Mutual Funds Articles

Short term funds, also known as short duration funds, are debt mutual fund schemes which invest in debt and money market instruments such that the Macaulay Duration of the scheme is 1 to 3 years. Macaulay duration is the weighted average of the period the investor should remain invested in the security in...

Quant funds are thematic equity mutual fund schemes which use quantitative investment strategies. Stock selection of quant funds are based on mathematical models. The fund managers of quant schemes are responsible for developing and reviewing the mathematical models on a periodic basis, and make updates to...

Flexicap funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcaps and small caps. SEBI does not have segment wise limits for flexicap funds. The fund manager can have any allocation to large, mid and small caps, according to his / her market outlook...

Domestic consumption is one of the most important themes of the India Growth Story. India enjoys a demographic advantage as far as this theme is concerned. We have a young population; the average age is just 29 years (Source: Ministry of External Affairs). As per National Family Health Survey 2021, 88% of the population is...

We are in the third quarter of this tax assessment year (AY 2023-24). If you have not made your tax planning investments in this financial year, now is a good time to plan your 80C investments. You can claim up to Rs 150,000 deduction from your taxable income by investing in schemes eligible under Section 80C of Income...

Retail investors in India have traditionally favoured Bank Fixed Deposits and Government Small Savings Schemes for their fixed income investments. However, fixed deposit interest rates have generally been declining over the years (see the chart below). Nominal interest rates are directly related to inflation. As...

Ultra-short duration funds are debt mutual fund schemes which invest in debt and money market instruments such that their Macaulay Duration is between 3 to 6 months. Ultra short duration funds usually invest in commercial papers (CPs), certificates of deposits (CDs), Treasury Bills, overnight securities (TREPs) etc. The...

Money market funds are debt mutual schemes which invest in debt and money market instruments with residual maturities of up to 1 year. Money market funds usually invest in commercial papers (CPs), certificates of deposits (CDs), Treasury Bills, overnight securities (TREPs) etc. They can also invest in debt market...

Edelweiss Mutual Fund is launching a Fund of Funds (FOF) which will invest in Gold and Silver exchange traded funds (ETFs). Exchange traded funds are mutual funds schemes which track some market index or price of commodities e.g. gold, silver. ETFs are listed on stock exchanges and are traded like...

Nippon India Mutual Fund is launching Nippon India Nifty Alpha Low Volatility 30 Index Fund NFO. This is a passive fund which will track the Nifty Alpha Low Volatility 30 Index. The Nifty Alpha Low Volatility 30 Index is multi-factor index, which will comprise of the top 30 stocks based on alpha...