Mutual Fund General
Risk Factors: Mutual Fund
Investments are subject to market risks, read all scheme related documents
carefully. Past performance may
or may not be sustained in the future. All the equity
schemes fall under the “High Risk” as per product label categorizati…
Showing posts with label Terminology - Mutual Fund. Show all posts
Showing posts with label Terminology - Mutual Fund. Show all posts
Terminology - Mutual Fund - Arbitrage Mutual Fund ..
An arbitrage mutual fund
is an open - ended equity scheme that aims to generate capital appreciation &
income by predominantly investing in arbitrage opportunities in the cash &
derivatives segment (Future and options – F & O) of the equity market &
investin…
What is Arbitrage Mutual Funds?
by Mr. Brijesh Damodaran, Zeus WealthWays LLP The
last few weeks have seen a new buzz in the mutual fund (MF) space, with fund
houses promoting arbitrage funds & investors lapping it up. These funds
have always been in the investment basket, but never at the forefront as…
Consumption Mutual Funds Outperforming..
Consumption mutual
funds, which have been outperforming the broader indices over the last 5 years,
have increased exposure to companies s beyond the fast-moving consumer goods,
or / FMCG, sector. The portfolios of UTI Lifestyle, Birla Sun Life GenNext,
Birla Sun Life Buy In…
Multi Asset Mutual Funds
Terminology - Mutual Fund The
traditional types of multi asset funds are balanced funds & monthly income
funds, which invest only in 2 assets-equity and debt. The newer
ones offer exposure to more assets. So, in
India, to cash in on the rally in gold, a few mutual fund h…
Mutual Fund: Benefits of Dividend option..
The
key benefit of investing via the mutual fund (MF) dividend option is that it
can provide as a source of income which can help in planning expenses better.
Additionally, there is the incoem tax efficiency of returns. The
dividend option is beneficial for short-term debt f…
Mutual Fund: Dividend Distribution Tax..
At
the time of distributing a dividend, the mutual fund (MF) Asset Management
Company (AMC) is required to pay a dividend distribution tax (DDT). Therefore,
even though your AMC has declared a dividend of Rs. 10, you may receive a
smaller amount owing to the deduction of DD…
Terminology - Mutual Fund: Ex-date..
Mutual Fund: Ex-date..
The day after the record date is known as ex-date or / ex-dividend. On ex-date, the NAV (Net Asset Value) the scheme is adjusted according to the dividend declared.
If the NAV on the record date i.e., May 14 is Rs. 16, the price will fall by Rs. 2 (ex…
