When investing in mutual funds, most people focus on returns, but it’s equally important to consider risk. Understanding risk can help you make better investment decisions. One useful tool for measuring risk and volatility is standard deviation. It is a statistical measure that shows how much the returns of a fund vary from its average […]
Standard Deviation in Mutual Funds: Meaning, Formula, and Calculation Read More »
Exchange-Traded Funds (ETFs) and Mutual Funds are popular investment vehicles that help individuals diversify their portfolios. Both pool money from multiple investors to invest in a basket of securities, offering the benefits of professional management and diversification. However, they differ in structure, cost, and trading flexibility. ETFs trade on stock exchanges like individual stocks, offering
ETF Vs Mutual Fund: What’s the difference? Read More »
A Systematic Transfer Plan (STP) is an investment strategy offered by mutual fund companies that enables investors to periodically transfer a fixed amount or specific units of money from one mutual fund scheme to another within the same fund house. This method is particularly popular among investors seeking to balance risk and returns effectively. By
What is STP in Mutual Funds? Read More »
Gold has long been considered a safe-haven asset, offering stability and acting as a hedge against inflation during times of economic uncertainty. Traditionally, investing in gold involved purchasing physical forms like coins or jewelry. However, with the rise of modern investment vehicles, gold mutual funds have become an increasingly popular choice for investors looking to
Gold Mutual Funds: A Beginner’s Guide to Investing, Benefits, and Taxation Read More »
Green energy mutual funds are investment vehicles that blend financial growth with environmental responsibility, offering a way for investors to support sustainable practices while pursuing their financial goals. These funds primarily invest in companies and projects that prioritize environmental stewardship, such as renewable energy, clean technology, and sustainable agriculture. By channeling capital into environmentally conscious
What are Green Energy Mutual Funds? How to Invest? Read More »
The Internal Rate of Return (IRR) is a financial metric used to evaluate the profitability of investments by estimating the annual growth rate expected from an investment. It represents the discount rate at which the net present value (NPV) of all future cash flows (inflows and outflows) from an investment equals zero. In simpler terms,
Internal Rate of Return (IRR): A Beginner’s Guide Read More »
Hybrid mutual funds are gaining popularity as an ideal investment choice for individuals looking to diversify their portfolio while maintaining a balance between risk and reward. These funds invest in a mix of asset classes, such as equities (stocks) and fixed-income securities (bonds), aiming to provide both growth potential and stability. This combination allows investors
What Are Hybrid Mutual Funds? A Beginner’s Guide Read More »
With so many mutual funds to choose from, selecting the right one can seem daunting. Quartile rankings offer a straightforward way to evaluate funds by comparing their performance within their category. This guide will break down the quartile ranking meaning, explain why top quartile mutual funds matter, and examine their importance in mutual fund quartile
What Are Quartile Rankings? A Simple Guide to Choosing Top Mutual Funds Read More »
If you’ve ever felt lost in the world of mutual funds, you’re not alone. Terms like rolling return might sound complex, but they hold the key to evaluating investments like a pro. This guide will walk you through rolling returns in mutual funds, using relatable examples to simplify your investment journey and highlight the value
What is Rolling Return in Mutual Fund? Read More »
In the dynamic world of investing, choosing the right strategy can significantly impact your long-term financial goals. Three popular approaches stand out among investors: Momentum, Quality, and Value. Each of these strategies serves a unique role in delivering market returns, driven by different philosophies and methodologies. Momentum focuses on stocks with upward price trends, Quality
Which Nifty 500 strategy is Best? Momentum 50, Value 50, or Quality 50 Read More »
