Sanriya blog
134 articles on investing basics, newest first.
134 articles · page 1 of 12
Investing basics
A Consolidated Account Statement (CAS) is a comprehensive report that brings together all your mutual fund transactions and holdings into a single document. Whether you’re investing for retirement…
· 2 min read
Investing basics
In 2018, the Securities and Exchange Board of India (SEBI) introduced a significant change in measuring mutual fund performance. SEBI mandated that mutual funds use the Total Return Index (TRI)…
· 3 min read
Investing basics
When you redeem (sell) a mutual fund, the time it takes to get your money depends on the type of fund. Here’s how long it typically takes: Liquid Funds: You’ll receive your money in 1 working day…
· 1 min read
Investing basics
An Investment Advisor plays a vital role in helping individuals and organizations make informed financial decisions. Often referred to as stockbrokers or financial advisors, these professionals…
· 2 min read
Investing basics
When you invest in a mutual fund, you’re investing in the fund’s assets and covering the costs associated with managing and running the fund. These costs are captured by the Total Expense Ratio…
· 4 min read
Investing basics
When choosing between direct and regular mutual funds, investors must consider their level of expertise and time. They should also assess their willingness to manage investments actively. Both plans…
· 3 min read
Investing basics
SWP (Systematic Withdrawal Plan) helps you withdraw money from your mutual fund in a regular and planned manner. You can choose how much money you want and how often you wish to withdraw. It is a…
· 2 min read
Investing basics
STP (Systematic Transfer Plan) is an investment strategy where a fixed amount or profits are periodically transferred from one mutual fund scheme to another within the same fund house. There are…
· 2 min read
Investing basics
International and Global Funds offer investors opportunities to diversify beyond domestic markets. International Funds invest in assets like stocks or bonds outside India, allowing exposure to…
· 1 min read
Investing basics
Investing in international funds allows you to expand beyond your home country. It offers opportunities to grow your money in global markets. However, it also comes with its own set of opportunities…
· 2 min read
Investing basics
Here’s a comparison between Capital Protection Funds (CPFs) and Conservative Hybrid Funds: Feature Capital Protection Funds (CPFs) Conservative Hybrid Funds Investment Objective Focus on preserving…
· 2 min read
Investing basics
International funds are equity funds that invest in stocks of companies listed outside of India. These funds help you invest in some of the biggest companies in the world. Investing in international…
· 2 min read
