Articles in “Investing” category

742 articles.

2026 (742)

  • Buyback taxation: the 2024 deemed-dividend reform

    From 1 October 2024 the Finance (No. 2) Act 2024 taxed buyback proceeds as deemed dividend in the shareholder's hands at slab rate under Section 2(22)(f), with …

  • Corporate-action adjustments on F&O contracts

    How NSE adjusts F&O strike prices, lot size and positions for stock splits, bonus issues, extraordinary dividends, mergers and rights, via the adjustment …

  • Cross-currency derivatives on Zerodha

    Cross-currency futures and options on Zerodha: EURUSD, GBPUSD and USDJPY on NSE, contract specs, the missing INR leg, lot sizes, margins, and how they differ …

  • Do Not Exercise (DNE) option

    Do Not Exercise let brokers stop exercising close-to-money option strikes. NSE discontinued DNE for CTM strikes from 14 October 2021 after STT was rationalised …

  • F&O ban period restrictions

    During an F&O ban only delta-reducing trades are allowed. Fresh or increasing positions attract a daily penalty of 1% of the breach, minimum Rs 5,000, and …

  • FinNifty futures on Zerodha

    Nifty Financial Services (FinNifty) futures on Zerodha: index composition, lot size, Tuesday expiry, cash settlement, and the November 2024 discontinuation of …

  • Follow-on public offer (FPO) on Zerodha

    A follow-on public offer (FPO) is a listed company's further sale of shares to the public under SEBI ICDR 2018. How dilutive and OFS FPOs differ, and how to …

  • How to read IPO subscription data

    IPO subscription data is the times-subscribed figure per category. This explains what QIB, NII, RII and reserved multiples mean, live versus final, what they …

  • How to track upcoming and live IPOs on Zerodha

    Zerodha lists upcoming, live, and closed IPOs at zerodha.com/ipo and in the Kite IPO window. This evergreen guide explains how to read the tracker: status, …

  • IPO investor categories: retail, HNI, QIB, and the reserved tranches

    The investor categories in an Indian IPO: retail up to Rs 2 lakh, NII or HNI above it, QIB, anchor, employee, and shareholder, with SEBI ICDR reservation and …

  • Kite stock SIP overview

    A Kite stock SIP is a recurring buy of equities or ETFs from a saved basket on Zerodha. It places real delivery orders on schedule and skips a cycle if funds …

  • MCX vs international price disparity

    Why MCX crude, gold, silver and natural gas prices diverge from CME, COMEX, NYMEX and Henry Hub: rupee-dollar, import duty, the day-night session gap and …

  • Midcap Nifty futures on Zerodha

    Nifty Midcap Select (Midcap Nifty) futures on Zerodha: the 25-stock midcap index, lot size, Tuesday expiry, cash settlement, and the November 2024 …

  • Nifty 50 futures contract specifications

    Nifty 50 futures on NSE as traded through Zerodha: lot size, tick size, three serial monthly contracts, Tuesday expiry, cash settlement, and the margin to hold …

  • Nifty Next 50 futures on Zerodha

    Nifty Next 50 futures on Zerodha: the index of companies ranked 51 to 100, lot size, Tuesday expiry, cash settlement, and the liquidity caveats that distinguish …

  • NRI IPO applications and rights issues

    How NRIs apply for IPOs and rights issues in India: the NRE and NRO route, UPI ASBA availability, repatriable versus non-repatriable basis, and the FEMA …

  • Option premium

    Option premium is the price the buyer pays and the seller receives, made of intrinsic value plus time value. Covers Kite premium credit and debit, the Greeks, …

  • Risks of F&O trading on Zerodha

    The real risks of futures and options on Zerodha: leverage, unlimited loss on short options, gap risk, margin calls, physical settlement, and the SEBI evidence …

  • Small-HNI vs big-HNI: the NII split in an Indian IPO

    The NII category splits into small HNI, Rs 2 to 10 lakh, taking one-third, and big HNI, above Rs 10 lakh, taking two-thirds, after the 2022 SEBI reform with …

