Topic
How to choose and compare mutual funds
Most fund selection starts and ends with last year return, which is the least reliable signal available. These pieces lay out the parameters that actually matter: portfolio quality, cost, consistency across cycles, and the difference between a fund that looks good and one that is built well. The aim is a framework you can apply yourself.
17 articles
Why we do not compare ourselves to the DIY platforms
Why a research-led distributor and a DIY execution platform are not the same product, and which investor each serves well.
How to think about a fund that has grown too big
Why a fund that grows too large can no longer pursue the mandate that made it good. How capacity works, why size erodes the edge,…
Why your 5-year SIP returned 8% when the fund returned 13%
Indian equity funds returned 19.1% a year over two decades; the average investor earned 13.8%. A close read of the 5.3 point beha…
The State of the Indian Mutual Fund Investor (2026)
A chart-led data report on Indian mutual fund investing: industry AUM, the SIP book, folio growth, and the behaviour gap, as of A…
Flexi-Cap Funds in 2023: Category Snapshot
A 2023 look at the flexi-cap mutual fund category: how flexi-cap funds work and what shaped the category. Figures reflect the ori…
Mid-Cap Funds in 2021: Category Snapshot
A 2021 look at the mid-cap mutual fund category, its risk profile, and how it fit a portfolio. Figures and funds named reflect th…
Small-Cap Funds in 2021: Category Snapshot
A 2021 snapshot of the small-cap mutual fund category and how to read small-cap risk and return. Figures and funds named reflect…
Large-Cap Funds in 2021: Category Snapshot
A 2021 snapshot of the large-cap mutual fund category and what defined it. Figures and any funds named reflect the original publi…
Multi-Cap Funds in 2021: Category Snapshot
A 2021 look at the multi-cap mutual fund category and how it was structured. Figures and any funds named reflect the original pub…
India vs International Returns: A 2020 Fund Study
A 2020 analysis of how international diversification shaped one popular flexi-cap fund’s returns. Figures reflect the original pu…
How to Analyse Your Mutual Fund Portfolio
A simple way to check whether your mutual fund portfolio is built to last or set up to disappoint you, before the next correction.
Why Chasing Top-Performing Funds Backfires
Why last year’s chart-topping mutual funds rarely repeat the feat, and what to look at instead when building a long-term portfoli…
How to Spot a Genuinely Strong Equity Fund
How to look past headline returns and judge whether an equity mutual fund is strong on the inside, through portfolio quality and…
How to Diversify a Mutual Fund Portfolio Properly
What real diversification looks like in a mutual fund portfolio, and the common mistakes that leave investors less diversified th…
Why a Fund’s Portfolio Matters More Than Its Returns
Why studying what a mutual fund actually holds tells you more about its future than its past returns ever will.
Beyond Past Returns: How to Pick an Equity Fund
If past returns are the wrong signal, what should you use to choose an equity mutual fund? A clearer, quality-led approach.
How to Compare Mutual Funds: A Practical Guide
How to compare mutual funds on the parameters that matter, quality, cost, and consistency, instead of chasing last year’s top per…