Learn all about Mutual Funds
What are Triggers in Mutual Fund?
May 26, 2026 | 11 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 | 12 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 The tax department does not look at it as “money invested” and “money withdrawn”.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 | 7 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 | 8 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.
What is the Treynor Ratio?
May 21, 2026 | 8 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.
How is the Sortino Ratio Calculated?
May 21, 2026 | 11 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.
What is the Role of Market Price vs iNAV in ETFs?
May 12, 2026 | 11 mins read
iNAV, also known as the Indicative Net Asset Value, is the near real-time value of an ETF calculated and published throughout the trading session. It is essentially an intraday estimate of the ETF’s NAV. Traditional mutual funds publish NAV only once a day, after markets close. ETFs, however, are designed for intraday trading. To support this, iNAV for ETF is updated at regular intervals, usually every 15 seconds, during market hours.
Understanding the Role of Asset Allocation in Mutual Fund Performance
April 24, 2026 | 6 mins read
When investing in mutual funds, selecting the right fund is just one part of the equation. A crucial yet often overlooked factor is asset allocation, which plays a significant role in determining the performance and risk profile of your investment. Asset allocation refers to the strategy of distributing your investment across various asset classes, such as equity, debt, gold, and real estate, to achieve the desired balance of risk and return.
How to Optimize Mutual Fund Returns
April 24, 2026 | 5 mins read
Mutual funds are a good investment option for creating wealth over the long term. However, despite being professionally managed, some funds may still not produce the returns you expect from them. Here’s where mutual fund return optimization can help. With just a few strategies, you can increase the chances of getting optimal returns on your investment. Wondering how to optimize mutual fund returns? Here’s a quick look at some simple techniques you can use.
What is the Role of AMFI in Mutual Funds?
March 30, 2026 | 11 mins read
For those considering investing in mutual funds, understanding the ecosystem that governs and supports this investment category can help you make informed decisions. One of the central institutions in India’s mutual fund market is the Association of Mutual Funds in India (AMFI). You might have come across the name while researching mutual funds or while speaking to financial advisers. In this blog, you will gain understanding of AMFI meaning, its structure, its role in mutual fund investing and why it matters for Indian investors.
How Contingent Deferred Sales Charges (CDSC) Work in Mutual Funds?
March 20, 2026 | 12 mins read
For many people investing in mutual funds, the focus is usually on returns, asset allocation, and risk levels. However, the cost structure of a mutual fund plays an equally important role in determining your final gains. Charges such as expense ratios, exit loads, and sales charges directly reduce the value of your investment. One such cost, which many investors are unfamiliar with, is the contingent deferred sales charge, commonly referred to as CDSC.
What Is a Discount to NAV?
March 12, 2026 | 11 mins read
When you invest in mutual funds or exchange traded funds, the Net Asset Value (or NAV) plays a central role in determining whether you are buying at a fair price. However, in many market situations, especially with ETFs and closed-ended funds, the market price does not always match the NAV. This gap between the NAV and the market price is known as a discount to NAV or, in some cases, a premium to NAV.