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Latest revision as of 10:13, 20 February 2017
| Home | Personal Finance | Mutual Funds | Equity |
Contents
Introduction Topics
- Introduction to Mutual Funds
- Asset Management Company
- Securities and Exchange Board of India (SEBI) and Mutual Funds
- Association of Mutual Funds in India (AMFI)
- Mutual Fund Scheme - What are schemes? How to select a MF scheme?
- Mutual Fund Folio
- Mutual Fund Units
- Mutual Fund Manager
- New Fund Offer (NFO)
- Ongoing New Fund Offers (NFO)(List updated on Mar 2, 2017)
- Net Asset Value or NAV
- Know Your Customer / KYC
- FATCA and Mutual Funds
- Aadhar and Mutual Funds
- Assets Under Management (AUM)
- Mutual Fund Expenses
- Expense Ratio and Total Expense Ratio (TEP)
- Portfolio Turnover
- Exit Load
- Switch Transaction offered by Mutual Funds
- Systematic Investment Plan (SIP) and Compounding effect
- Systematic Transfer Plan (STP)
- Systematic Withdrawal Plan (SWP)
- SIP vs Lumpsum Investments
- Timing the market with Mutual Funds
- One Time Manadate in Mutual Funds
- Open-ended, Close-ended and Interval schemes
- DIRECT plan vs REGULAR plan
- GROWTH option vs DIVIDEND option
- Mutual Fund Distributor
- Commission in Mutual Funds
- Mutual Funds Overview - useful for Investment Advisers
Types of Mutual Fund Schemes
- Equity Mutual Funds
- Hybrid Funds (formerly called Balanced Funds)
- Index Funds
- Diversified Multicap Equity Funds
- Equity Linked Savings Schemes (ELSS)
- Equity Savings Mutual Funds
- Fixed Maturity Plan Funds or FMP
- Capital Protection-Oriented Funds
- Arbitrage Mutual Fund Schemes
- Exchange Traded Funds (ETF)
- International Mutual Fund Schemes
- Largecap Mutual Fund Schemes
- Large and Midcap Mutual Fund Schemes
- Midcap Mutual Fund Schemes
- Smallcap Mutual Fund Schemes
- Thematic and Sectoral Mutual Fund Schemes
- Focused Mutual Funds
- Value Oriented Mutual Funds
- Debt Mutual Funds
- Liquid Mutual Fund Schemes
- Ultra Short Duration Funds
- Ultra Short Term Mutual Fund Schemes (Old page, deprecated)
- Money Market Fund Schemes
- Short Duration Funds or Short Duration Debt Funds
- Short-term Debt Mutual Fund Schemes (Old page, deprecated)
- Dynamic Bond Funds
- Dynamic Asset Allocation Funds
- Monthly Income Plans
- Gilt Mutual Funds
Building and Investing
- How to select an Asset Management Company
- How to select a mutual fund scheme
- How to select a bond fund
- Building Mutual Fund Portfolio
- Using Excel to track investment performance
- How many Mutual Fund Schemes should I invest in?
Performance Tracking
- Understanding Mutual Fund Factsheet
- Evaluating of Mutual Fund Schemes
- Comparing Mutual Fund Schemes
- Mutual Fund performance measurement with CAGR
- Mutual Fund performance measurement with Standard Deviation
- Mutual Fund performance measurement with Sharpe Ratio
- Mutual Fund performance measurement with Beta
- Mutual Fund performance measurement with XIRR
- Mutual Fund Ratings
Mutual Fund Websites and Tools
- Mutual Fund Utilities (MFU)
- Starting a SIP with MFU
- List of Mutual Funds with MFU
- Using third-party websites for Mutual Fund investing
AMC specific discussions
- Mutual Fund Websites
- List of Mutual Funds serviced by CAMS
- List of Mutual Funds serviced by Karvy Mutual Fund Services
- Mutual Fund Website Review Checklist - What are the important features that investors expect from a MF website?
- Aditya Birla Sunlife Mutual Fund
- Axis Mutual Fund
- Baroda Pioneer Mutual Fund
- BNP Paribas Mutual Fund
- BOIAXA Mutual Fund
- Canara Robeco Mutual Fund
- DHFL Pramerica Mutual Fund
- DSP Mutual Fund
- Edelweiss Mutual Fund
- Essel Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HDFC Housing Opportunities Fund - Series 1
- HSBC Mutual Fund
- IDBI Mutual Fund
- IDFC Mutual Fund
- ICICI Prudential Mutual Fund
- Invesco Mutual Fund
- Indiabulls Mutual Fund
- JM Financial Mutual Fund
- L&T Mutual Fund
- Mahindra Mutual Fund
- Mirae Asset Mutual Fund
- Motilal Oswal Mutual Fund
- PPFAS Mutual Fund
- Reliance Mutual Fund
- Reliance Simply Save App
- Reliance ATM Card
- Tata Mutual Fund
- LIC Mutual Fund
- Kotak Mutual Fund
- Principal Mutual Fund
- SBI Mutual Fund
- Sundaram Mutual Fund
- Taurus Mutual Fund
- Quant Mutual Fund
- Quantum Mutual Fund
- UTI Mutual Fund
- Union Mutual Fund
Registrars
- Computer Age Management Services Pvt Ltd (CAMS)
- Karvy MFS
- Franklin Templeton
Goal-based Investing with Mutual Funds
- Building Corpus for buying a House using Mutual Funds
- Lifestage Planning with Mutual Funds
- Building a Child Education scheme using Mutual Funds
- Building Marriage Corpus using Mutual Funds
- Mutual Fund plan for a just retired person
- Retirement Planning with Mutual Funds
Some mutual fund investing experiments
- Doing a daily switch from debt to equity for short term gains
- Mutual fund equity investing using Index and market performance as the criteria