May 2025

How much SIP should we do for how many years so that we get Rs 1 crore at maturity.

To accumulate ₹1 crore at maturity through a Systematic Investment Plan (SIP), you need to carefully consider three main factors:…

What were the long-term impacts of previous India-Pakistan conflicts on the mutual fund industry

Previous India-Pakistan conflicts caused only short-term volatility and market corrections in mutual funds, but markets rebounded quickly. Long-term industry growth…

What are equity, debt, hybrid, index, and sectoral mutual funds, how do they differ in risk, return, investment strategy, and which suits different investor goals?

Mutual funds are pooled investment vehicles that allow investors to buy shares in a diversified portfolio of securities, such as…

How does a positive alpha indicate a mutual fund manager’s ability to outperform the market?

A positive alpha in mutual funds signifies that the fund manager has delivered returns exceeding the benchmark index, adjusted for risk. This…

How do actively managed mutual funds compare to passively managed ones regarding strategy and costs?

Actively managed and passively managed mutual funds represent two distinct approaches to investing, each with its own strategies, costs, and…

What is the Sharpe Ratio? How is it calculated? Why is it important in mutual fund evaluation and risk-adjusted returns?

What is the Sharpe Ratio? How is the Sharpe Ratio Calculated? The Sharpe Ratio is calculated using the following formula:…

What is NAV in mutual funds, how is it calculated, and what impact does it have on investor returns?

NAV, or Net Asset Value, is a critical concept in mutual funds. It represents the per-unit value of a mutual…

What is SIP in mutual funds and how does it benefit investors with disciplined investing?

A Systematic Investment Plan (SIP) is a popular and convenient method of investing in mutual funds, especially for individuals looking to build long-term…

What is a mutual fund, and how does it pool money from investors to invest in various securities?

A mutual fund is a professionally managed investment vehicle that collects money from numerous investors and invests that combined pool into a…

What are the key benefits and risks associated with investing in mutual funds compared to individual stocks or other investment vehicles?

Investing in mutual funds is a popular choice for both novice and experienced investors. While mutual funds offer several advantages such as…