Each type of investment scheme has its own risk, investment objective, expenses as well as fund management styles. While some people may prefer to buy the stocks of their preferred companies, others may prefer to trust experienced fund managers for the same. Thus, the popularity...

What is KYC? KYC stands for Know Your Customer, a process involving identifying and verification of customers by a bank or any financial institution. It is a mandatory process as per the RBI norms to have their customers KYC process completed before allowing them to...

What are Exchange Traded Funds? Exchange Traded Funds, or ETFs, are one of the several options available to investors in our investment universe. They are structured like a fund and help invest across several asset classes. In the Indian context, equity ETFs are in prime...

An ideal investment is the one that offers you a way out if you are not satisfied with it. A mutual fund is one such instrument that offers a well-defined exit policy, and the decision is left to the investor. In this blog, we shall...

Small-cap funds are one of the types of mutual fund. The Cap stands for market capitalization, meaning the total market share of any publicly traded companies. So, market share is determined when the total number of outstanding shares are multiplied into market price per share (eg....

What are large-cap funds? Large-cap equity funds are a type of equity mutual fund that invests a significant portion of its corpus in companies with large market capitalization. Large-cap companies are well-established companies with a proven track record, stable profitability, strong corporate governance and good...

What are mutual fund units? Mutual fund schemes are pools of investment collected from volunteering investors who are keen on partaking in the growing financial market of a country which may have the potential to provide superlative returns. These instruments are the easiest way to...

A risk is a calculated uncertainty that every asset possesses. Liquidity risk is one such uncertainty introduced by the securities market for investment. When an investor acquires an asset, they expect that the investment will mature (as with a bond) or that it will be...

The world of mutual funds is filled with terminology. In order to wade through these waters, an investor needs to be aware of them regardless of whether they make their investments on their own or via a financial advisor or distributor. Let’s take a look...

At Orowealth, we have shortlisted top 3 ELSS funds to invest for 2019-20. These ELSS funds will help in your tax planning for the coming fiscal year. Investing in these funds will give you tax benefit under Section 80C of the Income Tax Act. These...

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