Learn all about Mutual Funds
Understanding Blue Chip Mutual Funds in India
July 9, 2026 | 9 mins read
Many investors look for stability when they enter equity markets. Large companies with strong financials often provide that stability. Mutual funds that invest primarily in such companies are known as blue chip mutual funds. Although the actual name, based on SEBI norms, are different, blue chip mutual funds is a moniker that is commonly used by some investors
What are hedge funds? What do hedge fund managers do?
July 8, 2026 | 5 mins read
Hedge funds are privately structured investment vehicles that pool capital from accredited or institutional investors. This pooled capital is invested across equities, currencies, commodities, and other asset classes using advanced strategies such as long/short positions, leverage, arbitrage and derivatives like swaps.
Types of Mutual Fund Charges Investors Should Know in India
July 3, 2026 | 11 mins read
Mutual funds provide a convenient route to participate in financial markets through professionally managed portfolios. However, investing in these funds also involves certain costs. These charges cover fund management, administration, distribution, and operational expenses. For investors, understanding mutual fund charges is essential, as these costs directly affect overall returns.
What Are Fixed Income Mutual Funds?
July 3, 2026 | 10 mins read
Not every investor enters the market seeking rapid gains or dramatic portfolio growth. For many people, especially those closer to financial milestones such as retirement or income planning, stability becomes just as important as return potential. Investments that provide predictable income and relatively lower volatility can play a crucial role in maintaining balance in a portfolio. This is where fixed income mutual funds become particularly relevant. These funds invest primarily in debt instruments rather than equities.
When Smart Beta Works Better Than the Nifty
June 10, 2026 | 5 mins read
Smart beta funds are rule-based strategies that sit between pure passive and fully active investing. Instead of simply tracking a market-cap weighted index like the Nifty 50, they follow a transparent set of rules to tilt towards certain attributes or ‘factors’ such as value, quality, momentum, or low volatility.
Innovation Funds Explained: A New-Age Way to Invest
June 8, 2026 | 8 mins read
Over the past decade, the way businesses operate and compete has evolved rapidly. Technologies such as artificial intelligence, cloud computing, digital payments, and biotechnology are transforming industries and creating new economic opportunities. As an investor, you can participate in this shift through innovation funds, which focus on companies driving technological and business transformation. These funds invest in businesses developing advanced products and new technologies. They also focus on companies with disruptive business models that could shape the future of various sectors.
What is the Treynor Ratio?
May 27, 2026 | 7 mins read
When you invest in mutual funds, stocks, or any market-linked instrument, returns alone do not tell the full story. Two funds may deliver similar returns, yet the amount of risk taken to achieve those returns could be very different. As an investor, especially in India, where market participation has increased sharply over the last few years, you need tools that help you judge whether the risk you are taking is justified.
What are Triggers in Mutual Fund?
May 26, 2026 | 8 mins read
A trigger in mutual fund investing lets you decide the condition under which your investment is no longer just about picking a scheme and starting a SIP. Most investors today want more say in when their money goes in and why it goes in at that time. This is exactly where advanced features offered by brokers come into the picture. One such feature, which is slowly gaining attention, is the trigger facility in mutual funds.
What is the FIFO method in Mutual Funds?
May 25, 2026 | 9 mins read
Investing money in mutual funds is convenient for most investors. You pick a fund, start a SIP or invest a lump sum, and then let it run. Confusion occurs when you decide to take some money out. That is when taxes come into the picture, often in ways investors do not expect. When you redeem mutual fund units, the transaction is not treated as one simple sale. The tax department does not look at it as “money invested” and “money withdrawn”. Instead, it follows a fixed rule to decide which units are sold first. This rule is called the FIFO method.
What are Large Cap stocks?
May 21, 2026 | 4 mins read
The market capitalisation of a company is the total value of its outstanding shares that are publicly traded. Stocks of companies listed on the exchanges can be classified based on their market capitalisation into three different types, namely, large cap, mid cap, and small cap stocks. Among these three categories, large cap stocks are in high demand because they generate stable returns (being market leaders) and provide both capital appreciation and dividend income. Let us find out more about large cap stocks, their benefits and we’ll also look at the list of top large cap stocks in India.
Direct vs Regular Mutual Funds
May 21, 2026 | 6 mins read
In the intricate landscape of mutual funds, investors often have to choose between direct plan vs regular plan, each bearing distinct characteristics that can significantly impact their financial outcomes. In this blog, we embark on a detailed exploration of the direct vs regular mutual fund conundrum, unravelling the finer points and implications to equip you with the insights needed to make a well-informed decision.
How does point-to-point Returns work in Mutual Funds?
May 21, 2026 | 7 mins read
When people invest in mutual funds, usually, their top concerns are how much returns they are earning and whether the return aligns with their financial goals. As an investor, you are often shown multiple return figures on fund factsheets, investment platforms, and distributor dashboards.
How to Read an R-squared for a Mutual Fund?
May 21, 2026 | 8 mins read
When investors evaluate a mutual fund, most of their attention usually goes to its returns. They may look at 1-year, 3-year, or 5-year performance and compare it with similar funds. While returns are important, they alone do not explain how a fund behaves or what drives its movements. This is where R-squared becomes useful.
How is the Sortino Ratio Calculated?
May 21, 2026 | 10 mins read
When you invest your money, returns alone do not give you the full picture. You also need to understand how much risk you are taking to earn those returns. For retail investors, this aspect holds importance because the financial goals are often time-bound and closely linked to life milestones such as buying a house, funding education, or planning retirement. This is where risk-adjusted performance metrics play a crucial role.
What is Information Ratio (IR) in Mutual Funds? Meaning & How to Use It
May 13, 2026 | 10 mins read
Choosing a mutual fund is rarely as simple as picking the one with the highest return. Many funds show strong numbers for a short period, yet fail to deliver steady performance when market conditions change. As an investor, you are not only paying for returns but also for decision-making quality and discipline.