Introduction to Balanced Funds Balanced funds are mutual funds which provide exposure to both equity and fixed income classes, or bonds, in a sizable measure. They get their name from the ‘balance’ that they try to strike between the two aforementioned asset classes. While equity mutual funds...

Mutual Funds Expense Ratio 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 fund manager may...

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 is a SIP? SIP or Systematic Investment Plan is a popular investment strategy where you can invest a preset amount of money at regular intervals. SIP plans are one of the easiest and smartest ways to invest in mutual funds. Best SIP plans help you create...

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...