Mutual Fund Blogs

One of the most common questions when investing in mutual funds is about Net Asset Value (NAV).  Since the stock market fluctuates daily, the NAV of a mutual fund also changes. Many investors assume that a mutual fund with a low NAV mutual fund is a better deal, while others think a highest NAV mutual …

Investing is one of the best ways to grow wealth over time and there are two common approaches: Systematic Investment Plans (SIPs), where you invest small amounts regularly and lumpsum investment, where you invest a large amount at once. A lumpsum investment can be beneficial if you have surplus funds and want to take advantage …

Investors regularly utilise the compound annual growth rate (CAGR) term during mutual fund investment decisions. Early investors and those interested in mutual fund knowledge need to understand what is CAGR in mutual funds and its role in investment choice. Let’s break it down. How Is CAGR Calculated and Its Role in Mutual Fund Growth The …

If you’ve ever invested in mutual funds, you’ve probably come across terms like CAGR, absolute returns and XIRR. While CAGR works well for lump sum investments, things get trickier when you invest through SIPs or make multiple withdrawals. That’s where XIRR (Extended Internal Rate of Return) comes in! Read on to understand XIRR meaning in …

Investing in mutual funds? Then you’ve probably come across the term absolute returns at some point. But what exactly is absolute returns meaning and how does it impact your investments?   Read on to understand what is absolute return in mutual funds and other important facts.   ​​​Understanding Absolute Returns in Mutual Funds  ​​​Absolute return refers to …

If you’re looking to invest in mutual funds, you’ve probably come across the term NFO. But what exactly is NFO’s full form and should you invest in one?   Read on to learn about NFOs in mutual funds and more.   What is NFO in Mutual Funds?  ​​​A New Fund Offer (NFO) is when an asset management …

Investing in mutual funds? Smart choice! But do you know the cost of managing the investment? That’s where the Total Expense Ratio (TER) helps. Understanding what is TER in mutual funds can help you make smarter investment choices. Let’s break it down step by step. Read on to know the meaning of total expense ratio …

Starting your investment journey can be exciting but it’s natural to have questions along the way. There’s so much to understand in financial terms. One of them is ‘YTD’ or Year-to-Date. You’ll see this a lot when looking at mutual fund returns. Whether you’re just starting your investment journey or have been investing for years, …

Investing in mutual funds is a great way to grow your wealth over time. But sometimes, investors may need to withdraw money from their mutual fund investments to meet regular income needs. This is where a SWP comes in handy.  For those unfamiliar with the term, SWP stands for Systematic Withdrawal Plan. Whether you’re looking …

Mutual funds have emerged as one of the most popular investment options for investors in India. With the right mutual fund investment, investors can steadily grow their wealth. One of the ways mutual funds generate returns is through dividends. Understanding the relationship between mutual funds and dividends is important. Especially for investors seeking regular income …