Select Category for: Mutual Funds

April 16, 2024 | 3 min read • 7853 views
May 4, 2024 | 4 min read • 7499 views
The Role of Large and Mid Caps in Your Portfolio

Nifty Large and Midcap 20 Index Fund analysis

May 13, 2024 | 4 min read • 7162 views
May 22, 2024 | 6 min read • 9842 views
June 5, 2024 | 4 min read • 7571 views
Mid-Cap Marvels: How HDFC Turned Pocket Change into a Fortune

Should you invest in HDFC Midcap Opportunities Fund

June 11, 2024 | 7 min read • 1973 views
June 20, 2024 | 4 min read • 2072 views
Understanding Factor Investing and Its Benefits

Understanding Factor Investing and Its Benefits

June 24, 2024 | 6 min read • 1858 views
Smart Investing for Child's Education

The Criticality of Child Education Planning in India and the Role of Mutual Funds

July 12, 2024 | 5 min read • 3085 views
Does Long-Term Investing Reduce the Risk of Negative or Low Returns in Indian Markets ?

Does Long-Term Investing Reduce the Risk of Negative or Low Returns in Indian Markets ?

August 3, 2024 | 10 min read • 4465 views
Unveiling the Remarkable Growth of Motilal Oswal Midcap Fund

Unveiling the Remarkable Growth of Motilal Oswal Midcap Fund

August 5, 2024 | 4 min read • 3395 views
What Is CAGR?

What Is CAGR?

August 13, 2024 | 4 min read • 3938 views
August 17, 2024 | 5 min read • 1858 views
The Power of Long-Term Investing - Part 1

Magic of Compounding in Long Term Investment

August 19, 2024 | 7 min read • 1717 views
The Power of Long Term Investing - Part 2

Power of Long Term Investing

August 21, 2024 | 6 min read • 1753 views
The Power of Long Term Investing - Final

The Power of Long Term Investing

August 26, 2024 | 6 min read • 2490 views
How to Invest in Index Funds: A Comprehensive Guide

Complete Guide to Index Fund Investing

August 29, 2024 | 6 min read • 2889 views
September 3, 2024 | 4 min read • 1650 views
September 9, 2024 | 6 min read • 2571 views
How to Select Mutual Funds Based on Investment Horizon: A Comprehensive Guide

A Guide to selecting Mutual Funds based on Investment Horizon

September 12, 2024 | 11 min read • 1862 views
Top ELSS Funds - 2024

Top ELSS Funds - 2024

September 16, 2024 | 7 min read • 1953 views
September 19, 2024 | 4 min read • 1698 views
Selecting Right Mutual Funds

Best Mutual Funds

September 23, 2024 | 6 min read • 1812 views
September 26, 2024 | 4 min read • 2433 views
Is the Motilal Oswal Midcap Fund the Right Investment for You?

Should you invest in the Motilal Oswal Midcap Fund

September 30, 2024 | 5 min read • 1636 views
October 4, 2024 | 5 min read • 1638 views
October 7, 2024 | 5 min read • 1592 views
Should You Consider Thematic & Sector Funds for Your Portfolio?

Should you invest in Thematic and Sector Funds

October 10, 2024 | 6 min read • 1806 views
October 14, 2024 | 5 min read • 1645 views
Which Investment Strategy Should You Choose

Pure Equity vs Asset Allocation

October 17, 2024 | 7 min read • 2032 views
October 21, 2024 | 5 min read • 2995 views
October 24, 2024 | 7 min read • 5154 views
October 26, 2024 | 7 min read • 1656 views
Should You Invest in NFOs or Existing Mutual Fund Schemes? A Detailed Guide

Detailed view on choice between NFO and Existing Mutual Funds

October 30, 2024 | 4 min read • 1900 views
November 4, 2024 | 6 min read • 1725 views
What is the 7-5-3-1 Rule

What is the 7-5-3-1 Rule?

November 7, 2024 | 6 min read • 3225 views
The Secret Behind SBI Contra Fund’s Outperformance

Is SBI Contra Funds a good buy ?

November 11, 2024 | 6 min read • 3904 views
November 14, 2024 | 5 min read • 2257 views
November 21, 2024 | 7 min read • 1763 views
What Is an Exit Load and how it works

What is an Exit Load ?

