Topic

Mutual fund basics

The fundamentals, explained without jargon. What the different fund types are, what subject to market risk actually means, how plan options differ, and the vocabulary every investor needs before putting money to work. Start here if you are new, or use it to fill the gaps.

10 articles

Portfolio · 7 min

Understanding India’s Asset Management Industry

How asset management companies make money, why the AMC business model is attractive, and what it means for mutual fund investors.

Must read · 5 min

Should You Invest in a New Fund Offer (NFO)?

What a New Fund Offer actually is, why it is not like an IPO, and the questions to ask before investing in one.

Fund selection · 2 min

Growth vs Dividend Plan: Which Should You Choose?

Why the growth option usually beats the dividend (IDCW) option in a mutual fund, and the tax and compounding reasons behind it.

FAQ · 4 min

How NRIs Can Invest in Indian Mutual Funds

A practical guide to what a non-resident Indian needs, from KYC to account types, to invest in Indian mutual funds.

MF investing · 2 min

A Disciplined Way to Choose Mutual Funds

A walkthrough of a research-led, disciplined approach to choosing mutual funds the right way, rather than chasing recent performa…

Must read · 5 min

Types of Mutual Funds in India, Explained

The main types of mutual funds in India by SEBI classification, equity, debt, hybrid and solution-oriented, explained simply for…

Must read · 10 min

Mutual Fund Terms Every Investor Should Know

The essential mutual fund vocabulary, NAV, AUM, expense ratio, exit load and more, explained in plain language for beginners.

Must read · 7 min

Debt and Hybrid Mutual Funds: A Beginner’s Guide

The main types of debt and hybrid mutual funds in India and how they differ, explained for investors building their first portfol…

Must read · 5 min

‘Subject to Market Risk’: What It Really Means

What the disclaimer that mutual funds are subject to market risk actually means for your money, and how to think about that risk…

Must read · 7 min

Why Invest in Equity Mutual Funds?

The case for equity mutual funds in a long-term Indian portfolio, the role they play, and the risk you take on to earn those retu…