Mutual Funds Articles

Mutual Funds Information: Learn everything about Mutual Funds Investment, our Mutual Funds Guide helps you to understand the basics and make an informed decision.

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Fund of Funds (FoF): Meaning, Types & How to Invest

A Fund of Funds (FoF) is a mutual fund that invests in other mutual funds and not in stocks or bonds.....Read More

What Are Liquid Funds and How Do They Work?

Here are the key features of liquid mutual funds that can help you make an informed investment decision... Read More

What are Mid Cap Funds

The Indian equity market is one of the most dynamic, a reason why foreign investors and financial institutions invest...Read More

What is an Asset Management Company (AMC)?

Allocating Funds into Asset Classes: While a mutual fund is a somewhat familiar term among market enthusiasts...Read More

What is Debt Funds?

The purchase of debt funds means lending money to the issuer and making investments in government...Read More

What is ELSS Fund ?

ELSS or Equity-Linked Savings Schemes can make a difference. These are tax-saving mutual funds...Read More

What is a Gilt Fund? Types, Benefits, Risks & Tax Guide

A gilt fund is a portfolio that includes investments only for the settlement of securities that generate a fixed amount of interest..,Read More

What is Hybrid Fund?

The following sections explain what a hybrid fund is, its types, benefits, disadvantages, features, and more...Read More

What is IDCW in Mutual Fund?

A stock or mutual fund investor needs to know many techniques and terminologies to trade efficiently...Read More

What is Index Fund ?

Index funds have long been considered one of the smartest investment choices one can make...Read More

What is Large Cap Mutual Fund ?

There are three main categories of funds you can invest in - large-cap, small-cap, or mid-cap...Read More

What is Public Provident Fund ?

One of the most important asset classes to consider is fixed income, which is considered to be a safe...Read More

Small Cap Funds

You can classify large-cap, mid-cap, and small-cap funds based on the market cap. Small-cap funds...Read More

Mutual Funds Categorisation In India

Mutual Funds Categorisation In India are vital for mutual funds investment...Read More

Can NRIs Invest in Mutual Funds?

NRIs can invest in Indian mutual funds per FEMA rules. They need an NRE/NRO account, KYC compliance, and may face restrictions under FATCA. Tax rules, DTAA, and repatriat...Read More

NPS vs Mutual Fund

Difference Between Mutual Fund and NPS for earning higher returns...Read More

ELSS vs Equity Mutual Fund

To get logical insight and a more definite idea about the difference between ELSS and mutual fund, we hereby will try to...Read More

What is Difference Between Direct and Regular Mutual Fund?

Know About The Key Differences Between Direct and Regular Mutual Funds...Read More

Mutual Fund vs ULIP: Which Investment Option Is Right for You?

Know About The Top Differences Between Mutual Funds and ULIPs...Read More

Mutual Fund vs ETF: Key Differences You Should Know

ETFs and mutual funds offer diversified investment options but differ in trading, costs, and management styles. ETFs are cost-effective and flexible, while mutual funds o...Read More

What is NFO?

Don’t Invest in NFOs Without Reading This Guide...Read More

ELSS Vs SIP

ELSS and SIP are two different types of investment methodologies preferred by Indian investors.Read More

Best SIP Plans for Long Term: How and Where to Invest

Learn how and where to invest in mutual funds and fund out the best SIP plans for long term investment...Read More

Rupee Cost Averaging in Mutual Fund SIP Explained

The Benefits & Intricacies of Rupee Cost Averaging Approach...Read More

Tax on Mutual Funds in India – STCG, LTCG, Dividend & ELSS Guide

Mutual funds offer different investment opportunities, but the returns earned from them may be subject to tax....Read More

Gold Mutual Funds in India: Benefits, Types & How to Invest

Investment in gold has been popular in India since times immemorial. Nowadays, there is no need to make an investment in physical gold to take advantage of the price fluc...Read More

How to Calculate Mutual Fund Return?

