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A resource site for beginners with easy to understand income tax, gst, and finance tutorials for mastering the basics and beyond.

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Finance

Open-ended vs. Closed-end Mutual Fund: What is the difference?

Updated on August 25, 2022 I By CA Bigyan Kumar Mishra

Based on the investment structure of a mutual fund it can be categorised as either an open ended or closed end mutual fund. People often ask which is better, open ended or closed end mutual funds. In this article, you will learn the difference between open-ended and closed-end mutual funds to know which is better.What are open ended mutual funds?Open ended … [Read more...] about Open-ended vs. Closed-end Mutual Fund: What is the difference?

What is Value Averaging and How it works

Updated on August 25, 2022 I By CA Bigyan Kumar Mishra

Value averaging is an investing approach which works like rupee cost averaging. In value averaging, the investor fixes a long term target to achieve from a portfolio of assets. Based on market condition and prices of the stock, systematically the investor will then add to or remove from the portfolio to achieve the long term objective.Let us understand value averaging with … [Read more...] about What is Value Averaging and How it works

Rupee Cost Averaging: A Simple and Smart Way to Invest in the Indian Stock Market

Updated on November 18, 2024 I By CA Bigyan Kumar Mishra

Investing in the Indian stock market can be both exciting and overwhelming. With stock prices constantly going up and down, it can be hard to know when to buy or sell. But don’t worry! There's a smart strategy called Rupee Cost Averaging (RCA) that helps reduce the stress of market fluctuations. Whether you are a beginner or an experienced investor, this investment … [Read more...] about Rupee Cost Averaging: A Simple and Smart Way to Invest in the Indian Stock Market

Net asset value (NAV): What is it and how to calculate

Updated on August 22, 2022 I By CA Bigyan Kumar Mishra

So you are interested to know what Net asset value is and how it's calculated.Net asset value or NAV is calculated to know the per unit value of a mutual fund.A mutual fund is a company that issues and invests in securities.Here is the formula used to calculate Net asset value or NAV;NAV = Total assets - Total liabilitiesFor example, if a mutual fund has … [Read more...] about Net asset value (NAV): What is it and how to calculate

Assets under management (AUM): What is it and why is it important for a fund house

Updated on August 21, 2022 I By CA Bigyan Kumar Mishra

You might be wondering, What does AUM stand for?The AUM acronym stands for "Asset under management".Asset under management means the total market value of the assets that a financial institution, mutual fund or an entity manages on behalf of one client or many. In other words, it refers to the value of money the mutual fund or the entity manages for their clients. It is … [Read more...] about Assets under management (AUM): What is it and why is it important for a fund house

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