Arthgyaan

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Mutual Funds (14 articles)

<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

8 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

9 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 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

10 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

15 MIN READ



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