Mutual Fund

What risks should Indian investors consider before investing in sectoral or thematic mutual funds focused on specific industries and opportunities?

Indian investors in sectoral or thematic mutual funds face risks like high concentration, market cyclicality, sharp volatility, and regulatory changes.…

What are the latest trends influencing mutual fund investments in India, including SIP growth, AUM expansion, market volatility, and investor participation?

India’s mutual fund industry is witnessing record growth, with AUM surpassing ₹75 lakh crore and SIP inflows touching an all-time…

The Significance of a Benchmark Index Like Nifty or Sensex in Evaluating Mutual Fund Performance and Investment Success?

Mutual funds have become one of the most popular investment avenues for retail and institutional investors in India. With increasing…

In the June quarter, mutual funds recorded 1.67 crore new SIP additions, with Groww emerging as leader adding 42 lakh.

The Indian mutual fund industry is witnessing a remarkable transformation. In the quarter ending June 2025, the sector experienced record-breaking…

What role does a fund manager play in managing mutual fund portfolios and how does their expertise impact overall fund performance?

A fund manager plays a pivotal role in managing mutual fund portfolios, driving investment decisions, asset allocation, risk management, and…

Are liquid funds a smart and reliable option for short-term savings and emergency needs?

Liquid funds are a smart and reliable choice for short-term savings and emergencies. They offer better returns than savings accounts,…

What factors should one evaluate when choosing a mutual fund, such as risk tolerance, investment horizon, and expense ratio?

When choosing a mutual fund in India, align it with your financial goal, investment horizon, and risk appetite, using tools…

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…