Find out how mutual fund returns are calculated and why they sometimes appear to rise and fall dramatically...Read More

SWP in Mutual Fund: Meaning, Benefits & How to Start

Systematic Withdrawal Plan (SWP) is an easy method to earn a regular income through your mutual funds. You do not need to withdraw all the money at once.....Read More

XIRR in Mutual Funds: An Advanced Guide for Indian Investors

Mutual fund investments may involve multiple transactions over time rather than a single investment made on one date. Read More

Total Expense Ratio in Mutual Funds: Meaning, Calculation & Impact

What is TER in a mutual fund, what is expense ratio, what is expense ratio in mutual funds, total expense ratio meaning...Read More

AUM in Mutual Fund

AUM in mutual funds represents the total market value of all investments managed by a fund or family of funds...Read More

What is CAGR in Mutual Funds?

Learn everything you need to know about CAGR in mutual funds...Read More

How is NAV Calculated?

NAV, or Net Asset Value, is the per-unit price of a mutual fund scheme on any given business day......Read More

How to Invest In Mutual Funds For Beginners

Learn everything you need to know about investing in mutual funds in India...Read More

How to Choose the Best Mutual Fund Scheme in India in 2026

Best Tips to Find a High-Performance Mutual Fund Scheme...Read More

Advantages and Disadvantages of Mutual Funds

Mutual funds remain among the top choices of investments that people make in India because of their simplicity and accessibility. Read More

Mutual Fund the Best Investment Option for Conservative Investors

As a Conservative Investor, Should You Invest in Mutual Funds...Read More

Mutual Fund Cut-off Time: SEBI's Revised Rules, NAV Impact & Fund-wise Timings

When investing in mutual funds, the time at which you submit your transaction can affect the Net Asset Value (NAV) applicable to your investment. Read More

What are Mutual Funds?

Mutual funds are one of the most popular investment options for individuals looking to participate in financial markets without selecting individual securities.Read More

How Do Mutual Funds Work? A Complete Guide

Mutual funds are one of the investment options available for individuals who want to invest in financial markets through a professionally managed structure.....Read More

What is STP in Mutual Funds? Meaning, Types, Benefits & How It Works

Systematic Transfer Plan is a system of transferring a fixed or flexible amount at predetermined intervals from one mutual fund scheme to another. Read More

Stocks vs Mutual Funds: Which Investment is Right for You?

Many people begin their investment journey by asking the same question, stocks vs mutual funds, which is the better choice?Read More

NAV in Mutual Funds

The NAV full form in mutual funds is Net Asset Value — simply put, it is the unit price of a...Read More

What is SIP?

SIP allows the investor to divide their investment over time, unlike the option of investing...Read More

What is Long Term Capital Gain (LTCG)?

Section 45 of the Income Tax Act, 1961, states the long-term capital gain definition as the profit or gain arising from the transfer of an asset of a capital nature will ...Read More

What Is a Hedge Fund and How Does It Work?

Investment in the stock market involves risk depending on the instrument/s used. These risks occur due to market volatility, uncertain business environment, and sudden...Read More

What Are Blue Chip Funds? Meaning, Advantages & Features

Mutual funds provide investors with access to different market segments through professionally managed portfolios.....Read More

How to Invest in SIP in India? Step-by-Step Guide

One of the easiest methods to begin investing in mutual funds is with a SIP investment. You invest a set amount at frequent times rather than a big sum all at once.Read More

How to Stop SIP? Complete Guide (Online & Offline)

SIPs or a Systematic Investment Plan is one of the best ways to meet your monthly investment goals. When...Read More

What Are Real Estate Mutual Funds? Meaning, Features & Benefits

Real estate investments have always been a preferred investment option in India.Read More

What is Closed End Mutual Fund?

Closed-end funds can be an excellent way to generate income. However, if you have made it this far, you are fully aware of the complexities and risks involved with invest...Read More

Open Ended Mutual Fund: Meaning, Features & How To Invest

An open ended mutual fund is a mutual fund scheme open for selling or buying anytime. This fund offers investors a cost-effective and seamless way to pool money...Read More

Mutual Fund Minimum Investment in India: Start From ₹100

Many mutual funds allow investors to begin with a small investment amount, making them accessible to a wide range of investors......Read More

Consolidated Account Statement (CAS): Meaning, Benefits & Importance

Investors may hold mutual fund investments across multiple schemes and Asset Management Companies (AMCs). Read More

Passive Funds vs Active Funds: Key Differences Explained

An actively managed portfolio is a type of investment strategy where a fund manager is deeply involved in selecting and managing assets. Through meticulous research, anal...Read More

What is Passive Mutual Fund? Meaning, Types & How to Invest

Passive mutual funds are stock funds that focus on tracking the performance of a specific market index. Read More

Index Fund vs Mutual Fund: Key Differences Explained

When investing in financial markets, you have several options, such as index funds and mutual funds. These two investment vehicles have become increasingly popular for th...Read More

Index Fund vs ETF: Which One Should You Choose?

