Asset allocation funds: Introduction, Types and Taxation system

Asset allocation funds were generated from modern portfolio theory. Modern portfolio theory explains that investors can obtain optimal returns by spending in a diversified portfolio of investments involved in an effective frontier. Moreover, modern portfolio theory describes how a portfolio can change its asset mix to tailor to the risk tolerance of the investor. Introduction to Asset Allocation Funds  It is a fund connecting the bonds and equities and that [...]

By |2019-09-17T05:19:25+00:00September 7th, 2019|mutual funds|0 Comments
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Hedge vs Mutual Funds: Comparative analysis

Introduction to hedge vs mutual funds  Hedge vs mutual funds are 2 general pooled investment means, wherein several investors trust their money to a fund manager, who invest the same in various classes of publicly traded securities. A mutual fund is an investment, that allows the investor to invest in a diversified and professionally handled basket of securities, at relatively low cost. On the other hand, the hedge fund is nothing but unregistered personal [...]

By |2019-09-17T06:01:58+00:00September 4th, 2019|mutual funds|0 Comments
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Global vs International Funds: Comparative analysis

We do see these 2 terms as the same meaning the same thing, but in the link with investing in a mutual fund, they have diverse meanings. Global vs International Funds have a basic difference in their investment goals and give investors with various kinds of investing chances. It is up to the investor to conduct due persistence and understand the types of investments all of these types of mutual [...]

By |2019-09-17T05:22:57+00:00September 3rd, 2019|mutual funds|0 Comments
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Mutual Fund Prospectus: What the Points tell you About

Mutual Fund Companies or Mutual Fund Distributors who sell Mutual Funds are required by law to send out a prospectus to their clients. A prospectus contains a lot of information. Such as the fund’s investment objective, strategies, holdings, information on the fund manager, risks, past performance, benchmark information, fee structure, and minimum investment amounts, etc. It can also include any disclosures that the Asset Management Company feels is necessary for [...]

By |2019-09-02T11:52:08+00:00September 2nd, 2019|mutual funds|0 Comments
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Importance of PE Ratio for Investing in Mutual Funds

The price-earnings ratio, often known as the PE ratio, P/E ratio or price to earnings ratio, is a market prospect ratio. It calculates the market value of a stock of a company, as relative to its earnings by comparing the market price per share by the earnings per share (EPS). This ratio shows what the market is willing to pay for a stock based on its current earnings. PE is [...]

By |2019-09-02T06:22:49+00:00September 2nd, 2019|Investment, mutual funds|0 Comments
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What is AUM, its calculation and importance

What are Assets Under Management (AUM)? Asset under management is all over the market value of assets or capital that a mutual fund keeps. The fund manager handles these assets and takes investment decisions on behalf of investors. AUM is a sign of the size and progress of a fund house. One can easily match its assets under management in multiple timelines and market conditions performed as denied to its [...]

By |2019-09-17T06:11:55+00:00August 30th, 2019|mutual funds|0 Comments
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Active vs Passive Mutual Funds: Which is Better to Invest

When the best investment advisor plans to construct an investment portfolio for its clients, a lot of thought goes into deciding about its contents. How much should be invested in active vs how much should be put in passive mutual funds? And this is another one of those never-ending debates, in the mutual fund sector. Besides, for the past couple of years, passive funds have been doing relatively better than [...]

By |2019-08-31T06:44:32+00:00August 28th, 2019|mutual funds|0 Comments
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Which is the best mutual fund and how decide it ?

Which is the Best Mutual Fund? People who are new to mutual fund investments world usually ask- “Please tell me best 2 or 3 Mutual Funds for SIP or Lumpsum Investment for so & so time duration”. That is a complicated question to answer in a moment. As without knowing your demand and requirements how can we decide which fund is best for you? Fund flexibility depends upon your demands. [...]

By |2019-09-17T06:13:17+00:00August 26th, 2019|mutual funds|0 Comments
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Why duration of mutual fund investment should be long

India is developing at about 7% GDP growth and has 4% government inflation. So in such a sort of scenario when you base deposit rate of bank i.e 7 - 8% which is just similar to GDP ratio, all different features including inflation is continuing to come to your help in the stock market. The mutual fund investment duration should be long as just because of the volatile market conditions [...]

By |2019-09-17T06:22:21+00:00August 24th, 2019|mutual funds|0 Comments
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