November 25, 2024 | 4 min read • 1468 views
Do Not Let Negative News Kill Your Investment in Mutual Funds

Do Not Let Negative News Kill Your Investment in Mutual Funds

November 28, 2024 | 4 min read • 2877 views
December 2, 2024 | 5 min read • 1571 views
December 6, 2024 | 3 min read • 1413 views
Should you invest in Canara Robeco Bluechip Equity Fund

Fund Review of Canara Robeco Bluechip Equity Fund

December 10, 2024 | 9 min read • 1764 views
Top Questions on investing in Mid and Small Caps

Top Questions on Mid and Small Caps

December 13, 2024 | 5 min read • 1249 views
December 18, 2024 | 5 min read • 1218 views
Sustainable Value: Harnessing Intrinsic Worth in Evolving Markets

Evolving Perspectives on Value: Navigating Intrinsic Worth in a Dynamic Market

December 18, 2024 | 5 min read • 1210 views
Riding the Waves of Volatility: Lessons from a Year of Policy Normalisation

Weathering the Storm: Thriving Amid Policy Shifts and Market Volatility

December 23, 2024 | 5 min read • 1666 views
ETFs in India: Transforming Investments with Simplicity and Efficiency

Understanding ETFs: A Comprehensive Guide with Context to the Indian Mutual Fund Industry

December 23, 2024 | 7 min read • 1222 views
Diversify Globally: Everything You Need to Know About International Funds

Investing in International Funds Through Mutual Funds: A Comprehensive Guide

January 2, 2025 | 5 min read • 1252 views
Silver: The Shining Investment of Tomorrow

Silver: The Shining Investment of Tomorrow

January 6, 2025 | 5 min read • 1335 views
XIRR vs CAGR Simplified: Unlocking Investment Insights

XIRR vs CAGR: Decode Your Investment Returns

January 9, 2025 | 5 min read • 1581 views
Understanding the Sharpe Ratio: A Guide for Investors

Understanding the Sharpe Ratio: A Guide for Investors

January 16, 2025 | 6 min read • 1153 views
Mastering Systematic Withdrawal Plans: Your Guide to Smart and Steady Mutual Fund Exits

Systematic Withdrawal Plan (SWP): A Comprehensive Guide

January 22, 2025 | 3 min read • 1057 views
Alpha and Beta: Unlocking the Secrets of Mutual Fund Performance

Alpha and Beta: Unlocking the Secrets of Mutual Fund Performance

January 23, 2025 | 4 min read • 989 views
Navigating Thematic Funds: Insights, Risks, and Performance Analysis

Navigating Thematic Funds: Insights, Risks, and Performance Analysis

January 24, 2025 | 4 min read • 1179 views
Grow Your SIP, Grow Your Wealth

Step-Up SIP: A Smart Way to Build Wealth Gradually

January 29, 2025 | 5 min read • 1084 views
ETFs Demystified: A Smart Investor’s Guide

A Comprehensive Guide to Exchange-Traded Funds (ETFs)

January 30, 2025 | 4 min read • 1044 views
Hybrid Funds: The Best of Both Worlds in Investing!

Hybrid Funds: A Comprehensive Guide to Types, Benefits, and Performance Comparison

February 3, 2025 | 5 min read • 1259 views
NAV 101: The Secret Sauce Behind Mutual Fund Valuation

Decoding NAV in Mutual Funds: A Beginner’s Handbook

February 6, 2025 | 4 min read • 1021 views
Bytes to Billions: Investing in India's Digital Vision

Investing in Digital India: A Thematic Approach to Mutual Funds

February 10, 2025 | 3 min read • 3782 views
Macaulay Duration: The Time Machine for Bonds

Understanding Macaulay Duration: A Comprehensive Guide

February 13, 2025 | 4 min read • 3545 views
Goal-Based Gains: Cracking the Code of Solution-Oriented Funds 🎯📈

Goal-Based Gains: Cracking the Code of Solution-Oriented Funds 🎯📈

February 17, 2025 | 5 min read • 3598 views
CAGR vs XIRR: The Battle of Returns

CAGR or XIRR? Pick the Right Growth Metric

February 17, 2025 | 4 min read • 5518 views
What is STP in Mutual Funds? A Smart Investment Strategy

What is STP in Mutual Funds? A Smart Investment Strategy

February 26, 2025 | 6 min read • 4027 views
February 26, 2025 | 5 min read • 5331 views
Flexi vs Multi Cap Funds: Play It Safe or Ride the Waves?

