Active and Passive Fund Management
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Mutual Fund
Plain-language articles on how financial products work. They are for general education only and are not investment advice or recommendations.
Mutual Fund articles
77 articles, page 2 of 7
What Are Multi Asset Allocation Funds?
A multi-asset allocation fund invests in at least three asset classes, typically equity, debt and commodities such as gold, with at least 10% in each.
Advantages of Mutual Funds: Key Benefits for Investors
An overview of mutual fund features: diversification, professional management, liquidity, affordability, flexibility, tax treatment and regulation.
Ultimate Guide to Choosing the Right Mutual Fund Consultant
Points to check when choosing someone to help with mutual funds, including credentials, fees, regulatory compliance and how they communicate.
Developing a Mutual Fund Investment Strategy
Steps to develop a mutual fund investment strategy: define goals, assess risk tolerance, diversify, review performance and watch expense ratios.
How To Select The Best Equity Mutual Funds?
Points to consider when choosing equity mutual funds: goals, risk tolerance, diversification, expense ratio, consistency and the fund manager.
Mutual Funds vs. Stocks: Which is Right for You?
The pros and cons of mutual funds and direct stocks, and which may suit different investors.
How to Choose the Right Mutual Fund for Your Goals
Five steps to choosing a mutual fund for your goals: define goals, understand fund types, check past performance and costs, and seek guidance.
The Role of Technology in Modern Mutual Fund Services
How technology is used in mutual fund services, from digital onboarding and data analytics to customer communication and security.
Why Mutual Fund Services Are Essential for Smart Investing
What mutual funds offer investors, including diversification, professional management, liquidity, risk management, tax treatment and transparency.
How to Start SIP Mutual Funds with Just Rs. 500 Per Month
A step-by-step guide to starting a mutual fund SIP of Rs. 500 a month, from KYC and choosing a fund house to setting up auto-debit.
How to Invest in Mutual Funds for Retirement
Why mutual funds are used for retirement saving, and a step-by-step approach to investing for retirement through them.
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