Sentences with phrase «fund scheme»

A «good mutual fund scheme» is one that consistently manages to outperform the Category it belongs to and also its Benchmark.

Before engaging with the SIP or with any other mutual fund house or fund scheme.

Kotak Gold Fund of Fund is an open ended fund of fund scheme.

You can invest a fixed amount of money (varies from fund house to fund house, but generally starts from $ 500 for monthly plan and $ 1500 for quarterly plan) in a mutual fund scheme of your choice on a regular interval (monthly or quarterly) and build your investment portfolio.

That's it, your money will start getting auto debited from your bank account and invested in your mutual fund scheme.

It is advisable to invest your money with multiple SIPs to the different mutual fund scheme.

For starting a SIP in your desired mutual fund scheme, firstly you have to decide the fixed amount that you want to invest periodically.

SIP mode will automatically debit your investment money and sends to the chose mutual fund scheme without your intervention.

If you have been a long - term investor for quite some time and now you're looking to redeem your profits, you switch your capital from your equity mutual fund scheme to a high on AUM liquid scheme from your AMC.

If any investor wants to know about any scheme in detail, then Investica gives a detailed insight on each mutual fund scheme in the market and rates it through «Choice's Ratings».

Kindly read: How to select the right mutual fund scheme based on Risk ratio?

Kindly read: How to select the right mutual fund scheme?

Kindly read: How to compare & select the right mutual fund scheme?

HDFC Mutual Fund has a large cap fund scheme called HDFC Large Cap Fund.

Each mutual fund scheme comes in two variants, one is Regular, the other is Direct.

Read: How to select the right mutual fund scheme based on risk ratios?

In the race to get higher returns, it could be disastrous if you invest in a wrong Direct mutual fund scheme and make say 10 % lower returns than its fund category.

How to compare and select the right mutual fund scheme based on risk ratios?

Dear Keerthi, Regarding MF SIPs, you may go through below articles; How to select the right mutual fund scheme?

A direct mutual fund scheme wherein you get higher returns for your investments.

Kindly read: How to select the right and best mutual fund scheme based on risk ratios?

If you take the same example for regular Vs direct then the returns are even better than a regular plan of a mutual fund scheme.

As stated above, no entry load can be charged for any mutual fund scheme.

For example, if the market value of securities of a mutual fund scheme is INR 200 lakh and the mutual fund has issued 10 lakh units of INR 10 each to the investors, then the NAV per unit of the fund is INR 20 (i.e. 200 lakh / 10 lakh).

What this leads to is good, old - fashioned common - sense: you end up buying more of a mutual fund scheme when the price is low, and buying less of the same mutual fund scheme when the price is high.

A SIP is a practice of investing a consistent rupee amount in the same mutual fund scheme at regular intervals (say each month) over a set period of time.

A mutual fund scheme can be classified into open - ended scheme or close - ended scheme depending on its maturity period.

SEBI has mandated that no entry load can be charged for any mutual fund scheme in India.

This transaction charge can be levied only if a distributor has opted in to levy transaction charge for that type of mutual fund scheme.

Coming back to our problem whether you should invest in your shortlisted mutual fund scheme or not, here's the checklist for you.

ELSS is diversified equity mutual fund scheme which invests in equity and equity - related products.

The intent is to help investors understand mutual fund scheme offerings better and hence make the correct choice.

So if you read this article carefully then you understand the difference in growth option, dividend reinvestment option and dividend payout option in any mutual fund scheme.

R — Squared = (covariance between benchmark and mutual fund scheme / (Standard deviation of mutual fund scheme * standard deviation of benchmark)-RRB- 2

Entry load is a small fee that is collected by mutual fund house from the investor when the investor joins a mutual fund scheme.

This mutual fund scheme offers two plans — Growth & Dividend pay - out options.

An investor puts in money in a mutual fund scheme in exchange for units.

I am new to mutual fund scheme.

In this article, we will discuss about these requirements and the process of investing in a mutual fund scheme.

How to select the best mutual fund scheme?

How to compare & select best mutual fund scheme based on Risk ratios?

How to select best mutual fund scheme?

Dear Giri, Portfolio looks fine In case if you want to compare returns & risk factors between kotak Vs SBI funds, read this article: How to select the right mutual fund scheme based on the Risk ratios?

Below info - graph gives us an idea about ideal ratio / percentage that can be considered while selecting a mutual fund scheme;

It is a challenging task for any investor to identify and invest in best mutual funds.A «good mutual fund scheme» is the one that Continue Reading...

«How to select right mutual fund scheme based on measures of Volatility?

More than 50 years have gone by since UTI (Unit Trust of India) introduced their first mutual fund scheme in 1964.

Dear KK... Check out on Valuereasearchonline for any equity mutual fund scheme, under «Snapshot» option and then under «Portfolio Aggregates».

How to select best mutual fund scheme based on the risk ratios?

Read: How to select the right mutual fund scheme?