Can an investor nominate an individual as nominee in the units of mutual funds ?

From where an investor get to know about mutual funds ?

If the net worth of the sponsor is high ,is this a guarantee for a good return ?

Companies like mutual benefits are same as the mutual funds scheme ?

How an investor should select a scheme among so many schemes in mutual funds ?

can an investor prefer for lower NAV scheme ,if there is same category of different mutual funds is available ?

What is the difference in investing IPO and mutual funds

How can an investor know about the investment of mutual fund scheme collected by the investors ?

How an investor can track the status of mutual funds scheme ?

How an investor get to know about the changes occur in mutual funds ?

Can a mutual fund change the terms of the scheme of offer document ?

In what time a unitholder receive dividend purchase ?

What information should an investor know about offer document ?

What is the process of filling an application form of mutual funds ?

How much an investor should invest in debt or equity oriented schemes ?

Can a person who is an NRI invest in mutual funds ?

What is the process to invest in mutual funds scheme ?

Is any one can adjust the asset allocation in mutual funds to reflect market trends ?

What does assure returns schemes means ?

Can a fresh load or increase the limit of load is allowed in mutual funds ?

FAQ Categories

Open a demat account through us and get the account opening charges waived off

Can an investor nominate an individual as nominee in the units of mutual funds ?

Yes. Individuals can nominate each other to apply for/hold units. The nomination is not possible for non-individuals, such as society, trust or body corporate, partnership firms, Karta of Hindu Undivided Family and holders of Power of Attorney.

From where an investor get to know about mutual funds ?

Nearly all mutual funds have their own websites. Investors have access to the NAVs, half year results, and portfolios of all mutual funds on the website of Association of mutual funds in India www.amfiindia.com. AMFI also has useful literature available …

If the net worth of the sponsor is high ,is this a guarantee for a good return ?

Any mutual fund scheme's offer document must include information about the financial performance of the sponsor, including their net worth over a period of three year. Investors should only know the track record and financial performance of the sponsoring company …

Companies like mutual benefits are same as the mutual funds scheme ?

Investors should be wary of companies whose names include "mutual benefits" and are referred to as mutual funds. These companies are not subject to SEBI's jurisdiction. However, mutual funds are able to mobilize funds from investors by launching schemes after …

How an investor should select a scheme among so many schemes in mutual funds ?

Investors should carefully read the offer documents of mutual fund schemes. Investors may also be interested in the performance history of the mutual fund scheme and similar schemes. They might also compare performance to other schemes with similar investment goals. …

can an investor prefer for lower NAV scheme ,if there is same category of different mutual funds is available ?

Investors may prefer schemes with a lower NAV than those with a higher NAV. They may prefer a scheme that is issuing units at Rs. 10 while existing schemes within the same category can be purchased at higher NAVs. Please …

What is the difference in investing IPO and mutual funds

Yes, there is a distinction. The issue price of companies' IPOs may be lower or higher depending on investor perceptions and market sentiment. The par value of mutual funds may not increase or decrease immediately after allotment. It takes time …

How can an investor know about the investment of mutual fund scheme collected by the investors ?

Mutual funds must publish the full portfolios of all their schemes every half-yearly in newspapers. Some mutual funds send their portfolios to unitholders. This portfolio displays the investment in each security, like government securities , equity, money market instruments, etc. …

How an investor can track the status of mutual funds scheme ?

A scheme's performance is measured by its net asset value (NAV). This is published on a daily basis for open-ended schemes, and weekly for close-ended schemes. Newspapers must publish the mutual fund NAVs. You can also access the NAVs on …

How an investor get to know about the changes occur in mutual funds ?

A mutual fund may experience changes from time-to-time. Any material changes in mutual funds must be notified to unitholders. Many mutual funds also send out quarterly newsletters to investors. Presently, offer documents must be updated and revised at least once …

Can a mutual fund change the terms of the scheme of offer document ?

Yes. There is no change to the terms or nature of the scheme. These are known as the fundamental attributes of the scheme. structure, investment pattern, etc. No communication can be sent to unitholders and an advertisement in the English …

In what time a unitholder receive dividend purchase ?

The mutual fund must send the dividend warrants to unitholders within 30 days after the declaration of dividends and the redemption/repurchase proceeds within 10 days after the date of redemption/repurchase request by the unitholder. In case of failures to despatch …

What information should an investor know about offer document ?

A mutual fund will need to provide an abridged offer letter, which contains very valuable information, to prospective investors. The offer document also includes the subscription form. SEBI has set minimum disclosures in the offer documents. Before investing in any …

What is the process of filling an application form of mutual funds ?

Investors must clearly mention their name, address, number applied for units, and any other information required by the application form. To avoid fraudulent encashment or withdrawal of cheques/drafts issued by mutual funds at a later time for dividend or repurchase …

How much an investor should invest in debt or equity oriented schemes ?

Investors should evaluate their risk-taking ability, financial situation, and age. The schemes can invest in different types of securities, as described in the offer documents. They offer different returns and risk. Before making any investment decisions, investors may consult financial …

Can a person who is an NRI invest in mutual funds ?

Non-resident Indians are also allowed to invest in mutual funds. The offer documents for the schemes contain all the necessary details.

What is the process to invest in mutual funds scheme ?

Mutual funds usually have an advertisement in the local newspapers announcing the launch date. For information and forms, investors can contact distributors and agents of mutual funds located all across the country. Agents and distributors that offer such services can …

Is any one can adjust the asset allocation in mutual funds to reflect market trends ?

Any prudent fund manager can adjust the asset allocation to reflect market trends. He can choose to invest a higher or lower proportion of the fund in equity and debt instruments than what was disclosed in the offer documents. You …

What does assure returns schemes means ?

Assured returns schemes are schemes that guarantee a certain return to unitholders regardless of performance. A scheme cannot guarantee returns unless it is fully guaranteed by its sponsor or AMC. This information is needed in the offer document. The offer …

Can a fresh load or increase the limit of load is allowed in mutual funds ?

The load that mutual funds can increase is not allowed to exceed the amount stated in the offer document. Any load change will only be effective for prospective investments, and not the original investments. If new loads are imposed or …

FAQ Categories

New Offers

Upstox

Stuck with making the first move towards investment? Get our genuine expert opinion today. It's FREE!