mutual fund riskometer explained: how to read risk levels before investing
The mutual fund riskometer is a dial that appears on every scheme's documents and factsheet. It...
Mutual Funds
tax on gifts of shares and mutual funds in india: rules for givers and receivers ?
A parent who bought shares at ₹100 and gives them to an adult child when the market price is...
How to Read a Mutual Fund Investment Factsheet Before Investing ?
A mutual fund factsheet is a document that comes out every month. It is published by the fund...
How Many Mutual Funds Should You Have in Your Portfolio for Diversification?
The instinct to add another fund often comes from a good place. The investor reads about a...
Startup ESOP Success Stories: How Employee Equity Can Create Long-Term Wealth ?
Before 2025 ESOPs in startups were often dismissed as paper wealth. Employees held options for...
Mutual Fund Nomination: How to Add, Change or Update a Nominee ?
A mutual fund folio is an asset. Like any asset a mutual fund folio needs a plan for what happens...
What Should Investors Check When a Mutual Fund Changes Its Fund Manager ?
The name of a fund manager is written at the top of every factsheet. That name is the thing...
Mutual Fund Exit Load Explained: When Do You Pay It and How Is It Calculated?
A fund's net asset value tells you how much one unit is worth. It does not show how much will be...
What Is Long Term Capital Gains Tax on Mutual Funds? Rates, Rules & How to Calculate
long term capital gains tax applies when mutual fund units are sold after a holding period. for...
How can I build a simple diversified ETF portfolio using popular US ETFs?
understanding the case for us etfs diversification goes beyond buying a few domestic stocks...
What Is AUM in Mutual Funds and Why Does It Matter ?
AUM means Assets Under Management. it is the total value of all the money and investments a mutual...
Why Two Mutual Funds With Similar Returns Can Have Very Different Risks ?
two funds. same category. same return. different risk. this is not a glitch. it is how investing...
Which factors should I consider when choosing an Indian equity savings fund for long-term goals?
equity savings funds are not designed to deliver equity-like returns with debt-like comfort. they...
How Often Should You Review a Mutual Fund’s Portfolio ?
there is no single rule that fits everyone. the right frequency depends on the investment horizon,...
how to invest in private equity funds in india ?
Private equity investments in India are primarily made through SEBI-registered Alternative...
how mutual funds benefits in taxation ?
mutual funds offer several tax advantages over other investment options. the benefits are not...
What Happens If You Redeem Mutual Funds Before One Year ?
redeeming mutual funds before one year triggers two things. higher taxes. and possibly an exit...
what is debt equity fund ?
a debt equity fund is not a single category. it is a hybrid fund. it invests in both stocks and...
What Should You Check When a Mutual Fund Underperforms Its Benchmark ?
a single year of underperformance is rarely enough reason to exit a mutual fund. even two years...
How Much Does a Higher Expense Ratio Actually Cost Your Mutual Fund Returns ?
the expense ratio is the annual fee charged by a mutual fund. it covers fund management,...
