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Mutual Fund Planning

Mutual funds are a type of certified managed combined investment schemes that gathers money from many investors to buy securities. There is no such accurate definition of mutual funds, however the term is most commonly used for collective investment schemes that are regulated and available to the general public and open-ended in nature. Hedge funds are not considered as any type of mutual funds.

Mutual funds are identified by their principal investments. They are the 4th largest category of funds that are also known as money market funds, bond or fixed income funds, stock or equity funds and hybrid funds. Funds are also categorized as index based or actively managed.

In a mutual fund, investors pay the funds expenditure. There is some element of doubt in these expenses. A single mutual fund may give investors a choice of various combinations of these expenses by offering various different types of share combinations.

The fund manager is also known as the fund sponsor or fund management company. The buying and selling of the funds investments in accordance with the funds investment is the objective. A fund manager has to be a registered investment advisor. The same fund manager manages the funds and has the same brand name which is also known as a fund family or fund complex.

As long as mutual comply with requirements that are established in the internal revenue code, they will not be taxed on their income. Clearly, they must expand their investments, limit the ownership of voting securities, disperse most of their income to their investors annually and earn most of their income by investing in securities and currencies.

Mutual funds can pass taxable income to their investors every year. The type of income that they earn remains unchanged as it gets transferred to the shareholders. For e.g., mutual fund distributors of dividend income are described as dividend income by the investor. There is an exception: net losses that are incurred by a mutual fund are not distributed or passed through fund investors.

Mutual funds invest in various kinds of securities. The various types of securities that a particular fund may invest in are mentioned in the funds prospectus, which explain the funds investments objective, its approach and the permitted investments. The objective of the investment describes the kind of income that the fund is looking for. For e.g., a "capital appreciation" fund generally looks to earn most of its returns from the increase in prices of the securities it holds rather than from a dividend or the interest income. The approach of the investment describes the criteria that the fund manager may have used to select the investments for the fund.


All time high inflows suggest that the third wave has not dampened investors’ enthusiasm for equity mutual funds
Tue, 11 Jan 2022 11:58:58 +0530


All time high inflows suggest that the third wave has not dampened investors’ enthusiasm for equity mutual funds
Tue, 11 Jan 2022 11:58:58 +0530


The dip in the valuation of the AMC stocks is in contrast to the favourable industry trends and presents an investment opportunity
Mon, 27 Dec 2021 10:46:13 +0530


AGS Transact clocked lower profit of Rs 54.79 crore in FY21, down from Rs 83.01 crore a year back, and its revenue declined marginally to Rs 1,758.94 crore from Rs 1,800.44 crore
Mon, 17 Jan 2022 14:41:25 +0530


AGS Transact clocked lower profit of Rs 54.79 crore in FY21, down from Rs 83.01 crore a year back, and its revenue declined marginally to Rs 1,758.94 crore from Rs 1,800.44 crore
Mon, 17 Jan 2022 14:41:25 +0530


AGS Transact clocked lower profit of Rs 54.79 crore in FY21, down from Rs 83.01 crore a year back, and its revenue declined marginally to Rs 1,758.94 crore from Rs 1,800.44 crore
Mon, 17 Jan 2022 14:41:25 +0530


AGS Transact Tech IPO | The issue will entirely be an offer for sale wherein promoter Ravi B Goyal will sell shares worth up to Rs 677.58 crore
Thu, 13 Jan 2022 13:20:03 +0530


Over 23.5 million shares of the manufacturer of active pharmaceutical ingredients changed hands on the NSE
Tue, 28 Dec 2021 17:41:44 +0530


Supriya Lifescience IPO: The stock saw a strong debut today, backed by solid subscription numbers, and healthy financials with robust return ratios.
Tue, 28 Dec 2021 10:00:05 +0530


HP Adhesives traded with volumes of 7.31 lakh equity shares on the NSE, and 1.95 lakh shares on the BSE
Mon, 27 Dec 2021 17:30:13 +0530


HP Adhesives | The company mopped up Rs 126 crore through its maiden public offer that saw strong demand from investors
Mon, 27 Dec 2021 10:00:35 +0530


Data Patterns IPO |It is the third company in the field of defence equipment to get listed on the bourses in 2021, after MTAR Technologies in September and Paras Defence Space Technologies in March.
Fri, 24 Dec 2021 17:03:34 +0530


Data Patterns IPO | Healthy financials with sound orderbook, huge growth potential amid Make in India opportunity boosted investors#39; sentiment.
Fri, 24 Dec 2021 10:00:05 +0530


Medplus Health Services traded with volume of 1.84 crore equity shares on the NSE, and 11.99 lakh equity shares on the BSE
Thu, 23 Dec 2021 17:23:59 +0530


The stock opened at Rs 1,015 on the BSE, and at Rs 1,040 on the National Stock Exchange, higher than the issue price of Rs 796 per share
Thu, 23 Dec 2021 13:02:08 +0530


CMS Info Systems IPO | The IPO of leading cash management company has managed to get good response especially from retail and qualified institutional investors on its last day of subscription.
Thu, 23 Dec 2021 10:23:12 +0530


Medplus Health Services IPO | The pharmacy retailer has mobilised Rs 1,398 crore from its public issue, which includes a fresh issue of Rs 600 crore that will be used for working capital requirements of its subsidiary Optival Health Solutions.
Thu, 23 Dec 2021 10:00:31 +0530


Medplus Health Services IPO | The pharmacy retailer has mobilised Rs 1,398 crore from its public issue, which includes a fresh issue of Rs 600 crore that will be used for working capital requirements of its subsidiary Optival Health Solutions.
Thu, 23 Dec 2021 10:00:31 +0530

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