Balanced advantage funds have attracted interest from new investors due to their dynamic management of equity and debt exposure. These fund...

Arbitrage funds are taxed like equity mutual funds. This means they qualify for long term capital gains tax of 12.5% if investments are hel...

As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volat...

If you are new to value investing, you should acquaint yourself with this style of investing and its merits and demerits. A value investor ...

Focused mutual funds have a concentrated portfolio. That means that the fund manager will choose stocks based on his or her conviction and ...

Flexi cap mutual funds have the freedom to invest anywhere depending on the view of the fund manager. For example, he or she might invest m...

The timing of investments and withdrawals can change investment returns. IRR helps measure that impact. Suppose two investors put the same ...

Tax saving mutual funds or ELSSs invest in stocks. Therefore, they have a very high risk. You should be aware of this aspect, especially if...

The 35% mandatory investments in mid cap stocks make them risky. However, they are less risky than pure mid cap schemes that invest around ...

According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. Thes...

As per Sebi norms, the mid cap mutual funds are mandated to invest in companies that are between 101 and 250 in the market capitalisation. ...

According to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large compa...

An online search would mostly take you to some websites with ready-made lists. Most often, the schemes may be shortlisted on the basis of t...

ETMutualFunds'best mutual fund SIP portfolios are meant for three different individual risk profiles: conservative, moderate and aggressive...

If you are planning to invest for three to five years, but don’t want to take a call on interest rates, you can bet on dynamic bond funds. ...

As per Sebi mandate, medium duration funds must invest in debt and money market instruments with Macaulay duration of three to four years. ...

According to the Sebi mandate, short duration funds can invest in debt instruments which have maturity between one and three years. That me...