INVESTMENT Archive

Large Cap, Mid Cap and Small Cap –Features and Characteristics

Mid Cap, Small Cap, Large Cap, Market capitalization, AMFI, equity fund, Scheme, mutual fund, SEBI, revised, norm, characteristic ,
Mid Cap and Small Cap funds have been in news regularly for the past two years for their better returns over Large Cap funds, and the trend is slowly reversing. Recently, Securities and Exchange Board of India
21 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Hybrid Fund Scheme – Features and Characteristics

Conservative Hybrid Fund, Balanced Hybrid Fund, Aggressive Hybrid Fund, Equity Savings , Arbitrage Fund, Multi Asset Allocation, Dynamic Asset Allocation, Balanced Advantage, Hybrid Fund, Scheme, mutual fund, SEBI, revised, norm, characteristic
A Hybrid Mutual Fund scheme offers a proper mix of equity funds and debt funds for the investor, based on his risk appetite. It is mainly a mix of investment in equity and debt. Hybrid funds are
20 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Solution Oriented Mutual Fund Scheme- Features and Characteristics

Children’s Fund, Retirement Fund, Solution oriented Fund, Scheme, mutual fund, SEBI, revised, norm, characteristic ,lock-in, specific goal, education, retirement planning
A Solution Oriented Mutual Fund scheme focuses on supporting an investor to meet a long term goal. As per the revised norms issued by Securities and Exchange Board of India (SEBI), AMCs are permitted to offer schemes
20 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Debt Fund Scheme: Features and Characteristics

mutual fund, Debt Fund, revised, norm, characteristic, Scheme, SEBI, Overnight, low duration, gilt, floater, Banking and PSU Fund, Credit Risk Fund, Corporate Bond Fund, Dynamic Bond, short, medium, duration, income,fund
A debt fund is a Mutual Fund scheme with focus on steady, regular and risk free return. It is an ideal investment instrument for parking surplus funds for short term. The fund invests mainly in money market
28 May 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Equity Mutual Fund Scheme: Features and characteristics

Characteristic, norm, feature, Equity Mutual Fund, Scheme, SEBI, revised, norm, Multi Cap, large cap, small cap, sectoral, thematic, ELSS, focused, dividend yield, contra, value, mutual fund
An Equity Fund Scheme is a growth oriented mutual fund scheme that aims capital appreciation on long term. This scheme invests major portion of the investible fund in shares/stocks of companies identified by fund manager through research.
28 May 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

MF Schemes become  transparent following categorization and rationalization directive by SEBI

categorization, rationalization, mutual fund, MF, scheme, SEBI, directive,, , Mutual Fund Houses, equity, debt, hybrid, mid-cap, small cap, large cap
Mutual Fund houses are in the process of reviewing and revising the fundamental characteristics of various MF schemes. Some of the schemes are renamed, similar schemes are being merged and some are re-categorized. The process is undertaken
27 May 18 Author CategoryMutual Fund No Comment Read More

Basics of investing 

Investment , saving, share, equity, mutual fund, Investing, return, corpus, asset, goal, long term, compound effect, deposit, term, company,
Investing is an art. It is all about taking cautious risk to generate steady rewards. The basic principle of investment is that the asset selected should match the risk bearing capability of the investor. The investment should
3 May 18 Author CategoryInvestment Guide No Comment Read More

Bitcoin – Recent Trends 

Bitcoin, cryptocurrency, digital currency, cryptography, central bank, intrinsic value, speculation, correction
Bitcoin has been attracting headline for sometimes now. There have been advocates and opponents for the bitcoin. The value of bitcoin has seen both fast upward moves and dangerous downfall, in the recent past.    What is
12 Apr 18 Author CategoryDigital Banking Awareness, Other Investments No Comment Read More

Closed End and Open End Mutual Fund schemes

Closed end, open end, mutual fund scheme, NAV, stock exchange, unit
Mutual funds can be classified under two categories based on the method of investment options provided to investors. They are  a.    Closed End Funds and  b.    Open End Funds. A.    Closed End Mutual Fund scheme.  The features
11 Apr 18 Author CategoryMutual Fund No Comment Read More

DSP BlackRock Mutual Fund: Change in Fundamental Attributes of Schemes

DSP BlackRock Mutual Fund, fundamental changes, attributes, Scheme, Mutual fund, SEBI, Unit Holders, exit period, redemption, switch
DSP BlockRock Mutual Fund has decided to make certain changes in fundamental attributes of its various schemes. According to the fund, the changes have been made in tune with the directions issued by Securities and Exchange Board
13 Feb 18 Author CategoryMutual Fund No Comment Read More