  • Social Stock Exchange on Zerodha

    The Social Stock Exchange on NSE and BSE: Zero Coupon Zero Principal instruments, who can list and invest, the minimum application, and applying through Zerodha …

  • Stock futures lot size on NSE

    How NSE sets single-stock futures lot sizes to a roughly Rs 15 to 20 lakh contract value, when lot sizes are revised, freeze quantity, and where to check the …

  • Stock SIP frequencies on Kite

    How stock SIP frequencies work on Kite. Daily, weekly, fortnightly, and monthly cadence come from the dates you select, with holiday and insufficient-funds …

  • Stock-option restrictions near expiry

    Near expiry, Zerodha applies a physical-delivery margin ramp on ITM stock options from expiry minus four days, blocks fresh deep-ITM and illiquid stock options, …

  • The 'order cannot be modified as it is being processed' message on Kite

    What 'order cannot be modified as it is being processed' means on Zerodha Kite: the order is in transit to the exchange, the modification lock, and whether to …

  • The role of registrars and transfer agents in the IPO process

    A registrar to an issue fixes the basis of allotment, processes applications, runs the refund and unblock cycle, and publishes the allotment status. The …

  • The stop-loss trigger price not within the exchange permissible range error

    Why Kite rejects a stop-loss when the trigger and limit price gap exceeds the exchange permissible range: the LPP band, tick size, correct side of LTP, and a …

  • The trigger and limit price mismatch error on SL orders

    The trigger-and-limit-price mismatch error on Kite means the SL order's prices are the wrong way round: a buy SL needs trigger at or below limit, a sell SL …

  • Time taken to list after an IPO closes (T+3)

    How long an IPO takes to list after the issue closes: the SEBI mandatory T+3 timeline, day by day, from close to allotment, demat credit, and listing.

  • Weekly currency options on Zerodha

    Weekly USDINR options on Zerodha: Friday expiry, lot size, the underlying-exposure documentation rule for large positions, liquidity, margins and settlement on …

  • Why a market order is rejected on an F&O contract with no trades

    Why Kite rejects a market order on an F&O contract with no trades: the no-LTP rule, illiquid far strikes, and the limit order that executes like a market order.

  • Why fresh buying of Sovereign Gold Bonds is blocked on Kite

    Fresh SGB buying is blocked on Kite because the RBI stopped issuing new tranches; existing series trade only on the illiquid secondary market, and some demat …

  • Why IPO shares show average cost N/A on Kite

    Allotted IPO shares often show average cost N/A on Kite until they list. This explains the demat-credit and listing timing behind it, when the cost populates, …

  • Why limit orders placed far from the LTP are rejected on Kite

    Zerodha blocks limit orders in stock and index options placed 50% to 150% away from the LTP to prevent freak trades, while the exchange runs its own …

  • Why market orders are blocked for ETFs in the first two minutes

    Zerodha blocks market and SL-M orders for some ETFs from 9:15 to 9:17 AM because of thin opening liquidity, where a market order can fill far from the fund's …

  • Why MIS is blocked for FINNIFTY contracts on Zerodha

    Why Kite shows 'MIS (Intraday) is blocked for this FINNIFTY contract': the 20,000-quantity open-interest threshold, illiquidity, expiry-day margins and the NRML …

  • Why scrips enter the F&O ban

    A stock enters the F&O ban when market-wide open interest crosses 95% of its MWPL, and leaves when it falls below 80%. The MWPL is the lower of 15% of free …

  • Zerodha IPO charges

    Applying for an IPO on Zerodha is free: zero brokerage, no ASBA or UPI fee. The charges arrive when you sell the listed shares: STT, the DP debit, and statutory …

  • How to tender shares in a buyback on Zerodha

    Step-by-step guide to tendering shares in a buyback offer on Zerodha Kite: eligibility, the tendering process, acceptance ratio, tax treatment after Finance Act …

  • Buyback and tender offers on Zerodha

    Share buyback and tender offers on Zerodha: SEBI framework, tender offer process via Kite, buyback tax treatment under Section 115QA, and key investor.

