Select Category for: Mutual Funds

November 20, 2025 | 4 min read • 51 views
What Is Indexation in Mutual Funds? A Complete, Simple & Updated Explanation

Learn indexation in mutual funds with simple examples. Understand benefits, CII calculation, old vs new tax rules, LTCG impact, and who still gets indexation in 2025

November 15, 2025 | 5 min read • 471 views
Motilal Oswal Small Cap Fund – Direct Plan: A Complete 2025 Analysis for Long-Term Investors

A complete 2025 review of Motilal Oswal Small Cap Fund – Direct Plan covering performance, portfolio, risk, tax rules, suitability, and long-term investment outlook

November 12, 2025 | 5 min read • 765 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

November 7, 2025 | 5 min read • 883 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 5, 2025 | 4 min read • 957 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 3, 2025 | 5 min read • 1336 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

October 22, 2025 | 5 min read • 1121 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

October 14, 2025 | 4 min read • 1351 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 9, 2025 | 5 min read • 892 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 9, 2025 | 5 min read • 723 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