What is the role of a Registrar and Transfer Agents?
Investorline Registrars and Transfer Agents (RTAs) perform the important role of maintaining investor records. All the New Fund Offer (NFO) forms, redemption forms (i.e. when an investor wants to exit from…
What are the investor’s rights and obligations?
Some of the Rights and Obligations of investors are :- Investors are mutual, beneficial and proportional owners of the scheme’s assets. The investments are held by the trust in fiduciary…
What is the procedure for investing in an NFO?
The investor has to fill a form, which is available with the distributor. The investor must read the Offer Document (OD) before investing in a mutual fund scheme. In case…
What are Open Ended and Close ended Funds?
Mutual Fund products and features – Equity Funds A variety of schemes are offered by mutual funds. It is critical for investors to know the features of these products, before…
What are Equity Funds?
Salient Features These are by far the most widely known category of funds though they account for broadly 40% of the industry’s assets, while the remaining 60% is contributed by…
Structure of Mutual Funds in India
Let us now try and understand the characteristics of mutual funds in India and the different types of mutual fund schemes available in the market. For anybody to become well…
National Stock Exchange of India Ltd. (NSE) & Mutual Funds
The National Stock Exchange of India Ltd. (NSE), set up in the year 1993, is today the largest stock exchange in India and a preferred exchange for trading in equity,…
Introduction to Mutual Funds
A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests it in stocks, bonds, short-term money market instrume nts and…
Why do shares of a close-ended scheme trade at discount to its NAV?
It is important know that the NAV and the market prices of close-ended schemes are never the same. Close-ended schemes always trade at a discount. What explains this discount? And…
What are the different schemes available under mutual funds?
The schemes or funds (often used synonymously) can be classified as : Growth Funds : They promise pure capital appreciation with equity shares. They buy shares in companies with high…