Select Category for: Mutual Funds

Rolling Returns vs Point-to-Point Returns : Which Mutual Fund Metric Actually Wins?
August 11, 2026 14 min read • 22 views

Rolling Returns vs Point-to-Point Returns : Which Mutual Fund Metric Actually Wins?

Confused between rolling returns and point-to-point returns? Here's a data-backed, SEBI/AMFI-aligned breakdown of which metric Indian mutual fund investors should actually trust before investing

Nifty Next 50 Index: Should You Invest? Full 2026 Return, Risk & Valuation Guide
August 7, 2026 10 min read • 70 views

Nifty Next 50 Index: Should You Invest? Full 2026 Return, Risk & Valuation Guide

Should you invest in the Nifty Next 50 index in 2026? Explore its returns, volatility, valuation, sector mix and downside risk versus the Nifty 50

Special Opportunities Funds: The Tactical, High-Conviction Route to Wealth Creation
July 27, 2026 9 min read • 117 views

Special Opportunities Funds: The Tactical, High-Conviction Route to Wealth Creation

Special Opportunities Funds chase alpha from mergers, demergers & policy shifts. Explore India's ₹40,800 Cr category — top funds, returns, risks & who should invest in 2026

The Most Promising REITs & InvITs in 2026: A Data-Backed Analysis (SEBI Reform Edition)
July 27, 2026 10 min read • 492 views

The Most Promising REITs & InvITs in 2026: A Data-Backed Analysis (SEBI Reform Edition)

A data-backed 2026 breakdown of India's top REITs and InvITs — yields, occupancy, SEBI's equity reclassification, and risk profiles to guide smarter income investing

Alpha vs Beta Funds in India (2026): Smart Beta, Fund Manager Skill & How to Pick Winning Mutual Funds
July 24, 2026 13 min read • 259 views

Alpha vs Beta Funds in India (2026): Smart Beta, Fund Manager Skill & How to Pick Winning Mutual Funds

Alpha vs Beta funds explained for Indian investors — what they measure, how Smart Beta funds work, SEBI's benchmarking rules, and how to use both metrics to pick mutual funds that actually deserve your money

Cost Inflation Index, Decoded The Real Story Behind Your Mutual Fund Tax Bill
July 15, 2026 8 min read • 217 views

Cost Inflation Index, Decoded The Real Story Behind Your Mutual Fund Tax Bill

What is the Cost Inflation Index, and does it still lower your mutual fund tax bill? Get the latest CBDT-notified CII figures for FY 2025-26, the indexation formula, and worked examples for Indian equity and debt fund investors

The Foreign Door Is Almost Shut — But 10 Funds Are Still Letting Investors In
July 9, 2026 6 min read • 526 views

The Foreign Door Is Almost Shut — But 10 Funds Are Still Letting Investors In

A regulatory ceiling on overseas investing has quietly closed the door on most global mutual funds in India. Here's exactly which ones remain open, why the rest went dark, and how to invest wisely in what's left

ACTIVE vs. PASSIVE INVESTING Which Strategy Actually Wins the Long Game?
July 2, 2026 9 min read • 236 views

ACTIVE vs. PASSIVE INVESTING Which Strategy Actually Wins the Long Game?

Active vs. passive investing compared: real SPIVA performance data, true costs, tax impact, and a practical framework to help you decide which strategy — or blend — fits your financial goals

Motilal Oswal Nasdaq Q 50 ETF (MONQ50) Review 2026: Performance, Holdings & Risk Analysis
July 2, 2026 8 min read • 217 views

Motilal Oswal Nasdaq Q 50 ETF (MONQ50) Review 2026: Performance, Holdings & Risk Analysis

In-depth, fact-checked review of Motilal Oswal Nasdaq Q 50 ETF (MONQ50) — returns, expense ratio, top holdings, sector mix, tracking error and risk profile, sourced from official AMC and Nasdaq data

Index Funds and the Indian Investor: Seven Persistent Myths — Separated from Market Evidence
June 22, 2026 8 min read • 357 views

Index Funds and the Indian Investor: Seven Persistent Myths — Separated from Market Evidence

A data-driven examination of seven misconceptions about index fund investing in India — drawing on SPIVA India 2025, SEBI disclosures, and long-run market research — covering portfolio overlap, fee drag, market efficiency, and behavioural underperformance

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