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An open-ended mutual fund is a type of mutual fund that allows investors to buy and sell units on an ongoing basis, meaning there is no fixed maturity date. These funds are highly popular among investors because of their flexibility and liquidity. Here’s an overview of what makes open-ended mutual funds unique and why they might be a good fit for your investment portfolio.
What are the Main Features of Open-Ended Mutual Funds
An open-ended mutual fund is a type of mutual fund that allows investors to buy and sell units on an ongoing basis, meaning there is no fixed maturity date. These funds are highly popular among investors because of their flexibility and liquidity. Here’s an overview of what makes open-ended mutual funds unique and why they might be a good fit for your investment portfolio.
AUM, or Assets Under Management, is a key metric in the mutual fund industry that represents the total market value of all the assets a fund manages on behalf of its investors. In the context of mutual funds, AUM in mutual funds reflects the fund’s size, popularity, and the confidence investors have in the fund manager’s ability to deliver returns.
What is AUM in Mutual Funds?
AUM, or Assets Under Management, is a key metric in the mutual fund industry that represents the total market value of all the assets a fund manages on behalf of its investors. In the context of mutual funds, AUM in mutual funds reflects the fund’s size, popularity, and the confidence investors have in the fund manager’s ability to deliver returns.
A sinking fund is a strategic way to save money for future expenses by setting aside small amounts regularly. Unlike emergency funds, which are reserved for unexpected costs, sinking funds are meant for planned expenses like vacations, home repairs, or new gadgets. This approach helps you avoid debt by saving in advance, ensuring you have the necessary funds when the time comes.
Sinking Funds: A Smart Way to Save
A sinking fund is a strategic way to save money for future expenses by setting aside small amounts regularly. Unlike emergency funds, which are reserved for unexpected costs, sinking funds are meant for planned expenses like vacations, home repairs, or new gadgets. This approach helps you avoid debt by saving in advance, ensuring you have the necessary funds when the time comes.
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Cash Flow
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The Borrowers
Banks
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How to Invest in Mid-cap Funds?
Investing in mid-cap mutual funds can be a highly rewarding venture for investors looking to balance growth and risk in their portfolios. These funds typically invest in medium-sized companies, which possess significant growth potential while also offering less volatility compared to small-cap funds. Although relatively stable and offering impressive returns, investing in mid-cap mutual funds requires careful analysis and understanding. This article outlines how to invest in mid-cap mutual funds, focusing on Indian financial markets, the potential pros and cons, and a brief overview of balanced advantage funds like the Canara Robeco Balanced Advantage Fund.
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Compounding Interest
Mutual Funds Investing
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Investment Plan
Confirmation Letter
Financial Investment
Compound Interest
Primary Activities
Mutual Fund
Mutual Fund Dividends: What You Need to Know
Investing in mutual funds has become a popular choice for many individuals seeking financial growth and stability. Among the various investment options available, mutual funds offer a unique blend of diversification, professional management, and potential for returns. One aspect of mutual fund investing that often piques investor interest is the mutual fund dividend. This article delves into the intricacies of mutual fund dividends and provides vital information for investors.
Not many people know this, but the Income Tax Department of India has made provisions for citizens to invest in certain financial instruments and schemes that offer tax exemptions. This means that by prudently investing your income, you can significantly reduce the amount of tax payable on your gross annual income. And, the recent income tax return extended due date has given taxpayers more time to align their investments accordingly. Tax Saving, Mutual Funds, Income Tax Return, Financial Instrument, What Do You Mean, Accounting And Finance, Tax Return, Income Tax
Tax Saving
Mutual Funds
Income Tax Return
Financial Instrument
What Do You Mean
Accounting And Finance
Tax Return
Income Tax
How to Get the Most Out of Your Tax-Saving Funds
Not many people know this, but the Income Tax Department of India has made provisions for citizens to invest in certain financial instruments and schemes that offer tax exemptions. This means that by prudently investing your income, you can significantly reduce the amount of tax payable on your gross annual income. And, the recent income tax return extended due date has given taxpayers more time to align their investments accordingly.
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Filing Tips
Income Tax Return Filing
Tax Season
Tax Preparation
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Tax Free
STCG – Short Term Capital Gain Tax on Mutual Fund
Investing in Mutual funds has emerged as a popular and efficient choice for Indian investors. As per the data furnished by the Association of Mutual Funds in India (AMFI), the total Assets under Management (AUM) for the Indian mutual fund industry amounted to INR 31.43 lakh crores as of August 31, 2021. This staggering figure justifies the necessity for comprehending the tax implications related to our mutual fund investments. Among the various taxes levied on mutual fund investments, Short Term Capital Gains tax retains a prominent role. This tax is instituted on the profit yielded from the sale of mutual fund units held for a short duration.
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Diving Deep into Assets: What They Are and Why They Matter
In the world of finance, ‘assets’ is a term that is constantly thrown around, but what exactly does it mean? Simply put, assets represent resources that hold a certain economic value and can be converted into cash or generate income over time. This article will dive deep into what assets are, their importance, and the different types of assets available to individuals and organizations, like types of SIP plans.
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What are Non-Performing Assets (NPA) & How Do They Perform?
Non-Performing Assets, commonly known as NPA, are a term that banks and lending institutions don’t want to hear. NPA denotes loans or advances for which the principal or interest payment is not being made on time. If a borrower does not pay the dues for 90 days, the loan is considered as a Non-Performing Asset.
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Initial Public Offering
Investment Companies
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What Are The Benefits of NFO in Mutual Funds?
New Fund Offers (NFOs) are the first-time subscription offers for a new scheme launched by asset management companies (AMCs). It’s similar to an Initial Public Offering (IPO), where securities are offered to the public for the first time. As an investment option, NFOs in the mutual fund industry have been a topic of significant interest and speculation for investors.
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Systematic Investment Plan
Market Risk
Hr Management
Health Business
Money Today
Wealth Building
Financial Markets
Understanding Step-Up SIP: A Strategic Approach to Wealth Building
Step-Up SIP (Systematic Investment Plan) is a strategic investment approach that allows investors to gradually increase their SIP contributions over time. Unlike a regular SIP, where the investment amount remains constant, a Step-Up SIP gives investors the flexibility to raise their investment amount at predetermined intervals, usually in line with their income growth or financial goals.
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Financial Discipline
Financial Management
Made It
Government
The Consolidated Fund: A Pillar of Government Financial Management
The Consolidated Fund is a fundamental component of government financial systems, serving as the main account where all revenues, borrowings, and receipts are deposited and from which all government expenditures are made. It plays a crucial role in maintaining transparency, accountability, and financial discipline within the governmental structure.
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How to Calculate Returns on SIP Investment
Calculating returns on SIP investments is crucial to evaluate the performance of your investments. The most effective way to calculate these returns is by using the Extended Internal Rate of Return (XIRR), which accounts for multiple cash flows over different periods.
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Build Wealth
Benefits
The Right SIP Investment Procedure: How to Calculate Returns on SIP Investment
Systematic Investment Plans (SIPs) are a disciplined way to invest in mutual funds, allowing investors to build wealth gradually through regular, fixed contributions. However, to maximize the benefits of SIPs, it is crucial to follow the right investment procedure and understand how to calculate returns on SIP investments effectively.
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Power Of Compounding
Loss Aversion
Financial Calculators
Financial Plan
Savings Strategy
How to Calculate Returns for SIP Investment and Understand the SIP Interest Rate
Systematic Investment Plans (SIPs) are a popular method for investing in mutual funds. They allow investors to invest a fixed amount of money regularly, usually monthly, into a mutual fund.