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| Investors can opt several avenues to save tax |
| An effective tax planning can help the salaried individuals to save tax. They can resort to several avenues to lighten their tax burden, says Lokesh Nathany, National Head (Wealth Management & Portfolio Management Services), Almondz Global Securities. More... |
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| MFs are the best tool to mitigate your risk in the equity market’ |
| MFs are the best tool to mitigate your risk associated with investments in the equity market and at the same time enjoy the upside of equities, tells Mukul K Gupta, CEO, Birla Sun Life Mutual Fund to the investors. More... |
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| Sources of information on Mutual Fund industry |
| The investors must read the offer document of mutual fund (MF) schemes very carefully. They may also look into the past track record of performance of the scheme or other schemes of the same mutual fund.nvestors. More.. |
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| Investors must read offer document carefully |
| The investors must read the offer document of mutual fund (MF) schemes very carefully. They may also look into the past track record of performance of the scheme or other schemes of the same mutual fund.nvestors. More... |
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| Investors should choose MF scheme based on merit |
Investors should choose a scheme based on its merit considering performance track record of the mutual fund, service standards and professional management. More... |
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| MFs need to disclose full portfolio |
| The mutual funds are required to disclose full portfolios of all of their schemes on half-yearly basis which are published in the newspapers. Some mutual funds send the portfolios to their unit-holders. More... |
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| NAV reflects MF scheme-performance |
| The performance of a scheme is reflected in its net asset value (NAV) which is disclosed on daily basis in case of open-ended schemes and on weekly basis in case of close-ended schemes. The NAVs of mutual funds are required to be published in newspapers. .... More... |
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| MF can change nature of the scheme |
| The Mutual Funds (MFs) can change the nature of the scheme. However, no change in the nature or terms of the scheme, known as fundamental attributes of the scheme, can be carried out, unless .... More... |
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| Units need to be transferred within 30 days |
| According to SEBI regulations, transfer of units is required to be done within thirty days from the date of the lodgment of certificates with the mutual fund (MF). More... |
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| How to fill up application form of a mutual fund (MF) scheme? |
| An investor must mention clearly his name, address, number of units applied for and such other information as required in the application form. He must give his bank account number to avoid fraudulent encashment of any cheque or draft issued by the mutual fund at a later date for the purpose of dividend or repurchase. More... |
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| Various ways to invest in MFs |
Post offices and banks distribute the units of Mutual Funds. More... |
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| Assured return schemes assure a specific return |
| Assured return schemes are those schemes which assure a specific return to the unit-holders irrespective of the performance of the scheme. More... |
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| MF load needs to be in accordance with offer document |
| Each time one buys or sells units in the fund, a charge will be payable. This charge is used by the mutual fund for marketing and distribution expenses.
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What are the different types of mutual fund schemes ?
Scheme according to Investment Objectives:
A scheme can also be classified as growth scheme, income scheme, or balanced scheme considering its investment objective. Such schemes may be open-ended or close-ended schemes. Such schemes may be classified mainly as More... |
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What are the different types of mutual fund schemes?
A mutual fund scheme can be classified into open-ended scheme or close-ended scheme depending on its maturity period.
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What is Net Asset Value (NAV) of a scheme?
The performance of a particular scheme of a mutual fund is denoted by Net Asset Value (NAV).
Mutual Funds invest the money collected from the investors in securities markets. More... |
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The 'letters to the editor' can be sent at - feedback@personalfinancewindow.com . This news portal would also inform investors about the seminars and conferences whenever it would be organised by the www.personalfinacewindow.com . The seminars and conferences would focus on the various aspects of the personal finance.
--- PFW Bureau |
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