#Mutual Fund


 

Dividend vs. Systematic Withdrawal: Which mutual fund option is best for regular income?

Mutual fund schemes have two options while investing – Growth Plan and Income Distribution Capital Withdrawal (IDCW) erstwhile known as Dividend Plan. Usually, investments in mutual funds are made for long-term wealth creation. However, there are times when investments in Mutual Funds are made from the perspective of regular income. In that case, two options […]

Co-founder, The Financialist (SEBI RIA)
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14 Sep 2024
 

Do more mutual fund units translate to higher returns? 

Recently, a Zerodha Varsity reader came up with an interesting question about direct vs. regular mutual funds. He understands that the return on a direct fund is higher, so buying a direct fund makes sense. But he also feels that one can accumulate more mutual fund units in a regular fund, given that the NAV […]

Personal Finance, Varsity
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11 Jun 2024
 

What’s the PRC Matrix of Debt Funds?

Debt funds are usually considered to carry lesser risk than equity funds. In fact, many believe that funds cannot give negative returns simply because they invest in debt instruments. However, interest rate risk, liquidity risk, and credit risk are all real risks carried by debt funds. The presence of risk indicates the possibility of a […]

Content, Zerodha Varsity
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18 May 2024
 

What is the best SIP frequency for investing in mutual funds?

Unless you live under a rock, you would have probably heard the term – SIP (systematic investment plan) – in mutual funds. Using SIPs, one can conveniently invest a fixed amount in mutual funds periodically, usually monthly. Unlike lump-sum investments, where a large amount of money is invested at once, SIPs involve spreading the investment […]

Personal Finance, Varsity
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09 Mar 2024
 

Know your fund manager: Rajeev Thakkar of PPFAS Mutual Fund

How well do you know the fund managers you invest with? Beyond the statistics and performance charts lies a deeper understanding that can help you make informed decisions: their core investment philosophies and personal beliefs. This is the heart of our Know Your Fund Manager series, where we delve into the minds of the individuals […]

Personal Finance, Varsity
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12 Feb 2024