Mutual Funds — From Zero to Pro
Everything about mutual funds in India. From basics to advanced portfolio construction.
What is a Mutual Fund?
Learn what mutual funds are, how they work, and why millions of Indians use them.
Types of Mutual Funds
Equity, debt, hybrid — understand every type available in India.
How NAV Works
Net Asset Value, unit allotment, and why lower NAV ≠ cheaper fund.
How to Start Investing in Mutual Funds
KYC, platform selection, first investment — step by step.
What is SIP and How Does it Work?
Rupee cost averaging, compounding, step-up SIP, and common mistakes.
Understanding Returns — XIRR, CAGR, Absolute
Three ways returns are measured and when to use each.
How to Read a Fund Factsheet
Expense ratio, AUM, risk measures, and fund manager analysis.
Large Cap, Mid Cap, Small Cap — Which is Right?
Compare risk, return, and volatility across market cap categories.
Index Funds vs Active Funds
When index funds win, when active managers add value.
ELSS — Tax-Saving Mutual Funds
Save up to ₹46,800 in taxes with ELSS under Section 80C.
Debt Mutual Funds Explained
Liquid, corporate bond, gilt — when to use debt funds.
How to Build a Mutual Fund Portfolio
Core-satellite approach, ideal fund count, sample portfolios.
International Mutual Funds
Invest in Apple, Google from India. Currency risk and SEBI caps.
Mutual Fund Taxation — Complete Guide
STCG, LTCG, tax-loss harvesting — everything post Budget 2024.
Advanced Strategies — SWP, Step-Up SIP
SWP for retirement, step-up SIP, STP, rebalancing strategies.