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Mutual Funds (34 articles)

<p>This articles discusses some benefits and drawbacks of storing your mutual funds in demat mode with one killer feature that makes transmission possible.</p>
Mutual Funds Tax
What is the biggest benefit of holding mutual fund units in demat form?

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

<p>This article explores if the worst performing equity mutual funds have beat FD and RD returns.</p>
Mutual Funds
Do the worst performing equity mutual funds beat FD?

This article explores if the worst performing equity mutual funds have beat FD and RD returns.

Published: 18 October 2023

10 MIN READ

<p>This article discusses the concept of rolling returns and explains why investors should use them to choose investments like mutual funds.</p>
Market Movements Mutual Funds
What are rolling returns in case of mutual funds? Why is this better than point-to-point returns?

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

<p>This article shows you various strategies to clean up your mutual fund portfolio.</p>
Mutual Funds Portfolio Review
How to clean up your mutual fund portfolio?

This article shows you various strategies to clean up your mutual fund portfolio.

Published: 18 June 2023

9 MIN READ

<p>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.</p>
Mutual Funds Review
Mutual fund report card: Kotak Gilt Fund

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

<p>This article explains if Indian investors should consider investing in gilt or government securities mutual funds for their goals.</p>
Mutual Funds
Gilt funds do not always go up in value. Should you invest in gilt funds?

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

<p>This article shows the performance of the BHARAT Bond April 2023 mutual fund/ETF since inception and compares it against investing in FD.</p>
Mutual Funds
Mutual fund report card: Edelweiss BHARAT Bond FoF - April 2023

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

<p>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.</p>
Tax Mutual Funds
How to invest in mutual funds which are taxed at slab rates from 1st April 2023

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

<p>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.</p>
Tax Mutual Funds
What should debt, international and gold mutual fund investors do now that these funds are taxable at slab rate?

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

<p>This article helps you understand which categories of equity funds are the safest for investors.</p>
Mutual Funds
Which are the safest types of equity mutual funds?

This article helps you understand which categories of equity funds are the safest for investors.

Published: 22 March 2023

3 MIN READ

<p>This article helps you decide which debt mutual fund category to choose when rebalancing between debt and equity.</p>
Mutual Funds Portfolio Review
Which category of debt mutual funds is best for rebalancing?

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

<p>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.</p>
Mutual Funds
The myth of the 15*15*15 or crorepati rule for mutual funds in India

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

<p>This article shows you that investing via SIP in a mutual fund does not create wealth.</p>
Mutual Funds
The lie of wealth-creation via SIP in mutual funds

This article shows you that investing via SIP in a mutual fund does not create wealth.

Published: 12 February 2023

6 MIN READ

<p>This article lists mutual funds with the worst historical performance over 3, 5, 10, 15, and 20 years.</p>
Portfolio Review Mutual Funds
Are you invested in these worst-performing mutual funds?

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

<p>This article gives you the latest view on target maturity debt funds for investors in 2023.</p>
Choosing Investments Mutual Funds
What are the best target maturity debt funds in 2023?

This article gives you the latest view on target maturity debt funds for investors in 2023.

Published: 1 February 2023

5 MIN READ

<p>This article shows new investors’ steps to choosing their first mutual fund.</p>
Mutual Funds Step by step Reader Questions
What are the best mutual funds for first-time investors?

This article shows new investors’ steps to choosing their first mutual fund.

Published: 18 January 2023

9 MIN READ

<p>This article shows the funds and categories of mutual funds which have been the worst performers in 2022.</p>
Mutual Funds
The worst performing mutual funds of 2022: are you invested in these funds?

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

<p>This post sifts through 38 options to find the best ELSS funds for investing in 2023.</p>
Choosing Investments Tax Mutual Funds
What are the best tax-saving ELSS mutual funds in 2023?

This post sifts through 38 options to find the best ELSS funds for investing in 2023.

Published: 1 January 2023

5 MIN READ

<p>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?</p>
Review Tax Mutual Funds
Should you invest in ELSS Index Funds like the 360 ONE ELSS fund?

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

<p>This article uses the Arthgyaan Have vs Needs Framework to invest a large lump sum amount in your portfolio per your financial goals.</p>
Portfolio Construction Mutual Funds
How to invest a lump sum amount for your goals?

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

<p>This article shows you how the concept of indexation lowers the capital gains tax you pay when you sell debt mutual funds.</p>
Tax Mutual Funds
Pay lower capital gains taxes for debt mutual funds: understand how indexation works

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

<p>This article shows you the way to understand the risk and return potential for debt mutual funds using a SEBI-mandated risk classification tool.</p>
Mutual Funds Portfolio Review
How to use the SEBI Potential Risk Class matrix to understand risk in debt mutual funds?

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

<p>This article discusses mutual funds belonging to the aggressive hybrid category for investors to understand if they should invest in such funds.</p>
Mutual Funds
Aggressive hybrid mutual funds: understanding the what, why, when and who

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

<p>This article shows the steps that a new index fund investor can follow to shortlist an index fund for investing</p>
Step by step Choosing Investments Mutual Funds
What are the best index funds for new investors in India?

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

<p>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.</p>
Choosing Investments Mutual Funds Portfolio Review
How to understand the portfolio composition of a debt mutual fund?

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

<p>This article talks about the hybrid mutual fund category in India and shows you which ones to invest in as per your goals.</p>
Choosing Investments Mutual Funds
A primer on hybrid mutual funds: what are they and when to invest in them

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

<p>This article shows the funds and catergories of mutual funds which have been the worst performers in 2021.</p>
Mutual Funds
The worst performing mutual funds of 2021: are you invested in these funds?

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

<p>This post sifts through 38 options to find the best ELSS funds for investing in 2022.</p>
Choosing Investments Tax Mutual Funds
What are the best tax-saving ELSS Mutual Funds in 2022?

This post sifts through 38 options to find the best ELSS funds for investing in 2022.

Published: 1 January 2022

4 MIN READ

<p>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.</p>
Choosing Investments Gold Mutual Funds
How to choose a gold mutual fund?

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

<p>This post shows investors in which situations they should invest in FD vs other products like mutual funds.</p>
Portfolio Construction Choosing Investments Mutual Funds
Mutual Fund vs Fixed Deposit - where should you invest?

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

<p>Investors should only invest in the Direct Growth plans of mutual funds. Regular and IDCW (Dividend) funds lead to lower returns. Here’s why.</p>
Choosing Investments Mutual Funds
Do not make this mistake when investing in mutual funds

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

<p>Once goals are set, use this framework to choose mutual funds</p>
Choosing Investments Mutual Funds
Which funds should I invest in?

Once goals are set, use this framework to choose mutual funds

Published: 8 June 2021

3 MIN READ

<p>What are index funds, why invest in them and how to choose one?</p>
Choosing Investments Mutual Funds
Which index funds to invest in and why?

What are index funds, why invest in them and how to choose one?

Published: 12 May 2021

11 MIN READ

<p>Choose a debt mutual fund without breaking your head over it.</p>
Choosing Investments Mutual Funds
How to choose a debt mutual fund?

Choose a debt mutual fund without breaking your head over it.

Published: 14 April 2021

17 MIN READ


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