Flexi Cap vs Multi Cap Funds: Understanding the Differences

March 3, 2025 | 3 min read • 6317 views
Motilal Oswal Midcap Fund - Direct Plan - Growth: A Comprehensive Review

Motilal Oswal Midcap Fund - Direct Plan - Growth: A Comprehensive Review

March 6, 2025 | 4 min read • 4985 views
Liquid Funds: The Lazy Investor’s Shortcut to Smart Returns!

Liquid Funds – Your Emergency Cash Stash with a Bonus!

March 10, 2025 | 4 min read • 4944 views
Money Moves: Smart Investing for Every Life Stage

Investment Strategies for Different Life Stages: A Comprehensive Guide for Indian Investors

March 13, 2025 | 4 min read • 3383 views
Top-up SIP: Smart Investing That Grows With You!

Top-up SIP: A Comprehensive Guide

March 17, 2025 | 5 min read • 2112 views
ELSS Funds: The 3-Year Shortcut to Smarter Tax Saving

Equity Linked Savings Scheme (ELSS) Funds: A Comprehensive Guide

March 20, 2025 | 5 min read • 1796 views
Should You Continue or Stop Your SIPs? A Data-Driven Perspective

The SIP Dilemma: Ride the Waves or Exit Now?

March 25, 2025 | 5 min read • 1869 views
Decoding PE Ratio in Mutual Funds: Meaning, Types & Calculation Explained

PE Ratio Demystified: How to Value Mutual Funds Like a Pro

March 31, 2025 | 6 min read • 2024 views
Steady Hands in a Falling Market: Mutual Funds That Defied the Downturn

Funds That Outperformed During Market Corrections: An In-Depth Analysis

April 4, 2025 | 4 min read • 1890 views
Double Dipped in Gold? Why Your 'Low-Cost' Gold Mutual Fund Might Be Costing You More

Double Dipped in Gold? Why Your 'Low-Cost' Gold Mutual Fund Might Be Costing You More

April 8, 2025 | 4 min read • 5947 views
April 11, 2025 | 4 min read • 1573 views
Let Your Money Hustle While You Sleep

Seeds of Fortune: Planting the Right Investments for Every Timeline

April 18, 2025 | 5 min read • 1497 views
Why Compounding is the 8th Wonder of the Financial World

Mastering the Magic of Compounding: SIPs, Goals & Real Returns

April 22, 2025 | 3 min read • 1369 views
Pocket-Sized Wealth: SEBI’s Game-Changing Move to Democratize Mutual Funds

Can ₹250 Make You Wealthy? SEBI Thinks So—and Here’s Why

April 28, 2025 | 3 min read • 1588 views
The Rise of the Strategic Indian Investor How FY25 Marked the Shift from Aggressive Bets to Smart Wealth Building

The New Face of Indian Investors: A Story of Caution, Courage, and Calculated Bets

May 1, 2025 | 4 min read • 1668 views
From Piggy Banks to Portfolios: Investing in Mutual Funds for Children

How Can a Minor Invest in Mutual Funds in India?

May 5, 2025 | 5 min read • 1952 views
Mastering Mutual Fund Factsheets: A Complete Guide for Investors

Mutual Fund Factsheets Explained: The Only Beginner’s Guide You’ll Ever Need

May 12, 2025 | 5 min read • 2094 views
What is TREPS? Why Mutual Funds Rely on This Low-Risk Investment Tool

TREPS in Mutual Funds: The Secret Behind Safe and Liquid Investments

May 15, 2025 | 3 min read • 2092 views
Navigating Volatility with Vision: The Quant Active Fund Advantage

Quant Active Fund – Direct Plan – Growth: A Dynamic Multicap Strategy for Smart Investors

May 19, 2025 | 4 min read • 1896 views
Nippon India Large Cap Fund: A Long-Term Bet on India’s Blue-Chip Growth Story

Stability Meets Growth: Why Nippon India Large Cap Fund Deserves a Spot in Your Core Portfolio

May 26, 2025 | 4 min read • 1760 views
Smart Money Moves: Your Complete Guide to Debt Funds in India

Steady Gains, Safer Routes: Mastering Debt Fund Investing in India

May 31, 2025 | 4 min read • 2720 views
How AI and Data Analytics Are Transforming Mutual Fund Investing in 2025

Smart Funds, Smarter Tech: How AI Is Rewriting the Mutual Fund Playbook

June 3, 2025 | 3 min read • 2156 views
Quant Flexi Cap Fund: The Maverick of Mutual Funds?

