SEBI, or the Securities and Exchange Board of India, plays a crucial role in regulating mutual funds and protecting investors’ interests in India.As of 31 October 2024, the Indian mutual fund industry managed average assets worth ₹68,50,321 crore with more than 172 million folios, highlighting the rapid growth of mutual fund investments in the country.To […]
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There are different types of mutual funds designed to meet the needs of investors with varying financial goals, risk appetites, and investment horizons. If you want to learn mutual funds in detail, explore our Mutual Fund Learning Hub for beginner-friendly guides, fund categories, investing concepts, SIP knowledge, and portfolio basics.Mutual funds can mainly be categorized
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An AMC (Asset Management Company) is a company registered with SEBI that manages investments on behalf of investors. It pools money from multiple investors and invests it in assets such as stocks, bonds, government securities, and other financial instruments.If you are new to investing, you can also explore our Mutual Fund Learning Platform to understand
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NAV (Net Asset Value) is the per-unit value of a mutual fund. It represents the price at which investors buy or sell one unit of a mutual fund scheme.If you are new to investing, you can first learn what a mutual fund is and how mutual fund schemes work before understanding NAV in detail.For example,
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While investing in mutual funds can help reduce individual risks through diversification, they are still affected by market fluctuations and are not completely risk-free.Some risks associated with mutual funds are:Market Risk: The value of your investment can go up or down depending on market conditions. If the market falls, your fund’s NAV (Net Asset Value)
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There are several benefits of investing in mutual funds:Professional Management: Mutual funds are managed by experts who have experience in analyzing stocks and managing investment portfolios.No Need for Stock Research: You don’t have to study individual stocks or constantly track the stock market to invest in them. The fund house takes care of all that
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Mutual funds are subject to market risk. If the market falls, the NAV of the scheme also falls, which can impact your overall portfolio in the short term.However, mutual funds can be considered a relatively suitable investment option when chosen with a long-term horizon.For example, my portfolio has delivered over 15% CAGR during the period
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7x return in 15 years—from a mutual fund. And I didn’t actively do anything.No constant tracking. No market timing. No stress over daily ups and downs.Just patience.While I was busy building my career, focusing on my family, and improving my skills… my money was quietly compounding in the background.This isn’t a theory. This is real.The
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Investors often review past performance to understand how an investment (including stocks and mutual funds) has behaved over time. However, past performance does not guarantee future returns.To assess the historical performance of a mutual fund, one should keep the following key factors in mind:Key Factors to Evaluate a Fund’s Historical Performance1. Expense RatioCheck the expense
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What Is the Sharpe Ratio?Sharpe ratio is a measure of a fund’s performance compared to the risk. This ratio helps to analyse if the fund’s returns are worth the risk taken.William Sharpe developed the Sharpe ratio in 1966. This ratio was earlier called the reward-to-volatility ratio. What Is the Sharpe Ratio Formula?Sharpe ratio is calculated using
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