  • How to improve IPO allotment chances

    What genuinely improves IPO allotment odds under SEBI's lottery: one application per PAN, applying at cut-off, family PANs, minimum-lot maths, and avoiding …

  • The clearing corporation fund-allocation email explained

    The email or SMS from NSE Clearing or ICCL reports how your broker has allocated your funds segment-wise at the clearing corporation, a SEBI safeguard. Here is …

  • The weekly statement of funds and securities from the exchange

    NSE, BSE and MCX email you a weekly statement of funds and securities so you can cross-check your broker. Here is how to read it and why it comes from the …

  • What happens after an IPO bid is placed

    The full IPO lifecycle after you bid: UPI mandate approval, funds blocked, exchange forwarding, subscription, basis of allotment, demat credit, refund and …

  • Why the blocked amount is unchanged after modifying an IPO bid

    Why the blocked IPO amount does not change after you modify a bid: the UPI mandate holds the maximum value at cut-off, and the bank blocks only the incremental …

  • Why Zerodha runs separate apps instead of one super-app

    Zerodha keeps Kite, Console, Coin, Varsity, Pulse and Nudge as separate products to avoid bloat, serve distinct users, and feed an open Kite Connect ecosystem.

  • Zerodha account closure charges

    Zerodha charges nothing to close a trading and demat account, including closure-cum-transfer of holdings. You clear any debit balance first; AMC stops on …

  • Zerodha economic event reminder email and notification

    Zerodha's economic event reminder email and push notification come from the Remind Me feature on the Kite economic calendar. Set at 8:30 AM on the event day.

  • Zerodha weekly statement email

    Zerodha emails a weekly statement of funds and securities to every client, an exchange-mandated record of ledger balances, holdings and pending settlement …

  • Indian retail brokers comparison

    Comparison of major Indian retail stockbrokers by brokerage, fees, segments, mobile app, API, and SEBI SCORES complaints ratio.

  • 20-level market depth on Kite

    The 20-level market depth feature on Kite shows 20 bid and 20 ask levels of the NSE order book, expanding the default 5-level view. Explains availability, …

  • Nifty 500 index fund

    A Nifty 500 index fund covers about 92 per cent of NSE free-float market cap in one holding. Per-fund TER and AUM table, methodology, tax and how to choose.

  • CPSE ETF

    CPSE ETF is a Government of India exchange-traded fund launched in 2014 that tracks the Nifty CPSE Index, a basket of central public sector enterprise shares. …

  • Cut-off time rules for mutual fund transactions

    SEBI's cut-off time rules determine which business day's NAV applies to a mutual fund transaction. Covers the 3 pm cut-off for equity and non-liquid debt …

  • Exchange-traded funds (ETFs) in India

    Exchange-traded funds in India are mutual fund schemes whose units trade on stock exchanges. Covers the structure, the creation-redemption and Authorised …

  • FMCG and consumption mutual fund

    What an FMCG fund and a consumption fund are, how the Nifty FMCG and Nifty India Consumption indices differ, the major schemes with dated TER and AUM, the SEBI …

  • Mahindra Manulife Mutual Fund

    Mahindra Manulife Mutual Fund is the 51:49 JV between Mahindra Finance and Manulife, managing about Rs 29,590 crore as of June 2025.

  • Nifty 100 Index Fund

    A Nifty 100 index fund tracks the top 100 NSE companies, about 65 per cent of free-float market cap. Per-fund TER and AUM table, methodology, tax and how to …

  • Nifty 50 ETF

    What a Nifty 50 ETF is, a full list of the main Nifty 50 ETFs in India with dated expense ratios and AUM, how to buy one through a broker, and how ETFs compare …

  • Nifty BeES

    Nifty BeES (Nifty Benchmark Exchange Traded Scheme) was the first exchange-traded fund launched in India, on 28 December 2001, tracking the Nifty 50 Index. …

  • Nifty Midcap 150 Index Fund

    Compare every Nifty Midcap 150 index fund by expense ratio, AUM and inception, with index methodology, the price-return versus total-return distinction, and …

  • Nifty Next 50 index fund

    A Nifty Next 50 index fund tracks the 51st to 100th largest Indian companies, the emerging large caps. The funds, the Nippon India Junior BeES FoF, TER, PR vs …

  • Nifty Smallcap 250 Index Fund

    Compare every Nifty Smallcap 250 index fund by expense ratio, AUM and inception, with index methodology, drawdown history, the active small-cap debate, and …

  • PSU mutual fund (Public Sector Undertaking equity scheme)

    A PSU mutual fund is a thematic equity scheme that invests primarily in Public Sector Undertaking (PSU) stocks. Covers the SEBI thematic categorisation, the …

  • Taurus Mutual Fund

    Taurus Mutual Fund is one of India's oldest private AMCs, set up in 1993, now among the smallest at about Rs 874 crore as of March 2025.

