Mutual Funds (65 articles)
This article analyses the portfolio of the Franklin India Ultra Short Duration Fund to see if there any potential red flags similar to what led to the closure of six Franklin debt funds in April 2020.
Published: 6 September 2024
6 MIN READ
This article reviews the re-entry of Franklin Templeton AMC into the segment of Ultra Short Duration funds after a similar fund got shut during the COVID pandemic.
Published: 2 September 2024
9 MIN READ
This article discusses a new offering by HSBC Mutual Fund focusing on companies in the Export sector.
Published: 1 August 2024
6 MIN READ
This article gives you a list of ELSS funds that have consistently doubled their invested amount in three years.
Published: 31 July 2024
4 MIN READ
This article shows you how debt, international and gold/silver mutual funds will get taxed as per the new capital gains tax declared in the Union Budget 2024.
Published: 25 July 2024
8 MIN READ
This article analyses the change in taxation of stocks and mutual funds as per the Union Budget 2024.
Published: 23 July 2024
9 MIN READ
This article discusses SEBI’s new proposal for creating a new investment product which will work like mutual funds but use sophisticated strategies that are not yet in India.
Published: 18 July 2024
7 MIN READ
This article discusses the NFO of the Tata Nifty India Tourism Index Fund which is the first fund tracking the Nifty Tourism Index.
Published: 10 July 2024
13 MIN READ
This article introduces the concept of the information ratio, which mutual funds may need to declare daily for their funds.
Published: 9 July 2024
5 MIN READ
This article provides a list of fund and category-wise statistics of rolling return of SIP and lump sum investments for various mutual funds.
Published: 3 July 2024
4 MIN READ
This article shows the funds and categories of mutual funds which have been the worst performers in since the 2020 market crash caused by COVID.
Published: 30 June 2024
7 MIN READ
This article discusses the performance of the biggest Quant Mutual Fund funds after the launch of the SEBI probe on 23-Jun-2024.
Published: 30 June 2024
7 MIN READ
This article discusses the news about the alleged front running inside Quant Mutual Fund which is being investigated by SEBI.
Published: 24 June 2024
10 MIN READ
This article discusses the NFO of the Bandhan Nifty Total Market Index Fund which is the second fund tracking the Nifty Total Market Index.
Published: 21 June 2024
9 MIN READ
This article shows under which circumstances you can reasonably expect a 12% or higher return from your equity mutual funds.
Published: 19 June 2024
4 MIN READ
This article discusses the NFO of the Motilal Oswal Nifty Defence Index Fund which is the second fund tracking the Nifty Defence Index.
Published: 15 June 2024
11 MIN READ
This article lists all the mutual funds that fell the most due to market volatility on 4th June 2024.
Published: 5 June 2024
7 MIN READ
This article highlights the main differences between arbitrage funds and fixed deposits in India to help investors make the best choice for their financial needs.
Published: 26 May 2024
5 MIN READ
This article shows how to understand the impact on your portfolio if you stop investing for a few years between today and retirement to buy a house.
Published: 8 May 2024
4 MIN READ
This article shows you the easy steps to update your KYC so that you can continue your mutual fund investments without any hassles.
Published: 16 April 2024
6 MIN READ
This post sifts through 43 options to find the best performing ELSS funds for the 3-year period ending before Apr 2024.
Published: 29 March 2024
10 MIN READ
This article is expected to give investors in India a complete guide on the topic of calculation of taxes on mutual funds.
Published: 27 March 2024
11 MIN READ
This article shows you how different categories of hybrid funds have performed for regular SIP investments for short durations.
Published: 20 March 2024
12 MIN READ
This article gives you the list of things you must do in March regarding taxes and improving your portfolio returns.
Published: 6 March 2024
7 MIN READ
This post sifts through 43 options to find the best performing ELSS funds for the 3-year period ending before March 2024.
Published: 2 March 2024
10 MIN READ
This article gives an easy to use Excel list of ETFs in India for you to know which ones to avoid and which ones can be considered for investing.
Published: 2 March 2024
11 MIN READ
This article gives an easy to use Excel list of Index Funds in India for you to know which ones to avoid and which ones can be considered for investing.
Published: 1 March 2024
12 MIN READ
This article introduces MFCentral as a one-stop-shop for transacting in mutual funds for Indian mutual fund investors.
Published: 6 February 2024
4 MIN READ
This article gives an easy to use Excel list of ETFs in India for you to know which ones to avoid and which ones can be considered for investing.
Published: 4 February 2024
18 MIN READ
This article shows the funds and categories of mutual funds which have been the worst performers in 2023.
Published: 3 January 2024
22 MIN READ
This post sifts through 39 options to find the best ELSS funds for investing in 2024.
Published: 1 January 2024
8 MIN READ
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
9 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
12 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
12 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
7 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
10 MIN READ
This article shows the funds and categories of mutual funds which have been the worst performers in 2022.
Published: 2 January 2023
23 MIN READ
This post sifts through 38 options to find the best ELSS funds for investing in 2023.
Published: 1 January 2023
8 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
8 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
12 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
7 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
11 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
8 MIN READ
This article shows the funds and categories of mutual funds which have been the worst performers in 2021.
Published: 2 January 2022
22 MIN READ
This post sifts through 38 options to find the best ELSS funds for investing in 2022.
Published: 1 January 2022
7 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
12 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
13 MIN READ
Choose a debt mutual fund without breaking your head over it.
Published: 14 April 2021
17 MIN READ
⬆️ Back to top