What is FATCA declaration and how to do it?

What-is-FATCA-declaration

 FATCA refers to Foreign Account Tax Compliance Act. It is a way of confirming by Mutual Fund to ensure that you are paying taxes only in India and not in any other country.


How are mutual funds regulated in India?

mutual-funds-regulated-in-India

Mutual Funds in India are a well regulated and professionally managed set up who follow rules and regulations by SEBI.


How is a Mutual Fund set up in India?

How-is-a-Mutual-Fund-set-up-in-India


Mutual Fund is a professionally managed asset which is handled by an asset management company, it includes money from a group of individuals, and invested in assets as mandated by the fund. It is set up in a Multi-tiered structure with sufficient regulatory protections.



What is the difference between Mutual Fund direct plan and regular plan?


Mutual Fund direct plan vs regular plan

There are two ways of investing in Mutual Funds.

What is Mutual Fund Registrar and Transfer Agent and what are its roles?

 Mutual-Fund-Registrar-and-Transfer-Agent



A Registrar and Transfer (R&T ) agent is an institution or an intermediary which looks after the backend paperwork of the Mutual Fund.It helps the Mutual Fund House in reducing the workload and smoothening the process of investment related work.

What is Mutual Fund Sharpe Ratio and how is it helpful to investor?

Mutual-Fund-Sharpe-Ratio

Sharpe Ratio uses Standard Deviation of Mutual Fund and after taking into account the risk taken by the fund denotes the returns of the fund. It was invented by Nobel laureate William Forsyth Sharpe of America.


What is Standard Deviation in Mutual Fund and its use for selection of Mutual Fund?

MEANING-OF-MUTUAL-FUND-STANDARD-DEVIATION
Standard deviation is a statistical value by which one can find as to how much a Mutual Fund has deviated from its average returns. It is one of the factors to be taken into account while selecting a Mutual Fund.



What is Mutual Fund R-squared and how does it help investor?

Mutual-Fund-R-squared

R-squared is a statistical value which is used to find out how correlated a Mutual Fund is with its Benchmark.the R-squared is used to check the reliability of BETA of the Mutual Fund.


What is Alpha and Beta in Mutual Fund ?


MUTUAL-FUND-ALPHA-AND-BETA

Mutual Fund Alpha and Beta are a measure of its risk profile. they are amongst many other variables which help in making investment decisions.Beta denotes the risk due to volatility and Alpha is the returns generated as per beta of the fund.


What is Sortino Ratio of Mutual Fund and its use for investors?

Mutual-Fund-Sortino-Ratio
Mutual Fund Sortino Ratio

Mutual Fund Sortino Ratio is calculated by making modifications to Mutual Fund Sharpe Ratio. It uses downside volatility effect on Mutual Fund returns.


What is Mutual Fund Treynor Ratio and why investor needs to know it?

Mutual-Fund-Treynor-Ratio
Mutual Fund Treynor Ratio

Like Mutual Fund Sharpe Ratio, Treynor Ratio also measures the risk-adjusted returns of Mutual Fund. It was developed by Jack Lawrence Treynor of America.