  • Index funds in India

    Index funds in India are passive open-ended mutual funds that replicate a SEBI-recognised index. Covers history from 1998, the SEBI passive-fund framework, …

  • Arbitrage fund vs liquid fund for short-term parking

    Arbitrage funds and liquid funds are both used for short-term cash parking in India but differ in strategy, risk, liquidity, and tax treatment. Arbitrage funds …

  • Association of Mutual Funds in India (AMFI)

    AMFI is the industry body and self-regulatory organisation for mutual funds in India, established in 1995 to develop the industry, enforce codes of conduct, and …

  • History of Mutual Funds in India (1963 to 2026)

    A comprehensive history of mutual funds in India from the establishment of UTI in 1963 through liberalisation, private-sector entry, the regulatory overhaul of …

  • How to apply in a rights issue on Zerodha

    Step-by-step guide to applying for a rights issue on Zerodha via ASBA or the exchange platform: entitlement, renunciation, tax treatment, and common errors.

  • How to handle a fractional share entitlement

    Guide to fractional share entitlements arising from bonus issues, stock splits, rights issues, mergers, and demergers on Zerodha: cash settlement, tax …

  • How to handle a merger or demerger on Zerodha

    Guide to understanding how a merger or demerger affects your Zerodha holdings: share swap ratio, new share credit, cost allocation, tax treatment, and what to …

  • How to participate in a bonus issue on Zerodha

    Step-by-step guide to receiving bonus shares on Zerodha: record date, eligibility, credit timeline, tax treatment, and what to do if bonus shares are not …

  • How to participate in a capital reduction on Zerodha

    Guide to a capital reduction under Section 66 of the Companies Act 2013 on Zerodha: types of reduction, NCLT process, cash return to shareholders, tax …

  • How to participate in a delisting offer on Zerodha

    Step-by-step guide to participating in a voluntary delisting offer on Zerodha: reverse book building, floor price, discovered price, exit window, and tax …

  • How to participate in a scheme-of-arrangement event on Zerodha

    Guide to a scheme of arrangement under Section 230 of the Companies Act 2013 on Zerodha: NCLT process, shareholder voting, share swap, tax treatment, and …

  • How to participate in a stock split on Zerodha

    Step-by-step guide to a stock split on Zerodha: ex-date eligibility, share credit timeline, tax implications, and what to do if split shares are not credited.

  • How to participate in a takeover or spin-off on Zerodha

    Guide to handling a takeover (SEBI SAST open offer) or corporate spin-off (demerger) on Zerodha: investor options, share credit process, swap ratio, and tax …

  • How to participate in an OFS on Zerodha

    Step-by-step guide to bidding in an Offer for Sale (OFS) on Zerodha Kite: eligibility, bidding process, cut-off price, allotment, and tax treatment.

  • How to receive and reinvest a dividend on Zerodha

    Guide to receiving dividends on Zerodha: record date eligibility, bank credit timeline, TDS deduction, DRIP alternatives, and how to reinvest dividends in …

  • How to tender shares in an open offer on Zerodha

    Step-by-step guide to tendering shares in a SEBI SAST open offer on Zerodha: eligibility, the tendering process via Kite, settlement, and capital gains tax.

  • Large-cap fund vs index fund in India

    Active large-cap funds vs Nifty 50, Nifty 100 and Sensex index funds: SPIVA India 2024 underperformance data, the TER gap and the SEBI large-cap definition.

