2025

What is the current condition of mutual funds in India regarding returns, risks, investor sentiment, and market performance?

The current condition of mutual funds in India reflects mixed trends. Equity mutual funds saw strong inflows in FY25, with…

How does taking a loan against mutual funds work, and what are the key risks involved for investors in this process?

A loan against mutual funds is a type of secured loan where the borrower pledges units of mutual fund schemes…

How does the Sharpe ratio quantify a mutual fund’s risk-adjusted return by comparing its excess return over the risk‑free rate to its volatility?

The Sharpe ratio measures a mutual fund’s risk-adjusted return by comparing its excess return (fund return minus risk-free rate) to…

Did mutual funds and FIIs invest significantly in telecom, financial, and service sectors in May as block deals surged?

May 2025 marked a significant turning point in the Indian equity markets, with institutional investors demonstrating unprecedented enthusiasm across multiple…

Which is better for long-term wealth creation among mutual funds, recurring deposits, fixed deposits, PPF, and EPF, and why?

Long-term wealth creation is a core financial goal for most individuals. Whether you are planning for retirement, your child’s education,…

How does Asset Under Management (AUM) in Indian mutual funds influence fund size, investor confidence, performance, and market perception?

Asset Under Management (AUM) refers to the total market value of the investments that a mutual fund manages on behalf…

What are the returns delivered by the 32 equity mutual funds in India that completed 25 years in 2024?

In 2024, 32 equity mutual funds in India reached the significant milestone of completing 25 years. These funds, spanning categories…

Should the COVID-19 situation in 2025 impact mutual fund investments, considering recent market volatility and fund performance trends?

The COVID-19 situation in 2025 has created an environment of heightened uncertainty and volatility in global financial markets. Despite these…

How does the expense ratio of a mutual fund impact the overall returns earned by investors over time?

When it comes to long-term wealth creation, individuals face a variety of choices, each with its own set of advantages,…

Can increasing your SIP contributions in mutual funds over time significantly enhance compounding and help you build greater long-term wealth?

Yes, increasing your SIP (Systematic Investment Plan) contributions over time—commonly referred to as a SIP top-up—can significantly enhance the power…