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Types of Index Funds

 Broad Market Index Funds A Broad Market Index Fund tries to replicate a large segment of the investible stock market. For instance, an Index Fund tracking the NIFTY 500 index is a Broad Market Index Fund because it gives investors exposure to stocks across different sectors and market caps. One such example is the Motilal Oswal NIFTY 500 Fund. Another example is the Navi Total Market Index Fund which will give investors exposure to 750 stocks across large-cap, mid-cap, small-cap, and even micro-cap companies. Globally also there are multiple Index Funds. In fact, a good chunk of investment in Index Funds in the US goes into their broad market funds like the Wilshire 5000 Total Market Index Fund, the Russell 3000 ETF, and the Vanguard Total Stock Market Index Fund. To sum up, Broad Market Index Funds simply look to capture the total performance of the stock market. And therefore, they are an excellent investment option for long-term investors. Nonetheless, if you invest in a Broad ...
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Shriram Multi Sector Rotation Fund

 Shriram Multi Sector Rotation Fund   ๐Ÿ’กSector rotation is an investment strategy that involves shifting investments between different sectors of the economy based on their performance during various occasion or the business cycle. The goal is to maximize returns by investing in sectors that are expected to perform well at specific times, and moving out of sectors that may underperform. Trending sectors are selected using a Quantamental approach ๐Ÿ—“ NFO Period: 18th November – 2nd December, 2024 โ„น️Key Information: ๐Ÿ”ธFocused exposure to 3-6 trending sectors in one fund. ๐Ÿ”ธRotates across sectors based on earnings trends to manage risks. ๐Ÿ”ธTax-efficient management with no capital gains tax on portfolio rebalancing.  For further details, please visit: https://bit.ly/3BPl87D ⚖️This product is suitable for investors who are seeking: ๐Ÿ”ธCapital appreciation over medium to long term in an actively managed portfolio of equity & equity related instruments of specific identif...
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Mirae Asset Nifty Total Market Index Fund

 Na tera, Na mera, Pesh hai Mirae Asset Nifty Total Market Index Fund. Har market cap segment ke coverage ke saath, yeh fund aapki investments ko diversify karne ka ek simple tareeka hai. Aaj hi invest karein. Mirae Asset Nifty Total Market Index Fund, Growth Regular Plan   An open-ended scheme replicating/tracking the Nifty Total Market Total Return Index, which offers exposure to 750 companies across various market cap segments. ๐Ÿ’ณMinimum initial investment is Rs 5,000, with subsequent investments in multiples of Re 1. ๐Ÿ’กThe Nifty Total Market Index provides a comprehensive representation of the Indian equity market, offering exposure to large, mid, small, and micro-cap segments. This diversified approach may help investors capture growth opportunities across the evolving landscape of the Indian equity market. The scheme is suitable for investors seeking returns that align with the performance of the Nifty Total Market Total Return Index, subject to tracking error over the l...
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Debt Funds

What are Debt Funds & Types of Debt Funds. If you are new to the world of investing and looking for options, it is better that you take some time out and first identify the primary purpose of your investment. That’s because the financial industry is swamped with the end number of investment products, catering to the needs of almost every individual. Thus, having a realistic goal be it short term / long term, might help an investor in choosing an investment that may hold the potential to support their investment objective. Understanding one’s risk tolerance is equally essential because the schemes available in the market vary according to the amount of risk they carry. Although it is true that no investment is considered to be risk free investment, you might be able to decide at least whether you want to settle with nontraditional investment methods or opt for a more aggressive approach through investments like mutual funds. What are mutual funds? Securities and Exchange Board of In...
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NAV in Mutual Funds

 Understanding NAV is crucial for any mutual fund investor as it helps in assessing the value of their investment and making informed decisions. NAV is typically calculated at the end of each business day after the market closes. This daily calculation provides a snapshot of the fund’s value, which fluctuates based on the performance of your investment assets. Now let us understand the concept first and then simplify it! What is NAV in Mutual Funds? This is the question you may have avoided many times as you must have thought that is not something you have a control. NAV represents the per-unit price of a mutual fund. It is calculated by subtracting the total liabilities of the mutual fund from its total assets and then dividing the result by the number of units outstanding. Hence, NAV is the book value of each unit of the mutual fund. Importance of NAV in Mutual Funds  ๐Ÿ”ธPricing NAV is crucial because it determines the price at which investors buy or sell units of the mutual ...
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ETFs Vs Mutual Funds

  ๐—ฌ๐—ผ๐˜‚ ๐—บ๐—ฎ๐˜† ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐—ต๐—ฒ๐—ฎ๐—ฟ๐—ฑ ๐—ฎ ๐—น๐—ผ๐˜ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐—บ๐˜‚๐˜๐˜‚๐—ฎ๐—น ๐—ณ๐˜‚๐—ป๐—ฑ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ต๐—ผ๐˜„ ๐˜๐—ต๐—ฒ๐˜†’๐—ฟ๐—ฒ ๐˜€๐—ผ ‘๐˜€๐—ฎ๐—ต๐—ถ.’ ๐—•๐˜‚๐˜ ๐˜„๐—ต๐—ฎ๐˜ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐—˜๐—ง๐—™๐˜€? ETFs aren’t half as talked about. In fact, if you compare the search trends of mutual funds with ETFs, you would notice that ETFs are nowhere near mutual funds in terms of public interest. While both investment avenues are widely used for building wealth, understanding the key difference between the two is crucial to knowing which one suits you better. ๐— ๐˜‚๐˜๐˜‚๐—ฎ๐—น ๐—™๐˜‚๐—ป๐—ฑ๐˜€: ๐—ง๐—ต๐—ฒ ๐—ข๐—š ๐—”๐˜€๐˜€๐—ฒ๐˜ ๐—•๐—ฎ๐˜€๐—ธ๐—ฒ๐˜ Management Style: Mutual Funds are actively managed by professional fund managers seeking to outperform the market benchmark. Trading: Orders are placed after market hours at the Net Asset Value (NAV), which is the ‘per share’ value of a mutual fund unit. Investment Choice: From broad market funds to sector-specific or even debt-based options, mutual funds have a huge variety, which allows for targeted divers...
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15-15-15 rule in Mutual Funds

What is the 15-15-15 rule in Mutual Funds? ICICIdirect Research Desk  06 May 2024 When you invest in a mutual fund, you must have a goal in place - how much return to expect on investments, and by investing X amount every month - how much corpus you will generate in Y years. Once you have the clarity - your mutual fund investing journey becomes easier. One of the ways to have this done is through the 15-15-15 rule. In this article, we discuss the 15-15-15 rule for mutual funds.  Meaning of the 15-15-15 rule in Mutual Funds The 15-15-15 rule for mutual fund investing has three parts to it: The Investment: You should invest Rs 15,000 per month The Tenure: The total of your investment should be 15 years. It means that you will invest Rs 15,000 every month for the next 15 years. The Return: Your expected returns on your investment should be 15% If you can take care of investment and tenure and your portfolio generates a return of 15% in this duration, you will end up with more tha...
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