What is IDCW in Mutual Funds? IDCW is an abbreviation for “Income Distribution cum Capital Withdrawal.” As per SEBI Circular no: SEBI/HO/IMD/DF3/CIR/P/2020/194, dated October 05, 2020,… Read More »IDCW in Mutual Funds – IDCW vs Growth Which is Better
Recently a friend asked me about how exit load in SIP is calculated. Before we can answer it, let’s understand a bit about the exit… Read More »Exit Load in SIP – How to Calculate It In Mutual Fund Schemes?
Allow me to tell you a story about why I’m writing an article on the topic of mutual fund charges. Recently, I met a worried senior… Read More »Mutual Fund Charges – Declutter The myths About The Transaction Charges [Guide]
First, I’ll explain what prompted me to explore the idea of index funds vs ETFs. Both are very similar products. But I wanted to know that… Read More »Index Funds Vs ETFs: What is The Difference and Which is Better?
Capture ratio is one of the most understandable financial-ratio in which we (small investors) can gauge a mutual fund’s return from a perspective. I’ll tell… Read More »Capture Ratio: It digs deeper into Mutual Fund’s Performance
Let’s start with the most basic question. Why compare two mutual funds? It’s done to know which fund is better for investing. But such a… Read More »How to Compare Mutual Funds? Which Parameters To Use for Comparison
There is a need for people to know about direct plan offered by mutual fund companies. What is the need? In good old days, mutual… Read More »Direct Plan: Difference between Regular and Direct Plans of Mutual Funds
Sharpe ratio is a measure of risk-adjusted returns generated by mutual funds. Looking at ‘returns’ through the filter of ‘risk’ is advisable for investors. What… Read More »Sharpe Ratio: One can Use It To Pick Best Mutual Funds
Systematic Transfer Plan (STP) is a useful tool like Systematic Investment Plan (SIP). SIP has become a synonym for mutual fund investing. People prefer buying mutual… Read More »Systematic Transfer Plan (STP): Way To Invest Lump Sum Money [Mutual Fund]
Fist things first, ELSS is NOT a savings plan. It is an investment plan which is equity-heavy, with a lock-in period. Hence offers moderate risk.… Read More »ELSS Fund: It is The Best Tax Saving Scheme [2021]
You can check my mutual fund calculator here. It has been coded to help beginners to estimate ‘how much to invest’ for a financial goal.… Read More »Mutual Fund Calculator: Estimate Monthly Contribution For Investment Growth
If you are a beginner who wants to start a mutual fund investment, you have landed on the right page. In this mutual fund guide, we will… Read More »Mutual Fund Investment Basics: A Comprehensive Guide For Beginners [2021]