  • Mutual fund industry in India

    History, structure, regulation, and growth of the mutual fund industry in India, from 1963 UTI origins to a 45-AMC landscape managing about Rs 80 lakh crore.

  • Nippon India Mutual Fund

    Nippon India Mutual Fund is a listed AMC sponsored by Nippon Life of Japan, formerly Reliance Mutual Fund, with QAAUM of Rs 7.25 lakh crore (March 2026 …

  • Rolling returns vs trailing returns in mutual funds

    Trailing returns measure a fund's performance from a fixed past date to today. Rolling returns measure performance over many overlapping periods of the same …

  • SBI Mutual Fund

    SBI Mutual Fund is India's largest AMC, with QAAUM of Rs 12.50 lakh crore (Dec 2025). Run by SBI Funds Management, an SBI and Amundi joint venture.

  • Tata Mutual Fund

    Tata Mutual Fund is the SEBI-registered Tata group AMC, sponsored by Tata Sons and Tata Investment Corporation, with QAAUM of about Rs 2.30 lakh crore (March …

  • Unit Trust of India

    Unit Trust of India (UTI) was India's first mutual fund, established by Parliament in 1963, and bifurcated in 2003 into SUUTI and the SEBI-registered UTI Mutual …

  • Bombay Stock Exchange (BSE)

    BSE, founded in 1875, is Asia's oldest stock exchange, home to the SENSEX index, and one of two national exchanges regulated by SEBI in India.

  • CDSL (Central Depository Services Limited)

    CDSL, established in 1999 and listed on BSE in 2017, is India's second securities depository and holds the largest demat account base, about 18 crore accounts …

  • Demat account

    A demat account holds securities in electronic form in India. Learn its history, structure, depositories, eligibility, fees, and recent reforms.

  • F&O segment on Zerodha

    Futures and options trading on Zerodha: product codes, margin types, SEBI framework, brokerage, expiry mechanics, and tax treatment.

  • ITR-3 (Income Tax Return)

    ITR-3 is the Indian income tax return form for individuals and HUFs with business or professional income, including traders with F&O activity treated as.

  • National Stock Exchange of India (NSE)

    NSE is India's largest stock exchange by trading volume, established in 1992, operating NIFTY 50 and pioneering electronic, anonymous order-matching in.

  • NSDL (National Securities Depository Limited)

    NSDL, established in 1996, is India's first and largest securities depository, holding dematerialised equity, debt, and mutual fund units for over 3.

  • Reserve Bank of India (RBI)

    The Reserve Bank of India is India's central bank, established in 1935 under the RBI Act 1934, responsible for monetary policy, banking supervision, and.

  • Securities and Exchange Board of India (SEBI)

    SEBI is India's statutory capital market regulator, established in 1992 under the SEBI Act to protect investors and develop the securities market.

  • Securities Transaction Tax (STT)

    Securities Transaction Tax (STT) is India's transaction-level levy on listed securities trades, introduced by the Finance Act 2004 and last revised upward...

  • Zerodha vs 5paisa

    A neutral comparison of Zerodha and 5paisa across brokerage charges, platforms, segments, mutual funds, and regulatory standing in India.

  • Zerodha vs Angel One

    A neutral comparison of Zerodha and Angel One across brokerage charges, platforms, advisory services, segments, and SEBI regulatory data.

  • Zerodha vs Dhan

    A neutral comparison of Zerodha and Dhan across brokerage charges, platform features, F&O tools, API access, and regulatory standing in India.

  • Zerodha vs Edelweiss

    A neutral comparison of Zerodha and Edelweiss Broking across brokerage charges, wealth management, research, platforms, and regulatory standing in India.

  • Zerodha vs Fyers

    A neutral comparison of Zerodha and Fyers across brokerage charges, charting platforms, API access, segments, and regulatory standing in India.

  • Zerodha vs Groww

    A neutral, data-driven comparison of Zerodha and Groww across brokerage charges, account types, platforms, segments, and SEBI complaint data.

  • Zerodha vs HDFC Securities

    A neutral comparison of Zerodha and HDFC Securities across brokerage charges, platform features, account types, segments, and SEBI regulatory data.