Quant Flexi Cap Fund: Comprehensive Overview

June 18, 2025 | 4 min read • 920 views
Mutual Funds Lead India’s Biggest Stock Market Bargain Hunt in May

Blockbuster Buys: How Mutual Funds Turned Promoter Exits into ₹29,000 Crore Opportunities

June 20, 2025 | 4 min read • 1791 views
Silver ETFs Spark Investor Surge: Doubling AUM Despite Playing Second to Gold

Silver ETFs Spark Investor Surge: Doubling AUM Despite Playing Second to Gold

June 21, 2025 | 13 min read • 1552 views
14 Equity Mutual Funds Deliver Over 30% CAGR in 3 Years: A Deep-Dive Analysis

14 Equity Mutual Funds That Delivered Over 30% CAGR in 3 Years: A Comprehensive Analysis

June 24, 2025 | 3 min read • 1280 views
What is the 7-5-3-1 Rule in SIP? Build Long-Term Wealth with Mutual Funds

What is the 7-5-3-1 Rule in SIP? Build Long-Term Wealth with Mutual Funds

June 25, 2025 | 4 min read • 1234 views
Riding India’s Growth Curve: Kotak Business Cycle Fund Review for Long-Term Investors

Riding India’s Growth Curve: Kotak Business Cycle Fund Review for Long-Term Investors

June 27, 2025 | 5 min read • 1203 views
The Smart Investor's Blueprint: Building a Resilient Portfolio with Index Funds

The Smart Investor's Blueprint: Building a Resilient Portfolio with Index Funds

July 1, 2025 | 3 min read • 1355 views
Want ₹5 Crore in 20 Years? Here's the SIP Amount You Need to Invest Today

Want ₹5 Crore in 20 Years? Here's the SIP Amount You Need to Invest Today

July 2, 2025 | 6 min read • 1252 views
How Equity Mutual Funds Are Taxed in India: Complete Guide to Capital Gains, Dividends & Special Tax Scenarios

How Equity Mutual Funds Are Taxed in India: Complete Guide to Capital Gains, Dividends & Special Tax Scenarios

July 5, 2025 | 4 min read • 2466 views
Expense Ratio in Mutual Funds: The Hidden Cost That Impacts Your Wealth

Expense Ratio in Mutual Funds: The Hidden Cost That Impacts Your Wealth

July 9, 2025 | 3 min read • 1225 views
Beyond SIPs: Elevate Your Wealth with Specialized Investment Funds (SIFs)

Beyond SIPs: Elevate Your Wealth with Specialized Investment Funds (SIFs)

July 15, 2025 | 3 min read • 1493 views
Silver as an Investment in 2025: Hedge or Hype?

Is Silver a Shiny Trap or a Strategic Hedge? A Deep Dive

July 17, 2025 | 3 min read • 655 views
The One Mutual Fund That Fits Every Indian Investor's Goal

Why a Flexi-Cap Fund Belongs in Every Portfolio

July 18, 2025 | 5 min read • 1011 views
Lost ₹1 Lakh in F&O? Here’s What ETFs Could’ve Done Instead!

Lost ₹1 Lakh in F&O? Here’s What ETFs Could’ve Done Instead!

July 23, 2025 | 5 min read • 1880 views
Can This Small-Cap Fund Deliver 20%+ CAGR Over 5 Years? A Deep Dive

Can This Small-Cap Fund Deliver 20%+ CAGR Over 5 Years? A Deep Dive

July 29, 2025 | 4 min read • 1392 views
FPO Decoded: Everything You Need to Know About Follow-on Public Offerings

FPO Decoded: Everything You Need to Know About Follow-on Public Offerings

August 4, 2025 | 5 min read • 1822 views
The Hidden Risks of Switching to Top-Performing Mutual Funds Every Year

The Hidden Risks of Switching to Top-Performing Mutual Funds Every Year

August 13, 2025 | 4 min read • 1389 views
3 Mutual Fund Benefits You Probably Didn’t Know About

3 Mutual Fund Benefits You Probably Didn’t Know About

August 21, 2025 | 6 min read • 963 views
How NRIs Can Invest in India: A Complete Guide to Demat Accounts, Mutual Funds & GIFT City Opportunities

Explore how NRIs can invest in India through Demat accounts, mutual funds, and GIFT City. Learn about regulations, tax benefits, investment process, and opportunities for global investors

August 21, 2025 | 4 min read • 985 views
From Letters to Wealth: How Postmen Will Deliver India’s Mutual Fund Revolution

