Balanced Advantage Mutual Funds – Reduces Risk and gives good return at the same time !

In the world of mutual funds, there are various kinds of categories for different requirements and risk appetite. One of the categories I want to talk about today is “Balanced Advantage” Category. What are Balanced Advantage Mutual funds? In one line, a balanced advantage fund dynamically shifts between equity and debt depending on the market […]

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Investing in Mutual Funds vs Direct Stocks – Which is better option?

Should you invest directly in stocks of companies or rather buy mutual funds? Which option is more “suitable” for you? A lot of investors feel that they should invest directly in shares, because that’s what mutual fund do at the end of the day, however stock investing is a very different game altogether and the […]

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What are Shariah compliant mutual funds? – An Ethical investment

Have you ever heard about Shariah compliant mutual funds? We get a lot of muslim leads who want to invest in mutual funds and a lot of them mention that they would like to invest in mutual funds which are shariah compliant. So lets look at the subject! Examples of Shariah based Mutual Funds Shariah […]

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5 min guide to link Aadhaar number with mutual funds online

Recently, the government has asked mutual fund companies (and many other financial institutions) to link Aadhaar card number of their customers with their financial investments. Which means that if you are a mutual fund investor, you are supposed to link your aadhaar numbers to your mutual fund folios. How to link Aadhaar number with mutual […]

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33 mutual funds myths uncovered for the first time investors

Are you one of those investors who are still away from mutual funds investments because you do not have enough understanding about it or have lot so myths about them? Every day we get constant enquiries from several of our readers who want to invest in mutual funds and often they have myths, which make […]

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99% mutual fund investors do not understand these 3 critical points for long term success

Are you investing in equity mutual funds or planning to invest? GREAT! While you might have done your research and reading about investing in mutual fund, but I am sure you still do not have 100% clear idea about what does it mean to invest in a mutual fund. In this article my attempt is […]

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How mutual funds operate internally and have strong structure ?

Today, I want to help you understand how a mutual fund operate’s in layman language and how its structure looks like. How various entities come together to create a mutual fund. There are a lot of investors who are new to mutual funds concept and they have just heard about mutual fund. All they know […]

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Update your FATCA declaration online in 2 min, if you are an existing mutual fund investor

Are you an existing mutual fund investor? If YES, then you must have got an email from the fund houses where you have invested to provide some additional information about yourself and about your tax residency related questions in the name of FATCA declaration. In this article I will quickly guide you about what is […]

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What are Arbitrage mutual funds and how they are safe and tax efficient ?

Do you want to invest in a mutual fund which has near zero-risk, offers returns in range of 6-9% with high liquidity and at the same time, they are tax efficient? Welcome to the world of “Arbitrage Mutual Funds”. Arbitrage mutual funds are a category of mutual funds which are comparable to liquid funds or a […]

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3 parameters to look at before you pick your mutual fund house !

There are more than 40 mutual fund houses (AMC) in India and every investor has his own favorite mutual fund house to pick. We hear about best mutual funds on various websites, hoardings and even look at their performance on valueresearchonline and then choose them for lumpsum investment or starting our SIP. But on what […]

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