Mutual funds related FAQs

What does CAS ( consolidated Account Statement ) means ?

A CAS lists all transactions and investors holdings at the end each month, including transaction fees paid to distributors across all mutual fund schemes. Each calendar month, an investor receives a CAS. This is sent to all investors whose transactions occurred during that month. Every half-yearly (September/March) a CAS is issued detailing holdings at the end each month across all mutual fund schemes to all investors.


What does tax saving scheme works ?


What does Fund of Funds scheme means ?


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


What does assure returns schemes means ?


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


What is the process to invest in mutual funds scheme ?


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


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


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


What information should an investor know about offer document ?


In what time a unitholder receive dividend purchase ?


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


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


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


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


What is the difference in investing IPO and mutual funds


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


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


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


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