From Letters to Wealth: How Postmen Will Deliver India’s Mutual Fund Revolution

August 29, 2025 | 5 min read • 3787 views
The 10-5-3 Rule in Mutual Funds: A Practical Guide to Realistic Returns

Discover the 10-5-3 rule in mutual funds that explains expected returns from equity, debt, and savings instruments. Learn its meaning, detailed examples, pros and cons, inflation impact, and how Indian investors can apply it for long-term wealth creation

September 3, 2025 | 4 min read • 1703 views
Parag Parikh ELSS Tax Saver Fund (Direct – Growth) Review 2025

Parag Parikh ELSS Tax Saver Fund review 2025 – returns, portfolio, tax benefits, SIP growth, pros & cons. A top value-driven ELSS for Section 80C.

September 11, 2025 | 4 min read • 1562 views
Consolidated Account Statement (CAS): The Smartest Way to Track All Your Investments

Discover what a Consolidated Account Statement (CAS) is, how to download it, and why it’s the smartest way to track mutual funds, stocks, and demat holdings in one place.

September 16, 2025 | 4 min read • 1109 views
Alpha and Beta in Mutual Funds Explained with Examples for Smarter Investing

Learn what Alpha and Beta mean in mutual funds, how they measure performance and risk, and how to use them to choose the right investments

September 22, 2025 | 4 min read • 894 views
Are Debt Mutual Funds Really Safe? Hidden Risks Every Investor Must Know

Debt mutual funds are not risk-free. Learn about credit, interest rate, and liquidity risks with Indian examples like Franklin Templeton and IL&FS, plus a comparison with FDs

October 1, 2025 | 4 min read • 820 views
Why the Best Starter Fund May Not Be the Top Performer: The Psychology of Smarter Investing

Most new investors chase funds with the best past returns—but that often leads to disappointment. Discover why the best starter fund may actually be a “suboptimal” choice, and how psychology, patience, and consistency matter more than performance

October 9, 2025 | 5 min read • 647 views
Financial Goal Calculator: Turning Your Dreams into Real Numbers

Understand how a Financial Goal Calculator helps you plan your SIP or lumpsum investments smartly in Indian mutual funds. Learn with simple examples, inflation impact, realistic returns, and easy formulas to reach goals like education, home, or retirement

October 9, 2025 | 5 min read • 786 views
Focused Funds India 2025: A Smarter Way to Build Wealth

Learn what Focused Equity Funds are, how they work, their benefits, risks, and top-performing examples from Indian mutual funds like SBI, Axis, and Motilal Oswal. Discover whether this high-conviction strategy fits your long-term wealth goals

October 14, 2025 | 4 min read • 1272 views
This Focused Fund Quietly Outperformed the Nifty & Sensex

Comprehensive 2025 review of HDFC Focused Fund (Direct Plan): performance, SIP growth, risk metrics, fund manager insights, and whether it fits your long-term investment goals

October 22, 2025 | 5 min read • 1023 views
Personalized Wealth, Professional Management: Is PMS the Right Fit for You?

Wondering if PMS is right for you? Discover who should invest in Portfolio Management Services, when to consider it, and how to evaluate the right provider

November 3, 2025 | 5 min read • 1084 views
Is Jio BlackRock’s AI-Driven Flexi Cap Fund Worth the Hype? An Honest Analysis

Before investing in the Jio BlackRock Flexi Cap Fund, understand the truth about AI-assisted investing, market flexibility, and long-term risk. A must-read for investors eyeing the 2025 NFO

November 5, 2025 | 4 min read • 651 views
SEBI’s Crackdown on Pre-IPO Deals: Mutual Funds Can Now Only Invest in Anchor and Public Issues

The SEBI circular now stops mutual funds from participating in pre-IPO rounds. Here’s how it reshapes India’s IPO ecosystem — from fund strategy to investor risk

November 7, 2025 | 5 min read • 709 views
SEBI’s Brokerage Fee Shake-Up: How New Rules Could Reshape India’s ₹60-Lakh-Crore Mutual Fund Industry

SEBI is re-evaluating the cap on brokerage fees paid by mutual funds to brokers. Learn what this means for fund houses, brokers, and investors — and how it could reshape India’s asset management ecosystem in 2025.

November 12, 2025 | 5 min read • 4 views
Beyond Volatility: How the Ulcer Index Reveals True Mutual Fund Risk

Discover how the Ulcer Index measures downside risk in mutual funds better than traditional volatility metrics. Learn to identify funds that deliver smoother, low-stress performance