes of Mutual Funds

Every mutual fund advertisement provides a disclaimer that investors are required to read the scheme related offer documents carefully before investing. The objective is to keep the investors well informed about their mutual fund investments. Every investment decision needs to be an informed one, and scheme related documents provide much-needed information and transparency.

26th
June'23
How to Invest in Mutual Funds?

Mutual funds investment can seem complicated, especially for first-time investors, as it can be confusing. However, the first step in your investment journey is to understand how mutual fund works.

26th
June'23
What is the KYC process for investment in Mutual Funds?

KYC is the abbreviation for "Know Your Customer". It is a mandatory process to verify a customer while opening any account. When it comes to mutual funds, the KYC process identifies and verifies the contact details of the individual investors with relevant documents such as a PAN card and address proof like Aadhar Card, Driving License, Voter ID, etc.

26th
June'23
What and Why ELSS?

Investors always look for avenues to help them get returns, save taxes and generate wealth. While numerous investment schemes are available in the market, the returns generated are taxed according to Income Tax rules. ELSS or Equity Linked Savings Schemes are tax-saving equity mutual funds. It is an open-ended equity mutual fund that invests primarily in equities and equity-related products.

26th
June'23
What are passive Mutual Funds?

In recent years, there has been a considerable shift in investing trends. One of which is focused on passive funds. They require lesser portfolio changes or management costs and are often less expensive than active investments. As a result, many long-term investors use passive investments to build wealth.

26th
June'23
What are the tools for smart investing?

People often have reservations about exploring new avenues when it comes to investing and money management. If investment decisions are backed with the proper knowledge and advice, they can be fruitful. Smart investing need not be experimental all the time. It is also achievable by making optimum use of available resources.

26th
June'23
What is Asset Allocation?

Asset allocation is the implementation of an investment strategy that balances risk and rewards by adjusting the allocation of every asset in an investment portfolio according to the investor's risk tolerance, goals and investment horizon.

26th
June'23
What is Risk Profiling?

It is commonly known that equity markets are majorly associated with risks. If we refer to a financial definition, risk refers to volatility in the financial market. However, several investors associate the term with a financial loss or uncertain fluctuations.

26th
June'23
Safe Investment Haven for Women – Mutual Funds

"No struggle can ever succeed without women's participation side by side with men. There are two powers in the world. One is the sword; one is the pen. There is a third power, stronger than both, that of women" – Malala Yousafzai




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