  • Zerodha vs ICICI Direct

    A neutral comparison of Zerodha and ICICI Direct across brokerage charges, account types, platform features, segments, and SEBI regulatory data.

  • Zerodha vs IIFL Securities

    A neutral comparison of Zerodha and IIFL Securities across brokerage charges, research, wealth management, platform features, and regulatory standing.

  • Zerodha vs Kotak Securities

    A neutral comparison of Zerodha and Kotak Securities across brokerage charges, account types, platforms, and regulatory standing in India.

  • Zerodha vs Motilal Oswal

    A neutral comparison of Zerodha and Motilal Oswal across brokerage charges, research quality, wealth management, platforms, and regulatory standing.

  • Zerodha vs Paytm Money

    A neutral comparison of Zerodha and Paytm Money across brokerage charges, mutual fund access, platforms, and regulatory standing in India.

  • Zerodha vs SBI Securities

    A neutral comparison of Zerodha and SBI Securities across brokerage charges, three-in-one account, platform features, and regulatory standing in India.

  • Zerodha vs Sharekhan

    A neutral comparison of Zerodha and Sharekhan across brokerage charges, account types, research services, platforms, and regulatory standing.

  • Zerodha vs Upstox

    A neutral, data-driven comparison of Zerodha and Upstox across brokerage charges, platforms, segments, API access, and SEBI complaint data.

  • Tickertape screener

    Tickertape's stock screener filters Indian equities by valuation, growth, profitability, and technical criteria. The filters, how to use it, and free vs Pro.

  • Tickertape vs Trendlyne vs Screener.in

    Compare the three major Indian stock research platforms: Tickertape, Trendlyne, and Screener.in. Strengths, weaknesses, and which to pick.

  • Tickertape (equity research and screener platform)

    Tickertape is a Zerodha-backed equity research and screener platform. How to log in at tickertape.in, the screener, scorecard, and portfolio analytics tools.

  • 52-week high and low on the Kite marketwatch

    The 52-week high and 52-week low on the Kite market depth panel show the highest and lowest traded prices over the rolling past year. Explains the methodology, …

  • Absolute and percentage change from open on Kite

    How Kite computes and displays the absolute and percentage change of LTP from the day's open price. Explains the field, the toggle, and how it differs from …

  • Average price on the Kite market depth

    The 'Average price' on the Kite market depth panel is the volume-weighted average price (VWAP) of all trades during the day. Explains how it is calculated, why …

  • Bond YTM calculator

    Yield to maturity (YTM) calculator for bonds. Formula, manual computation example, and how Zerodha displays it.

  • Briefcase symbol on Kite

    The briefcase symbol on a Kite marketwatch scrip row indicates the user holds shares in that instrument. Explains the icon, when it appears, and how it differs …

  • Calculate G-Sec returns

    How to compute G-Sec returns: yield to maturity, current yield, and effective annual return. With Indian retail examples.

  • Collateral (equity) on Kite

    Equity collateral on Kite is the haircut-adjusted value of equity holdings pledged for F&O margin. Explains the haircut framework, eligible scrips, and the …

  • Collateral (liquid funds) on Kite

    Liquid fund collateral on Kite is the haircut-adjusted value of liquid debt mutual fund units pledged for F&O margin. Lower haircut than equity; counts as …

  • Commodity info widget on the Kite marketwatch

    The commodity info widget on Kite surfaces MCX-segment data (gold, silver, crude oil, natural gas, base metals, agri) alongside equity. Covers contract …

  • Credit from T1 holdings unavailable on the same day on Kite

    Why the sale proceeds from a T1 holding (shares bought today not yet settled) cannot be used the same day for new buys on Kite. Explains the T+1 settlement …

  • Dashboard and funds calculation flow on Kite

    The order in which Kite computes the funds-page values: starts from cash and pledged collateral, subtracts margin used, accounts for premium credits, and shows …

  • Day's change in absolute and percentage on Kite

    The day's change column on the Kite marketwatch shows the move from previous close in both absolute (rupees) and percentage terms. Explains the calculation, …

  • Day's P&L on Holdings: how Kite calculates it

    How the Day's P&L column on the Kite Holdings tab is calculated. Covers the previous-close formula, end-of-day adjustments, corporate-action handling, and the …

