Types of Equity Mutual Funds - FinVise India



Equity Mutual Funds can be mainly classified under two categories:
(1) According to Market Cap Mix
(2) According to Investment Style
# According to Market Cap Mix
- Large Cap Funds
- Mid-Cap Funds
- Small Cap Funds
- Large & Mid-Cap Funds
- Multi-Cap Funds
# According to Investment Style
- Dividend Yield Funds
- Value Funds
- Focused Funds
- Sectoral & Thematic Funds
- ELSS (Equity Linked Savings Scheme)
For more details visit:
#financialplanning #financialliteracy #financialfreedom #financialindependence #finviseindia #fvindia #money #investment #mutualfunds




Location: India

Comments

Post a Comment

Popular posts from this blog

"Top 5 takeaways from BUDGET 2019" by FinVise India

Image
Finance Minister Nirmala Sitharaman presented her first Union Budget and also the first of the Narendra Modi 2.0 government. Here are 5 key takeaways from Budget 2019: 1) Towards a $5 trillion economy Finance Minister Nirmala Sitharaman opened her speech with a target of making India a 5-trillion-dollar economy. She said that the goal was “imminently achievable" in the next few years. She said India took 50 years to become a $1 trillion economy. The Indian economy was at $1.85 trillion five years back, she added. "We have now reached the $2.7-trillion-mark and would become a $3 trillion economy in the current year," she said. 2) PAN card, Aadhaar interchangeable for filing income tax returns (ITR) Finance Minister Nirmala Sitharaman announced the decision to make PAN and Aadhaar cards interchangeable soon. PAN and Aadhaar have been made interchangeable, allowing those who do not have PAN to file income tax returns (ITR). This means that taxpayers will need either a
Read more

Should you continue to invest in debt funds after the tax change?

Image
  Mutual fund investors may have been unpleasantly surprised by a recent tax change for non-equity funds. The Finance Bill amendment, effective as of April 1, 2023, states that all capital gains in non-equity funds, regardless of their length, will be taxed based on the investor's income tax rate. Previously, long-term capital gains in debt funds held for 36 months or longer were taxed at a rate of 20% after factoring in indexation benefits. However, starting on April 1, 2023, all capital gains in debt funds will be included in the investor's income and taxed at their marginal tax rate, which is determined by their income tax slab. The recent tax change by the Finance Minister has eliminated the long-term capital gains (LTCG) tax benefit for debt funds, making their taxation equivalent to that of bank fixed deposits and some government small savings schemes. With this change, some investors are questioning the value of investing in debt funds, as they no longer have a tax advan
Read more

Minimum duration for which you should run your Mutual Fund SIP???

Image
Four Year SIPs don't disappoint, interesting facts about SIPs: # 3.67 Lakh SIP A/c running from 1992 to 2017 across 217 schemes. # SIP for just a year suffered losses in as many as 22.5% cases from the year 1992 to 2017 # 2 years SIP suffered losses in as many as 16.2% cases from the year 1992 to 2017 # 3 years SIP suffered losses in as many as 9.8% cases from the year 1992 to 2017 # 4 years SIP suffered losses in as many as 6% cases from the year 1992 to 2017 # Bear Markets in India have lasted for 12 - 24 months. # 5 Year SIP appeared ideal in terms of risk-reward ratio # Over the last 25 Years, a 5 years SIP has managed returns of 15% per annum. For more details on Mutual Funds, Financial Planning & Personal Finance contact us at : Phone No. 9582250638 Email id: contact@finviseindia.com Visit our website: www.finviseindia.com
Read more