Starting your investment journey can be exciting but it’s natural to have questions along the way. There’s so much to understand in financial terms. One of them is ‘YTD’ or Year-to-Date. You’ll see this a lot when looking at mutual fund returns. Whether you’re just starting your investment journey or have been investing for years, …
Category Archives: Mutual Fund
Understanding SWP Plans in Mutual Funds
Investing in mutual funds is a great way to grow your wealth over time. But sometimes, investors may need to withdraw money from their mutual fund investments to meet regular income needs. This is where a SWP comes in handy. For those unfamiliar with the term, SWP stands for Systematic Withdrawal Plan. Whether you’re looking …
How Do Mutual Funds Pay Dividends: A Complete Guide
Mutual funds have emerged as one of the most popular investment options for investors in India. With the right mutual fund investment, investors can steadily grow their wealth. One of the ways mutual funds generate returns is through dividends. Understanding the relationship between mutual funds and dividends is important. Especially for investors seeking regular income …
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What is One Time Mandate (OTM) in Mutual Funds?
With digital advancements, investing in mutual funds is now super easy. Whether you choose a Systematic Investment Plan (SIP) or a lump sum investment, making payments on time is important. However, remembering to pay every month can be difficult. It is time-consuming and may lead to missed investments. This is where One Time Mandate (OTM) …
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The Difference Between Direct and Regular Mutual Funds
When considering direct vs regular mutual funds, remember that both allow you to invest in the same scheme. The key difference lies in how you invest. Direct plans let you invest directly with the fund house, often resulting in lower fees. Regular plans, however, involve intermediaries like brokers or agents. That is why they usually …
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An Informative Guide on How Debt and Equity Mutual Funds Differ
When it comes to investing in mutual funds, choosing between debt funds and equity funds is like taking two different paths. Equity mutual funds focus on investing in stocks, bonds and other securities. In contrast, debt funds primarily invest in debt instruments like government and corporate bonds. By understanding how these two differ, you can …
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Flexi Cap Vs Multi Cap Funds: An Informative Guide
Mutual funds are a great way to build long-term wealth and protect against inflation, which is why they’re a common choice in investment portfolios. When it comes to equity mutual funds, there are several types to consider, with multi-cap and flexi-cap funds being two popular options. Read on to understand how they differ and how …
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ULIP Vs Mutual Fund: An Investment Guide for Beginners
If you’re considering expanding your wealth through investments, consider comparing the features of ULIP vs mutual funds. These attractive options can help you build long-term wealth while offering tax-saving opportunities. While both can help grow your wealth, they differ significantly in structure and purpose. Read on to explore these options to make an informed choice …
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Money Market Funds: Choose A Secure Way To Save Money
When it comes to financial health, you know you can grow your wealth through smart investment options. While equity investments give you outstanding returns, they also expose you to a higher level of risk. This is where a money market fund can be a smart choice. Being a type of secure Mutual Fund, its highlighting …
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A Detailed History of the Mutual Funds in India
If you’ve ever wondered when mutual fund started in India, the answer goes back to 1963, just a decade after India gained independence. The first mutual fund in India was launched by the Government of India and the Reserve Bank of India under the Unit Trust of India (UTI). This marked the beginning of the …
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