expense ratio

zero expense mutual fund

Can zero expense mutual fund schemes work in India?

Fidelity Investments has just launched a couple of new mutual fund schemes with zero expenses for retail investors in the US. These are the first ever zero expense ratio self-indexed funds for retail investors available in the market -Fidelity zero total market index fund (FZROX) and Fidelity zero international index fund (FZILX). In India, SEBI has been making …

Can zero expense mutual fund schemes work in India? Read More »

direct plan

Direct plan in mutual funds

Direct Plan in mutual funds were introduced on 1st January 2013 & since then within five years their share has grown to 40% of the industry’s total AUM. With consistent push from various stakeholders, direct plans contribute 14% of the total AUM held by individual investors. Product awareness campaigns by various market participants have consistently increased …

Direct plan in mutual funds Read More »

invest better

Numbers which help you invest better…

With so many fund houses, so many fund categories & so may fund options in each category selecting the right fund to invest can itself be a humongous task. Knowing these fund evaluation parameters in layman’s terms & understanding their relevance will help you invest wisely. The following are applicable to all funds: Sharp ratio: …

Numbers which help you invest better… Read More »