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CAPITAL MARKET

MUTUAL FUNDS

  • SYSTEMATIC WITHDRAWAL PLAN

    A systematic withdrawal plan (SWP) is a service provided by mutual funds to offer specific payment amounts to unit-holders at defined time intervals. These are designed keeping in mind the need for regular income or booking profits as required by investors. The primary benefit of a systematic withdrawal plan is in providing the investor with the money they need when they need it. Through this option you can redeem defined sums at a pre-defined frequency by giving a one-time instruction to the asset management company.

  • TAX ASPECTS OF MUTUAL FUNDS

    Equity Schemes

    Equity Schemes are schemes, which have less than 50 per cent investments in Equity shares of domestic companies.

    As far as Equity Schemes are concerned no Distribution Tax is payable on dividend. In the hands of the investors, dividend is tax-free.

  • CHOOSING A FUND

    Mutual fund is the best investment tool for the retail investor as it offers the twin benefits of good returns and safety as compared with other avenues such as bank deposits or stock investing. Having looked at the various types of mutual funds, one has to now go about selecting a fund suiting your requirements. Choose the wrong fund

  • ORGANIZATION OF A MUTUAL FUND

    Three key players namely sponsor, mutual funds trust and asset management company (AMC) are involved in setting up a mutual fund. They are assisted by other indepedent administrative entities like banks, registrars, transfer agents and custodians (depository participants).

  • TYPES OF MUTUAL FUNDS SCHEMES

    The objectives of mutual funds are to provide continuous liquidity and higher yields with high degree of safety to investors. Based on these objectives, different types of mutual fund schemes have evolved.

  • Benefits of Mutual Funds

    Benefits of mutual funds An investor can invest directly in individual securities or indirectly through financial intermediary. Globally, mutual funds have established themselves as the means of investment for the retail investor. 1. Professional Management: An average investor lacks the knowledge of

  • DEFINITION OF MUTUAL FUNDS

    The Securities and Exchange Board of India (Mutual Fund) Regulations, 1996 defines a mutual fund as a ‘a fund established in the form of a trust to raise money through the sale of units to the public or a section of the public under one or more schemes for investing in securities, including money market [...]

  • INTRODUCTION TO MUTUAL FUNDS

    Depending upon the risk profile, one should look at investing some part of the savings or earnings in the stock market. But direct investing puts a person at great risk. So, the next best alternative is going for ‘mutual fund’.
    One can define a Mutual Fund as a trust that pools in the savings and funds [...]