Tutorials

These funds base their investment strategy largely on P/E ratio of individual stocks or indices

Reproduced with permission from Tata Mutual Fund

Systematic Transfer Plans help you transfer a predetermined amount at regular intervals from one MF scheme to another.

An investor looking to invest in an index has two choices,index funds or index Exchange Traded Funds (ETFs).

A passively managed fund tries to mimic its benchmark index, while an actively managed fund tries to beat the market.

Expenses ratios eat into returns, but are frequently ignored. This measure is also a key factor used for comparing similar funds.

In a crowded market, fund houses aim to launch products with labels that are ‘unique’; this sometimes leads to confusion. Read on to decipher what these fund labels really mean.

Read on to know on how an AMC charges its fund management fees and the various limits defined by SEBI.

This process is crucial for valuing assets based on current market value.

The NAV measures how much each unit of a fund is worth, but a number of misconceptions exist on what the value actually indicates.

Distributors and investors often overlook the role of sponsors and trustees while evaluating mutual funds. Read on to understand how both entities play a crucial role in the functioning of an MF.

Pass-Through Certificates (PTCs) recently came into the limelight after Central Board of Direct Taxes (CBDT) asked AMCs to cough up tax for investments in PTCs. We took a closer look how these instruments work.

As advisors, we all seek to maximize the post-tax returns for our investors. In this context, double indexation is a very important concept.

The National Pension Scheme (NPS) was the first major initiative by the government to offer a flexible and transparent retirement solution to investors with greater control.

A primer on dividend yield funds – what they are and the risk involved.