Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

Parents can invest in mutual funds for minors, with the child as the sole holder, managed by a guardian. Upon turning 18, ...

A focused fund is a mutual fund concentrated on a limited set of stocks or bonds with specific characteristics. Learn how it works and discover real-world examples.

NAV is more than just a daily number. Explore how NAV is calculated in mutual funds, its role in SIP investing, returns, and ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

Wondering how FXAIX and VOO stack up? You aren’t alone. To help, here is an explanation of the key differences between the ...

IFSC funds benefit from streamlined cross-border regulation and often accumulate ETF strategies that aim for better compounding and tax efficiency ...

Asset managers are taking a variety of approaches to offer their mutual fund strategies as exchange-traded funds. They seek to capitalize on ETF popularity in recent years. ETFs are generally a better ...

The revised LTCG tax framework introduced in Budget 2024 has quietly increased the tax burden on salaried mutual fund ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

You invest in mutual funds to grow wealth… but what if your money could also lend you money? Most investors think mutual ...

The fund will be actively managed and will draw from SBI Mutual Fund’s internal research universe of around 450 stocks, covered by a team of about 25 equity analysts.