What is SIP? SIP or a Systematic Investment Plan is a tool or an arrangement that helps you to invest a pre-determined amount at regular intervals. Usually, these intervals are monthly and have a pre-set date but the intervals can also be weekly/quarterly/semi-annually or annual basis. SIP...
Off late with the rising focus on mutual funds, diversification has become one of the most used words among the investor’s community. In this blog, we, at Orowealth, seek to unfold what is diversification and how diversification in a fund helps reduce the risk associated...
If you are a regular investor or thinking of investing in mutual funds, it is important to gain information about how mutual funds work. During the research, you must have come across the term called 'expense ratio' or your financial advisor may have informed you...
Even before we read through the various types of mutual funds, let us understand what Mutual funds are. Mutual funds primarily consist of a corpus of money which has been pooled in by some investors. This money is further invested in a variety of asset classes...
What are Equity Funds? An equity fund is a form of mutual fund investment that mainly invests in equities or stocks. Equity funds are also known as stock funds. Equity means ownership in businesses or firms (privately or publicly traded). These funds can be traded either...
Any Mutual Fund scheme offered by the Asset Management Companies (AMCs) has two variants – a direct Mutual Fund scheme and a regular Mutual Fund scheme. Both the variants offer the same portfolio composition and the Assets Under Management (AUM) are also identical. Moreover, they...
What are Mutual Funds? A mutual fund is an indirect way of investing in equities, bonds, money market instruments, and other financial assets. It is like a group buying program for securities, where a large number of investors deposit money in a collective pool to be...
Investing in a mutual fund (MF) is not intuitive. Like other investment programmes, investing in an MF also requires research while returns are subject to market risks. But, MF’s give you a significant advantage of owning diversified holdings at reduced costs when compared to directly...
Equity and mutual fund markets have captured the imagination of investors for decades. No expert can claim to have mastered the art of investing. But seasoned investors swear by patience and observation. If you are a new investor, it is easy to get swayed by...
In the previous edition, we discussed how an investor can generate Consolidated Account Statement (CAS) from any of the registrar’s website. In this edition, we seek to discuss how you could get your investments analyzed by market experts which bring over five decades of collective...