An index fund is a kind of mutual fund with a portfolio constructed that perfectly matches or tracks the various components of a financial market index...Read More

Information Ratio: Meaning, Formula & Example

The Information Ratio (IR) is a quantitative measure used to evaluate the performance of an investment portfolio or financial asset compared to a benchmark index, factori...Read More

What is Mark to Market (MTM)? Meaning, Formula & How It Works

Mark To Market (MTM) is a financial valuation technique that calculates the current market value of assets and liabilities, reflecting their worth if they were to be exch...Read More

Mutual Fund Redemption: How to Redeem, Types, Process & Tax Guide

Mutual fund redemption is the process through which an investor sells their units in a mutual fund scheme to realise returns on their investment...Read More

Mutual Fund Overlap: Meaning, Effects & How to Manage It

Mutual fund overlap occurs when an investor holds multiple mutual funds with a significant portion of their assets invested in the same or similar stocks. This overlappin...Read More

Registrar and Transfer Agents (RTA)

So, what are registrar and transfer agents? Simply put, RTAs can keep track of investors' transactions in mutual funds, including these types .... Read More

Risk-Return Trade-Off: Meaning, Formulas & Examples Explained

Registrar and Transfer Agents (RTAs) are an important part of the mutual fund ecosystem. Read More

Inverted Yield Curve

Inverted Yield Curve is a buzzword in the world of finance that has gained significant attention in recent years. Simply put...Read More

What Is LTCG Tax on Mutual Funds?

Understand Long-Term Capital Gains (LTCG) tax on mutual funds, including updated rates, exemptions, and strategies to reduce your tax liability.Read More

ULIP vs ELSS: Which Is the Better Tax-Saving Investment?

Investors looking for tax-saving options may consider different investment products based on their financial goals, risk preferences, and investment horizon......Read More

Stock SIP vs Mutual Fund SIP

Stock SIP, an investment method, involves individuals regularly investing a fixed amount into specific stocks. This allows for the gradual accumulation....Read More

Target Date Funds: Meaning, Availability & How They Work

Planning for retirement begins with choosing investments that match your long-term financial goals and future needs....Read More

What is TREPS in Mutual Funds? Meaning, Full Form & How It Works

The full form of TREPS is Treasury Bills Repurchase, which refers to the short-term financial instrument in the money market or mutual fund market....Read More

ELSS Lock-in Period: Meaning, Rules & Tax Benefits

Equity Linked Savings Schemes (ELSS) are a kind of equity mutual funds which give tax advantages under Section 80C of the Income-tax Act, 1961......Read More

Understanding Absolute Return in Mutual Funds and How It Works

Absolute return mutual funds aim to make money for investors no matter what happens in the stock market. Unlike regular mutual funds...Read More

Mutual Funds vs. Share Market: Key Differences Explained

Mutual funds combine stocks and bonds together and are managed by professional fund managers...Read More

Who Regulates Mutual Funds in India?

Mutual funds have been a common investment alternative due to their diversification and competent management......Read More

Types of Index Funds in India: A Complete Beginner's Guide

Index funds are one of the most popular types of investments due to their simplicity, low cost, and diversification benefits...Read More

How To Redeem ELSS Before 3 Years?

How To Redeem ELSS Before 3 Years? In India, an ELSS (Equity Linked Saving Scheme) is a tax-saving mutual fund with a three-year lock-in period....Read More

History of Mutual Funds in India: Complete Timeline

The history of mutual funds in India reflects the country's transition from a government-run investment system to a competitive, technologically advanced financial sector...Read More

Oldest Mutual Funds In India

Mutual funds have stood the test of time and have gained immense popularity as one of the most convenient...Read More

How to Check Mutual Fund Status with Folio Number

Checking your mutual fund status with a folio number takes just a few minutes through your AMC website, CAMS, KFintech, or your broker.....Read More

Target Maturity Funds

Target maturity funds are the type of debt mutual fund. With this type of fund, investors can easily navigate interest rate risks. Read More

Mutual Funds Vs. Hedge Funds: Key Differences In India

Let us understand the meaning of mutual funds vs hedge funds and the differences between these investment options...Read More

Mutual Funds vs Real Estate: Which Investment Is Right for You?

