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Mutual Funds (65 articles)

<p>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.</p>
Mutual Funds
Franklin India Ultra Short Duration Fund portfolio analysis: Is Franklin Templeton creating the same portfolio that shut its funds in Apr 2020?

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

<p>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.</p>
Mutual Funds
FRANKLIN INDIA ULTRA SHORT DURATION FUND relaunch: Should investors again trust Franklin Templeton for this debt fund?

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

<p>This article discusses a new offering by HSBC Mutual Fund focusing on companies in the Export sector.</p>
Review Mutual Funds
HSBC India Export Opportunities Fund: Should you invest?

This article discusses a new offering by HSBC Mutual Fund focusing on companies in the Export sector.

Published: 1 August 2024

6 MIN READ

<p>This article gives you a list of ELSS funds that have consistently doubled their invested amount in three years.</p>
Mutual Funds
Which ELSS funds have consistently doubled your money in three years?

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

<p>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.</p>
Budget Mutual Funds Tax
Budget 2024: How will international, debt and gold/silver funds get taxed going forward?

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

<p>This article analyses the change in taxation of stocks and mutual funds as per the Union Budget 2024.</p>
Budget Mutual Funds Tax
Union Budget 2024: What are the changes in capital gains tax for Stocks and Mutual Funds?

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

<p>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.</p>
News Mutual Funds
Understanding SEBI's proposed New Asset Class funds: will India get Long-short Hedge funds and Inverse ETFs?

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

<p>This article discusses the NFO of the Tata Nifty India Tourism Index Fund which is the first fund tracking the Nifty Tourism Index.</p>
Review Mutual Funds
Tata Nifty India Tourism Index Fund: should you invest?

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

<p>This article introduces the concept of the information ratio, which mutual funds may need to declare daily for their funds.</p>
News Mutual Funds
Why SEBI wants mutual fund investors to learn about information ratio?

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

<p>This article provides a list of fund and category-wise statistics of rolling return of SIP and lump sum investments for various mutual funds.</p>
Mutual Funds Market Data
What are the rolling returns of SIP and lump sum of direct mutual funds? (July 2024 edition)

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

<p>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.</p>
Mutual Funds
The worst performing equity mutual funds post-COVID: are you invested in these funds?

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

<p>This article discusses the performance of the biggest Quant Mutual Fund funds after the launch of the SEBI probe on 23-Jun-2024.</p>
Mutual Funds
Are Quant AMC funds underpeforming after the SEBI probe start?

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

<p>This article discusses the news about the alleged front running inside Quant Mutual Fund which is being investigated by SEBI.</p>
News Mutual Funds
Quant Mutual Fund investigation by SEBI: Is your money safe?

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

<p>This article discusses the NFO of the Bandhan Nifty Total Market Index Fund which is the second fund tracking the Nifty Total Market Index.</p>
Review Mutual Funds
Bandhan Nifty Total Market Index Fund: should you invest?

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

<p>This article shows under which circumstances you can reasonably expect a 12% or higher return from your equity mutual funds.</p>
Mutual Funds
Will you always get at least 12% return from mutual funds?

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

<p>This article discusses the NFO of the Motilal Oswal Nifty Defence Index Fund which is the second fund tracking the Nifty Defence Index.</p>
Review Mutual Funds
Motilal Oswal Nifty Defence Index Fund: should you invest?

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

<p>This article lists all the mutual funds that fell the most due to market volatility on 4th June 2024.</p>
Market Movements Mutual Funds
Worst mutual funds of 4th June 2024: which mutual funds fell the most on election results day?

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

<p>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.</p>
Mutual Funds Fixed Deposit
Arbitrage Funds vs Fixed Deposits in India: Which is Better?

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

<p>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.</p>
House Purchase Mutual Funds
What happens to your mutual fund portfolio final value if you choose to buy a house?

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

<p>This article shows you the easy steps to update your KYC so that you can continue your mutual fund investments without any hassles.</p>
News Mutual Funds
How to update your KYC to continue investing in mutual funds from 1st April 2024?

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

<p>This post sifts through 43 options to find the best performing ELSS funds for the 3-year period ending before Apr 2024.</p>
Tax Mutual Funds
Which are the best performing tax-saving ELSS mutual funds in Apr 2024?

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

<p>This article is expected to give investors in India a complete guide on the topic of calculation of taxes on mutual funds.</p>
Tax Mutual Funds
How to calculate and save tax on mutual funds?

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

<p>This article shows you how different categories of hybrid funds have performed for regular SIP investments for short durations.</p>
Behaviour Mutual Funds
Should you invest in hybrid funds via SIP for short-term goals?

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

<p>This article gives you the list of things you must do in March regarding taxes and improving your portfolio returns.</p>
Tax Mutual Funds
What are the portfolio and tax related things that you must do in March 2024?

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

<p>This post sifts through 43 options to find the best performing ELSS funds for the 3-year period ending before March 2024.</p>
Tax Mutual Funds
Which are the best performing tax-saving ELSS mutual funds in March 2024?

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

<p>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.</p>
Mutual Funds
Which are the best and worst ETFs of India in Mar-2024?

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

<p>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.</p>
Mutual Funds
Which are the best and worst index funds of India in Mar-2024?

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

<p>This article introduces MFCentral as a one-stop-shop for transacting in mutual funds for Indian mutual fund investors.</p>
Mutual Funds FAQ
What is MFCentral and why you should be using it?

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

<p>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.</p>
Mutual Funds
Which are the best and worst ETFs of India in Feb-2024?

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

<p>This article shows the funds and categories of mutual funds which have been the worst performers in 2023.</p>
Mutual Funds
The worst performing mutual funds of 2023: are you invested in these funds?

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

<p>This post sifts through 39 options to find the best ELSS funds for investing in 2024.</p>
Choosing Investments Tax Mutual Funds
What are the best tax-saving ELSS mutual funds in 2024?

This post sifts through 39 options to find the best ELSS funds for investing in 2024.

Published: 1 January 2024

8 MIN READ

<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

9 MIN READ

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

12 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>
Budget 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

12 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

7 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

10 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

23 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

8 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

8 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

12 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

7 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

11 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

8 MIN READ

<p>This article shows the funds and categories 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 categories of mutual funds which have been the worst performers in 2021.

Published: 2 January 2022

22 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

7 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 Fixed Deposit 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

12 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>
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

13 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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