Your mutual fund units stay intact when you move from a “regular” plan to a “direct” plan, but there are a few key factors to take into account: All things considered, moving to a direct plan entitles you to reduced fees, which may eventually increase your investment returns. To fully comprehend the consequences for your …
An example of a pooled investment vehicle is a Collective Investment Fund (CIF), which enables several participants to pool their money and use it to purchase stocks, bonds, and other assets. A team of managers or a professional investment manager oversees CIFs, making choices about investments on behalf of the fund’s investors. While they may …
The Association of Mutual Funds in India, or AMFI, is a self-regulatory body that keeps an eye on the mutual fund sector in India. In addition to educating investors and working to safeguard their interests, it encourages mutual fund companies to uphold professional and ethical standards. AMFI is essential to the regulation of the mutual …
All You Need To Know About AMFI March 2024 Assessment Read More »
When it comes to tax benefits and possible profits, mutual funds such as the Equity Linked Savings Scheme (ELSS) are a better option than traditional tax-saving options like National Savings Certificates (NSC) or Public Provident Funds (PPF). The following justifies your consideration of ELSS for your finances: Tax Benefits: Under Section 80C of the Income …
Mutual funds, not insurance, are what small-cap funds, SIPs (Systematic Investment Plans), and NFOs (New Fund Offers) are all about. Here’s an explanation of each and some advice on which to choose: Mutual funds that specialize in investing in the equities of small-cap companies are known as small-cap funds. Comparing these companies to large-cap or …
Small-cap fund, SIP, NFO is that insurance or mutual Fund? Which one to choose? Read More »
An industry standard test used in India to verify the expertise and ability of those working in the mutual fund distribution industry is the NISM VA (National Institute of Securities Markets – Mutual Fund Distributors) certification. The Securities and Exchange Board of India (SEBI) established the National Investor School (NISM) with the goal of defending …
What is NISM VA certification? Examination, Eligibility Criteria Read More »
Mutual funds and bank deposits are two popular investing choices, each with unique traits, advantages, and dangers. Investors must be aware of the distinctions between these options in order to make wise choices depending on their investment horizon, risk tolerance, and financial objectives. Deposits in banks: Savings accounts, certificates of deposit (CDs), and fixed deposits …
The mutual fund industry in India is vibrant and diverse, providing investors with a wide range of investment options. Asset Management Companies (AMCs) are essential to the administration and management of these funds, enabling investors to confidently trade the financial markets. The Registrar and Transfer Agent (RTA), who is in charge of keeping precise records …
Understanding Mutual Funds in India: A Closer Look at AMCs and RTAs Read More »
Mutual funds that constantly alter their asset allocation between debt and equity instruments in response to market conditions are called balanced advantage funds, or dynamic asset allocation funds. In order to maximize profits while controlling risks, the fund management modifies the equity-debt mix in an effort to take advantage of market opportunities. Balance Advantage Funds …
The utilisation of Mutual Fund Distributor (MFDs) is crucial in managing the difficulties presented by financial influencers, also referred to as finfluencers. These people, who frequently use social media, use their online presence to sway financial decisions. With their cutting-edge technology, MFDs can successfully tackle this problem. First off, sentiment analysis algorithms can be used …