Mutual funds vs real estate represents a long-standing debate in the investment realm. This article dives deep into the nuances of these two investment choices...Read More

How to Get Capital Gain Statement for Mutual Funds

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Annual vs Trailing vs Rolling Returns: What They Mean for Investors

Want to discover annual vs trailing vs rolling returns differences? On that note, let’s find out the differences between these three returns and the given points.Read More

Growth Vs Dividend Reinvestment Option

Welcome to this all-encompassing post that narrates everything about growth options and dividend reinvestment options. Let's find out more details on growth vs dividend r...Read More

What is Solution Oriented Mutual Funds?

Mutual funds with a solution-oriented approach make it easier to invest for corpus preservation or capital appreciation to cover future needs like retirement, marriage, o...Read More

SWP and Dividend Plan

Systematic Withdrawal Plans and Dividend Plans, each offering a unique approach to managing and distributing returns from investments. This article plunges into the compl...Read More

XIRR vs CAGR: Understanding Investment Return Metrics for Mutual Funds

XIRR and CAGR are valuable tools in an investor's toolkit, each serving different purposes in investment analysis...Read More

NPS vs ELSS

When it comes to saving money on taxes and planning for your future, you've probably heard about NPS and ELSS...Read More

Know How to Transfer Mutual Funds

Transferring mutual funds can be a vital step for investors who want to move accounts, consolidate holdings, or change...Read More

Risk in Mutual Funds: Types, Causes & How to Manage Them

Managing risks in mutual funds investment is critical to meeting long-term financial objectives. Diversification, SIP investing...Read More

Can We Pledge on Mutual Funds?

Pledging mutual funds for a loan is a smart way to access funds without selling your investments...Read More

What is Gold ETF?

Gold ETFs might just be the investment opportunity you’ve been looking for if you want to add some gold exposure to your portfolio...Read More

Difference Between ETFs And Stocks

Investors can access equity markets through different investment options. Stocks and Exchange-Traded Funds (ETFs) are two such options that provide exposure to market-lin...Read More

Why Invest in ETFs Through SIPs?

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What Are Liquidity ETFs?

Liquidity ETFs offer a smart, low-risk investment avenue for anyone looking to park surplus cash or earn better returns...Read More

What Is SIF (Specialised Investment Fund)?

A Specialised Investment Fund (SIF) is an investment category introduced by SEBI to bridge the gap between traditional mutual funds and Portfolio Management Services (PMS...Read More

What is CAMS KRA?

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SIP vs SWP: Key Differences, Benefits & How to Choose the Right Plan

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Fixed Income Mutual Funds: Meaning, Benefits, Risks & Types

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What Are Green Energy Mutual Funds?

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What Are Growth Mutual Funds?

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What Are Tax-Exempt Mutual Funds & How Do They Work?

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Scheme Information Document (SID) in Mutual Funds: What It Is and How to Read It

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Smallcase vs Mutual Fund: Key Differences

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Does Mutual Fund Come Under 80C?

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What is Passive ELSS?

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How to Plan Your ELSS Investments During the Year

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ELSS Tax Benefits & Investment Guide: Advantages, Disadvantages, Taxation

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What Are High Return Mutual Funds? Definition, Criteria & How to Choose

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8-4-3 Rule of SIP: What is It & How Does That Work?

The 8-4-3 rule of SIP is a powerful strategy for Indian stock market traders looking to build wealth through disciplined investing.Read More

What is Jensen Alpha in a Mutual Fund? Formula, Calculation & How to Use

Jensen Alpha is a vital tool for Indian stock market traders evaluating mutual fund performance.Read More

Daily SIP vs Monthly SIP: Which Is Better for Your Investment Goals?

