Mutual Funds (34 articles)

This articles discusses some benefits and drawbacks of storing your mutual funds in demat mode with one killer feature that makes transmission possible.
Published: 1 November 2023
5 MIN READ

This article explores if the worst performing equity mutual funds have beat FD and RD returns.
Published: 18 October 2023
10 MIN READ

This article discusses the concept of rolling returns and explains why investors should use them to choose investments like mutual funds.
Published: 8 October 2023
10 MIN READ

This article shows you various strategies to clean up your mutual fund portfolio.
Published: 18 June 2023
9 MIN READ

This article shows the historical performance of this fund as an example of a long-running gilt fund to demonstrate the risk and return in a gilt fund.
Published: 7 June 2023
4 MIN READ

This article explains if Indian investors should consider investing in gilt or government securities mutual funds for their goals.
Published: 4 June 2023
6 MIN READ

This article shows the performance of the BHARAT Bond April 2023 mutual fund/ETF since inception and compares it against investing in FD.
Published: 16 April 2023
8 MIN READ

This article describes a tweak that investors can implement to plan taxes more efficiently, given that non-equity funds will be taxed at slab rates after 1st April 2023.
Published: 29 March 2023
5 MIN READ

This article shows the way forward for investors in debt, gold, hybrid and international funds which have lost indexation benefits on units purchased after 1st April 2023.
Published: 26 March 2023
9 MIN READ

This article helps you understand which categories of equity funds are the safest for investors.
Published: 22 March 2023
3 MIN READ

This article helps you decide which debt mutual fund category to choose when rebalancing between debt and equity.
Published: 22 February 2023
9 MIN READ

This article debunks the myth of the 15 * 15 * 15 or crorepati rule for mutual funds in India, revealing that a common marketing tactic for selling mutual funds does not work in practice.
Published: 15 February 2023
5 MIN READ

This article shows you that investing via SIP in a mutual fund does not create wealth.
Published: 12 February 2023
6 MIN READ

This article lists mutual funds with the worst historical performance over 3, 5, 10, 15, and 20 years.
Published: 8 February 2023
5 MIN READ

This article gives you the latest view on target maturity debt funds for investors in 2023.
Published: 1 February 2023
5 MIN READ

This article shows new investors’ steps to choosing their first mutual fund.
Published: 18 January 2023
9 MIN READ

This article shows the funds and categories of mutual funds which have been the worst performers in 2022.
Published: 2 January 2023
21 MIN READ

This post sifts through 38 options to find the best ELSS funds for investing in 2023.
Published: 1 January 2023
5 MIN READ

This article discusses a new category of ELSS funds relaunched in India that are run as index funds. Should investors invest in ELSS index funds for tax-saving purposes?
Published: 28 December 2022
5 MIN READ

This article uses the Arthgyaan Have vs Needs Framework to invest a large lump sum amount in your portfolio per your financial goals.
Published: 27 November 2022
8 MIN READ

This article shows you how the concept of indexation lowers the capital gains tax you pay when you sell debt mutual funds.
Published: 23 November 2022
9 MIN READ

This article shows you the way to understand the risk and return potential for debt mutual funds using a SEBI-mandated risk classification tool.
Published: 16 November 2022
11 MIN READ

This article discusses mutual funds belonging to the aggressive hybrid category for investors to understand if they should invest in such funds.
Published: 2 November 2022
5 MIN READ

This article shows the steps that a new index fund investor can follow to shortlist an index fund for investing
Published: 26 October 2022
9 MIN READ

This article teaches you how to read the portfolio disclosure statement of a debt mutual fund to understand what the fund invests in and the risk-return characteristics.
Published: 23 October 2022
10 MIN READ

This article talks about the hybrid mutual fund category in India and shows you which ones to invest in as per your goals.
Published: 19 October 2022
6 MIN READ

This article shows the funds and catergories of mutual funds which have been the worst performers in 2021.
Published: 2 January 2022
21 MIN READ

This post sifts through 38 options to find the best ELSS funds for investing in 2022.
Published: 1 January 2022
4 MIN READ

This article will help investors know what to look for when choosing a gold mutual fund to take exposure to gold as a part of their portfolio.
Published: 26 December 2021
6 MIN READ

This post shows investors in which situations they should invest in FD vs other products like mutual funds.
Published: 28 October 2021
11 MIN READ

Investors should only invest in the Direct Growth plans of mutual funds. Regular and IDCW (Dividend) funds lead to lower returns. Here’s why.
Published: 15 June 2021
10 MIN READ

Once goals are set, use this framework to choose mutual funds
Published: 8 June 2021
3 MIN READ

What are index funds, why invest in them and how to choose one?
Published: 12 May 2021
11 MIN READ

Choose a debt mutual fund without breaking your head over it.
Published: 14 April 2021
17 MIN READ
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