  • Delivery margin field on Kite

    The delivery margin field on the Kite funds page reflects the additional margin held against open F&O positions in their last few days before physical …

  • Delivery shares under Positions on the same day on Kite

    Why CNC delivery purchases can briefly appear under the Positions tab on the buy day before settling into Holdings. Explains T1 lifecycle and the difference …

  • Delivery volume percentage on the Kite marketwatch

    Delivery volume percentage on Kite shows the share of total volume that resulted in actual demat-account delivery rather than intraday squareoff. Explains the …

  • Dirty price vs clean price buy average

    Difference between dirty price (settlement price) and clean price (quoted price) for G-Secs. How Zerodha computes your buy average.

  • Event tag on the Kite marketwatch

    What the event tag on a Kite marketwatch scrip row means: corporate action indicator covering dividends, splits, bonus, rights, mergers and AGM dates. Explains …

  • F&O LTP change on Positions before market opens on Kite

    Why an F&O contract's LTP on the Kite Positions tab can change before the market opens. Explains overnight settlement, post-market session, and the difference …

  • G-Sec nomenclature

    How to read G-Sec names like '7.18 GS 2033'. Decoded: coupon rate, instrument type, and maturity year.

  • GoldenPi corporate bonds platform

    GoldenPi is a retail-focused platform for corporate bonds in India. Coverage spans AAA to lower-rated issues, perpetual bonds, and NCDs.

  • Holdings value differs between Console and Kite

    Why the total holdings value on Zerodha Console can differ from the total on Kite. Covers settlement-stage handling, mutual fund vs equity differences, and …

  • Intraday P&L on Kite web

    How the intraday P&L total on Kite web is computed across closed positions during the day. Covers Day view aggregation, realised vs unrealised, and the …

  • Intraday profits from yesterday on Kite

    Why intraday profits earned today are not immediately available for next-day trading. Covers the settlement cycle, peak margin framework, and SEBI's intraday …

  • Kite Holdings tab explained

    Comprehensive reference on the Kite Holdings tab: what it shows, how P&L is calculated, the difference from Positions, T1 holdings, pledge status, mutual fund …

  • Kite Positions tab explained

    Reference on the Kite Positions tab: intraday and F&O positions, day-wise P&L, conversion to CNC, position grouping, and the difference from Holdings.

  • Kite widget on Android

    The Kite Android home-screen widget shows live marketwatch quotes without opening the app. Explains widget sizes, scrip configuration, refresh frequency, and …

  • LTP difference between Holdings and marketwatch on Kite

    Why the LTP on the Kite Holdings tab can differ from the LTP on the marketwatch row for the same scrip. Covers refresh timing, exchange dual-listing, and …

  • LTP difference between marketwatch and chart on Kite

    Why the LTP on the Kite marketwatch can briefly differ from the LTP shown on the chart for the same scrip. Covers tick-update frequency, bar-aggregation lag, …

  • Margin available, used and cash on the Kite funds page

    The three core fields on the Kite funds page: margin available, margin used, and cash. Explains the calculation, the relationship to F&O margin, and how the …

  • Margin on exit calculation on Kite

    How Kite calculates the margin released when you close an open position. Explains the SPAN recalculation, partial-close handling, and the cash impact.

  • Margin required on the Kite order window

    The margin-required field on the Kite order ticket shows the SPAN + exposure margin a trade will consume before you place it. Explains the calculation, the …

  • Market depth view on Kite

    Market depth on Kite shows the 5-level bid-ask order book for any tradable instrument. Explains how to open the depth panel, read the bids and asks, and use …

  • Minimum stock SIP amount on Kite

    Minimum SIP investment amounts for equity SIPs on Kite. Explains how the threshold is determined by the scrip's price and the lot-size handling for ETFs.

