can an investor prefer for lower NAV scheme ,if there is same category of different mutual funds is available ?

What is the difference in investing IPO and mutual funds

How can an investor know about the investment of mutual fund scheme collected by the investors ?

How an investor can track the status of mutual funds scheme ?

How an investor get to know about the changes occur in mutual funds ?

Can a mutual fund change the terms of the scheme of offer document ?

In what time a unitholder receive dividend purchase ?

What information should an investor know about offer document ?

What is the process of filling an application form of mutual funds ?

How much an investor should invest in debt or equity oriented schemes ?

Can a person who is an NRI invest in mutual funds ?

What is the process to invest in mutual funds scheme ?

Is any one can adjust the asset allocation in mutual funds to reflect market trends ?

What does assure returns schemes means ?

Can a fresh load or increase the limit of load is allowed in mutual funds ?

What does Fund of Funds scheme means ?

What does tax saving scheme works ?

What does sector specific funds work ?

In what form mutual fund is set up?

What is the history of indian mutual funds and role of SEBI in mutual funds in India ?

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can an investor prefer for lower NAV scheme ,if there is same category of different mutual funds is available ?

Investors may prefer schemes with a lower NAV than those with a higher NAV. They may prefer a scheme that is issuing units at Rs. 10 while existing schemes within the same category can be purchased at higher NAVs. Please …

What is the difference in investing IPO and mutual funds

Yes, there is a distinction. The issue price of companies' IPOs may be lower or higher depending on investor perceptions and market sentiment. The par value of mutual funds may not increase or decrease immediately after allotment. It takes time …

How can an investor know about the investment of mutual fund scheme collected by the investors ?

Mutual funds must publish the full portfolios of all their schemes every half-yearly in newspapers. Some mutual funds send their portfolios to unitholders. This portfolio displays the investment in each security, like government securities , equity, money market instruments, etc. …

How an investor can track the status of mutual funds scheme ?

A scheme's performance is measured by its net asset value (NAV). This is published on a daily basis for open-ended schemes, and weekly for close-ended schemes. Newspapers must publish the mutual fund NAVs. You can also access the NAVs on …

How an investor get to know about the changes occur in mutual funds ?

A mutual fund may experience changes from time-to-time. Any material changes in mutual funds must be notified to unitholders. Many mutual funds also send out quarterly newsletters to investors. Presently, offer documents must be updated and revised at least once …

Can a mutual fund change the terms of the scheme of offer document ?

Yes. There is no change to the terms or nature of the scheme. These are known as the fundamental attributes of the scheme. structure, investment pattern, etc. No communication can be sent to unitholders and an advertisement in the English …

In what time a unitholder receive dividend purchase ?

The mutual fund must send the dividend warrants to unitholders within 30 days after the declaration of dividends and the redemption/repurchase proceeds within 10 days after the date of redemption/repurchase request by the unitholder. In case of failures to despatch …

What information should an investor know about offer document ?

A mutual fund will need to provide an abridged offer letter, which contains very valuable information, to prospective investors. The offer document also includes the subscription form. SEBI has set minimum disclosures in the offer documents. Before investing in any …

What is the process of filling an application form of mutual funds ?

Investors must clearly mention their name, address, number applied for units, and any other information required by the application form. To avoid fraudulent encashment or withdrawal of cheques/drafts issued by mutual funds at a later time for dividend or repurchase …

How much an investor should invest in debt or equity oriented schemes ?

Investors should evaluate their risk-taking ability, financial situation, and age. The schemes can invest in different types of securities, as described in the offer documents. They offer different returns and risk. Before making any investment decisions, investors may consult financial …

Can a person who is an NRI invest in mutual funds ?

Non-resident Indians are also allowed to invest in mutual funds. The offer documents for the schemes contain all the necessary details.

What is the process to invest in mutual funds scheme ?

Mutual funds usually have an advertisement in the local newspapers announcing the launch date. For information and forms, investors can contact distributors and agents of mutual funds located all across the country. Agents and distributors that offer such services can …

Is any one can adjust the asset allocation in mutual funds to reflect market trends ?

Any prudent fund manager can adjust the asset allocation to reflect market trends. He can choose to invest a higher or lower proportion of the fund in equity and debt instruments than what was disclosed in the offer documents. You …

What does assure returns schemes means ?

Assured returns schemes are schemes that guarantee a certain return to unitholders regardless of performance. A scheme cannot guarantee returns unless it is fully guaranteed by its sponsor or AMC. This information is needed in the offer document. The offer …

Can a fresh load or increase the limit of load is allowed in mutual funds ?

The load that mutual funds can increase is not allowed to exceed the amount stated in the offer document. Any load change will only be effective for prospective investments, and not the original investments. If new loads are imposed or …

What does Fund of Funds scheme means ?

FoF schemes are schemes that invest primarily in the same mutual fund scheme or another mutual fund scheme. FoF schemes allow investors to diversify more by investing in one scheme. It spreads risk across a wider universe.

What does tax saving scheme works ?

These schemes offer tax discounts to investors in accordance with specific provisions of Income Tax Act, 1961. This is because the government offers tax incentives to invest in certain avenues. For example. Equity Linked Savings Programs (ELSS). These mutual funds …

What does sector specific funds work ?

These funds/schemes invest only in securities from the specified industries or sectors as stated in the offer documents. E.g. Software, Pharmaceuticals, Software and Fast Moving Consumer Goods, (FMCG), Oil stocks, etc. These funds' returns are affected by the performance of …

In what form mutual fund is set up?

A trust is used to establish a mutual fund. It has trustees, sponsors, AMCs and custodians. A sponsor, or multiple sponsors, who are similar to the promoter of a company, establishes the trust. The mutual fund's trustees hold the property …

What is the history of indian mutual funds and role of SEBI in mutual funds in India ?

Unit Trust of India was India's first mutual funds established in 1963. In the early 1990s, government allowed public sector banks and institutions the establishment of mutual funds. In 1992, Securities and Exchange Board of India was established. There are …

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