Mutual Funds

Invest in Technologies Funds

Is It Good Time to Invest in Technologies Funds?

After being under pressure for almost 1 year due to global recession, the investment in tech funds has been under a vast impairment. The tech stocks has told to see a downside over 23.04% last year. The global geopolitical tensions, flatulent valuations, high growth of interest rates are some of the core reasons behind this. …

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SEBI Declared Parents are allowed to Invest in Their Minor’s MF Folio through Their Bank Account

SEBI Declared Parents are allowed to Invest in Their Minor’s MF Folio through Their Bank Account

Recently SEBI has announced that legal guardians or parents are authorized to regulate the minor’s MF folio through their bank account. In May 12, a circular released by SEBI made it official that now, Parents or any other legal guardian can make payments through their bank account to their minor’s MF folio. The change has …

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Mutual Fund Assets Cross RS. 41.50 Lakh Crore in April

Mutual Fund Assets Cross RS. 41.50 Lakh Crore in April

Mutual Fund assets under management (AUM) increased to Rs. 41.50 lakh crore in April 2023, from Rs. 40.62 lakh crore in March, 2023. The growth in AUM was driven by a strong inflow of RS. 1.50 lakh crore in April, 2023. This was the highest monthly inflow in the last six months. The equity segment …

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Difference Between ULIP and Mutual Fund

Difference Between ULIP and Mutual Fund

Introduction A Unit Linked Insurance Plan or ULIP and Mutual Funds are the two most popular investment vehicles that people invest to generate wealth in India. While both of them offer the potential wealth for capital gains, there are some core differences between, that need to be acknowledged. In this article, we will see the …

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SEBI's New Initiative to Add Performance Based Fees in MF

SEBI’s New Initiative to Add Performance Based Fees in MF

Recently, a new category was introduced by SEBI on asset managers’ charges to be linked with performance based fees on funds. In this scheme, an additional fund will be charged as per the mutual funds performance above a certain benchmark. If the proposal gets approval then India shall stand among the few measure markets, which …

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Not Stop SIPs

Why Should You Not Stop SIPs During Market Volatility?

The volatility in the mutual funds industry is a well-known subject. But, stopping SIP investments while the mutual funds market is down can put an adverse effect on your portfolio. Recently, a study done by Mirae Asset Mutual Fund shows if an investor stops investing in monthly SIPs during market breakdown, an individual can lose …

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MF Industry Distributors 2023

MF Industry Adds New Individual Distributors in FY 2023, Shows Growth

The recent growth trend of the MF industry by AMFI shows that the industry has welcomed more than 23,000 new individual mutual funds distributors (MFDs) in the fiscal year 2022-2023 (FY2023). The surge in new MFDs is a positive sign for the mutual fund industry in India, as it reflects a growing interest among individuals …

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Mutual Fund Taxes

SEBI to Include All Mutual Fund Taxes and Expenses in TER

Recently, the Securities and Exchange Board of India (SEBI) has announced that it will incorporate all expenses and taxes within the total expense ratio or TER charged by mutual fund companies. The move is aimed to bring more transparency to the mutual fund industry, and ensure that investors are out of any additional fees on …

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mutual fund taxation

What Taxes Apply to My Mutual Funds?

When it comes to mutual fund investment, it has been a consistent option for investments due to higher returns by potential buyers. Even though, understanding the concept of tax implications associated with mutual fund investments is critical in order to make well-informed judgments when investing in mutual funds. This article describes the many forms of …

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what is beta risk

What is Beta Risk?

Beta risk measure is an important tool for evaluating mutual funds. It measures the volatility of a mutual fund’s returns relative to the overall market, indicating how much a mutual fund’s returns move in response to changes in the market. Beta is calculated by comparing the fund’s returns with the returns of a benchmark index …

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