Contra Funds
Contra Funds can be said to be following a Value investing approach. For example, when interest rates rise, people defer their purchases as the cost of borrowing increases. This affects…
Contra Funds can be said to be following a Value investing approach. For example, when interest rates rise, people defer their purchases as the cost of borrowing increases. This affects…
Growth Schemes Growth schemes invest in those stocks of those companies whose profits are expected to grow at a higher than average rate. For example, telecom sector is a growth…
International Equities Fund This is a type of fund which invests in stocks of companies outside India. This can be a Fund of Fund, whereby, we invest in one fund,…
P/ E Ratio Fund A fund which invests in stocks based upon their P/E ratios. Thus when a stock is trading at a historically low P/E multiple, the fund will…
OTHER EQUITY SCHEMES : Arbitrage Funds These invest simultaneously in the cash and the derivatives market and take advantage of the price differential of a stock and derivatives by taking…
WHAT ARE SECTORAL FUNDS? Funds that invest in stocks from a single sector or related sectors are called Sectoral funds. Examples of such funds are IT Funds, Pharma Funds, Infrastructure…
WHAT ARE MIDCAP FUNDS? After largecap funds come the midcap funds, which invest in stocks belonging to the mid cap segment of the market. Many of these midcaps are said…
WHAT ARE DIVERSIFIED LARGE CAP FUNDS? Another category of equity funds is the diversified large cap funds. These are funds which restrict their stock selection to the large cap stocks…
WHAT IS AN INDEX FUND? Equity Schemes come in many variants and thus can be segregated according to their risk levels. At the lowest end of the equity funds risk…
This is the role of the Asset Management Company (the Third tier). Trustees appoint the Asset Management Company (AMC), to manage investor’s money. The AMC in return charges a fee…