Mutual Funds and ETFs Articles

Many investors often ask what is a good NAV for a mutual fund, but the truth is that NAV, or Net Asset Value, is just one aspect of evaluating a fund. NAV represents the per unit price of a mutual fund on a given day and is calculated by dividing the

It is a common question among first time investors whether SIP and mutual fund are the same, and the confusion is quite reasonable. The two terms are so frequently used together that they begin to sound like synonyms. However, in fact, they contribut

Understanding what is alpha in mutual funds is crucial for investors who want to gauge fund performance beyond just returns. Alpha measures how much a fund has outperformed or underperformed its benchmark index after adjusting for risk. A positive al

Keeping track of your investments is essential, and knowing how to check mutual fund status with a PAN number makes it easier for every investor. Your PAN acts as a unique identifier across all mutual fund investments, ensuring that all holdings, eve

Understanding how mutual funds work is key for anyone looking to invest wisely. At its core, a mutual fund pools money from multiple investors, which is then managed by professional fund managers to invest across stocks, bonds, or other assets. This

If you’ve ever invested in mutual funds, you may have wondered how many AMC in India actually operate behind the scenes. Most investors focus on fund returns, but the company managing that money plays an equally important role. Asset Management Com

If you are a mutual fund investor, then you must have witnessed the excitement of people around the announcement of the dividends in mutual funds. The hype is quite logical, but still a lot of investors do not understand completely the workings of di

A large number of investors are looking for methods to monitor their investment portfolios accurately, and at the same time, they want to avoid the inconvenience of keeping records. This is the main reason why understanding how to get MF statements o

WhiteOak Capital Mutual Fund and ICICI Prudential Mutual Fund represent two contrasting styles of fund management in India. WhiteOak Capital is a relatively young, research-driven AMC known for its high-conviction equity strategies, while ICICI Pr

WhiteOak Capital Mutual Fund and Nippon India Mutual Fund are two dynamic but very different players in the Indian mutual fund industry. WhiteOak Capital is a new-age, research-driven AMC known for high-conviction equity investing, while Nippon In

WhiteOak Capital Mutual Fund and SBI Mutual Fund are two very different AMCs—one a fast-growing boutique fund house known for its high-conviction equity strategies, and the other India’s largest and most widely trusted mutual fund brand. As of

WhiteOak Capital Mutual Fund and HDFC Mutual Fund are two very different types of asset management companies (AMCs), each appealing to a different kind of investor. WhiteOak Capital MF is known for its boutique-style, research-driven, high-conviction