The debate around daily SIP vs monthly SIP comes down to one question: how often should money move from a bank account into a mutual fund scheme? A daily SIP invests a sm...Read More

What Is the Best Date to Invest in SIP? Myth vs Market Reality

Discover whether the SIP investment date impacts returns. Explore market data, myths vs facts, and why long-term discipline matters more than timing your monthly mutual f...Read More

NPV vs IRR: Key Differences, Pros and Cons for Smarter Investment Decisions

Let us consider a scenario in which you have ₹5 lakh for investment, and two equally promising projects present themselves before you.Read More

15-15-15 Rule in Mutual Funds: Build Wealth with SIP & Compounding

The 15-15-15 Rule involves investing ₹15K monthly via SIP at 15% CAGR for 15 years to build ₹1 crore. Learn how compounding, consistency & SIP discipline drive long-term ...Read More

CAGR Vs Absolute Return: Which Is Better for Mutual Funds?

CAGR vs Absolute Return highlights two perspectives: CAGR offers a time-adjusted, compounded growth rate, making it ideal for long-term investments and comparisonsRead More

Trigger SIP

A trigger SIP provides the perfect combination of automation and adaptability, helping investors capture value while maintaining discipline.Read More

Mutual Funds vs Bonds: Understand the Key Differences and Choose Wisely

Compare mutual funds and bonds on risk, returns, liquidity, and suitability. Learn which investment fits your goals—stable income with bonds or long-term growth via mutua...Read More

Arbitrage Funds vs Liquid Funds: Which is Better for Short-Term Investment?

Understand the key differences between arbitrage and liquid funds in India, including tax treatment, liquidity, and returns, to choose the right short-term investment bas...Read More

Crisil Rating System for Mutual Funds

The mutual fund ranking and rating methodology used by CRISIL goes much beyond conventional performance indicators.Read More

How Mutual Funds Pay Dividends?

Dividends from mutual funds are distributions of income earned by the fund's underlying assets, primarily from dividends on stocks and interest from bonds held in the por...Read More

Macaulay Duration: Meaning, Formula, Calculation, and Importance in Debt Funds

Macaulay duration indicates how long, on average, it takes for an investor to be repaid by a bond's cash flows.Read More

What is TRI in Mutual Funds? Meaning, Importance & Benefits Explained

The TRI in mutual fund investing refers to a version of a benchmark index that reflects not just price movements, but also assumes reinvestment of all the dividends and i...Read More

What are Business Cycle Funds?

Business cycle funds bring a unique perspective to investing by aligning portfolio strategies with the ups and downs of the economy. Read More

How to Invest in Index Funds in India: A Complete Beginner's Guide

Investing in index funds in India is simple and can be done through various platforms, including mutual fund houses, stockbrokers, and online investment platforms. Here’s...Read More

Tracking Error vs Tracking Difference in Index Funds — What Investors Need to Know

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What Are Target Maturity Funds? (Meaning, Taxation & How to Invest)

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International FoF Mutual Funds — Currency Risk & Hedging Basics

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Factor-Based Mutual Funds (Quality / Value / Momentum) – Pros & Pitfalls

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How to Read a Mutual Fund Portfolio Disclosure?

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Rolling Returns vs Point-to-Point: A Better Way to Judge Mutual Funds

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What is a Dynamic Asset Allocation Fund?

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What is a Target Date Mutual Fund and How Does it Work in India?

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What Are International Mutual Funds? Benefits, Risks & Taxation

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What are Arbitrage Funds?

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What Is Side-Pocketing in Mutual Funds? Process, Triggers & Impact

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What is Swing Pricing?

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What Are Equity Savings Funds? Arbitrage, Equity And Debt Explained

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Constant Maturity Gilt Funds (10-Year) – When Do They Shine?

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Take a Closer Look at the Mutual Fund Offer Document

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What Are Mutual Fund Units?

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What is a Mutual Fund Custodian?

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Mutual Fund Fact Sheet: Meaning, Components & How to Read

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What Is a Mutual Fund Lock-in Period?

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What Is One Time Mandate (OTM) In Mutual Funds?

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Asset Allocation Using Mutual Funds in India: A Practical Guide for 2026

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Understanding Capture Ratio for Evaluating Mutual Fund Performance

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Equal Weight Index Funds in India: A Balanced Approach to Equity Investing

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What are Opportunity Funds? Meaning, Features, Risks & How to Invest

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What Is a Blend Fund? Meaning, Types & How It Works in India

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What Is an Interval Fund? Meaning, Features & How It Works in India

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What is a Trail Commission in Mutual Funds?

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7-5-3-1 SIP Rule?

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Why Loan Against Mutual Funds Is a Convenient Option for Investors

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