  • Multiple offers at the same price in an auction

    How NSE / BSE allocate quantity when multiple sellers offer at the same price in an auction. Covers time-priority tie-breaking, pro-rata allocation, and the …

  • Mutual fund holdings on Kite

    How mutual fund holdings appear on Kite as a summary view. Explains the relationship between Kite and Coin, what is editable, and where the canonical MF …

  • Option premium credit on Kite funds

    When you sell an option, the premium received is credited to your Kite funds account. Explains the credit timing, the relationship to margin, and how it counts …

  • P symbol on the Kite Holdings page

    The P symbol on a Kite Holdings row indicates that the shares are pledged as collateral against a margin loan or F&O margin requirement. Explains the icon, the …

  • P&L change after 3:30 PM on Kite

    Why the Kite Holdings or Positions P&L can change after the equity market closes at 15:30 IST. Covers bhav copy lag, late corporate actions, and back-office …

  • Pay-in funds explained on Kite

    Pay-in is the process of adding funds to your Zerodha trading account. Explains the funding methods (UPI, IMPS, NEFT, RTGS), settlement timelines, and SEBI's …

  • Positions P&L vs funds gains differences on Kite

    Why the P&L shown on the Kite Positions tab can differ from the gain reflected in the funds account balance. Covers settlement timing, charges deduction, and …

  • Realised vs unrealised profit calculation on Kite

    How Kite distinguishes realised (booked) from unrealised (mark-to-market) profit. Covers FIFO accounting, average cost computation, and the tax-treatment …

  • Redesigned marketwatch on Kite web

    Overview of the redesigned marketwatch on Kite web: tabbed watchlists, 250-instrument cap, inline action icons, depth panel, and the differences from the legacy …

  • SDL vs T-Bills vs G-Secs: comparison

    Compare State Development Loans (SDL), Treasury Bills, and dated Government Securities. Covers issuer, tenor, coupon, yield, risk, and tax.

  • Sold holdings bought back same day on Kite

    Why selling a holding and then buying back the same scrip on the same day produces a complicated set of P&L and STT consequences on Kite. Covers BTST, intraday …

  • Sold stocks shown as negative positions on Kite

    Why a sold stock shows as a negative quantity on the Kite Positions tab. Explains intraday shorts, futures shorts, options shorts, and the difference from a …

  • SPAN and exposure margin on Kite

    SPAN and exposure are the two components of the initial margin for F&O contracts. Explains how each is calculated, when they change intraday, and the …

  • Sticky order window on Kite

    The sticky order window option on Kite keeps the order ticket open after submitting an order, ready for the next entry. Useful for rapid scaling in / out during …

  • T1 above shares on Holdings on Kite

    The T1 flag above the Qty on a Kite Holdings row indicates shares bought today but not yet settled. Comprehensive reference on T+1 settlement, sale eligibility, …

  • Tickertape financial-data scorecard

    Tickertape's scorecard summarises each Indian stock across Performance, Valuation, Growth, Profitability, Entry/Exit, and Red Flags.

  • Tickertape MMI (Market Mood Index)

    Tickertape's Market Mood Index (MMI) is a composite indicator of greed vs fear in Indian equity markets. Construction, interpretation, and limits.

  • Tickertape Pro features

    Tickertape Pro subscription unlocks advanced screening, deeper financial data, and exclusive tools. Pricing and feature breakdown.

  • Tickertape stock-comparison feature

    How Tickertape's stock comparison tool lets investors compare multiple Indian stocks side-by-side across financial and qualitative metrics.

  • Tijori sector-deep research

    Tijori Finance specialises in sector / industry-deep equity research. Coverage, methodology, and how it differs from broader research tools.

  • Tijori vs Tickertape

    Compare Tijori Finance (sector-deep) with Tickertape (stock-level breadth). Both Rainmatter-backed but serve different use cases.

  • What is Wint Wealth

    Wint Wealth is a fixed-income investment platform offering covered bonds, asset-backed securities, and high-yield debt to retail investors.

  • Wint Wealth covered bonds explained

    Covered bonds on Wint Wealth: structure, collateral pool, dual recourse, ratings, and risks for retail investors.

  • Wint Wealth fixed-income product types

    Product range on Wint Wealth: covered bonds, senior secured bonds, structured ABS, and corporate bonds for retail investors.

  • 12 AM to 12:15 AM previous candle missing (Kite)

    Reference explanation of why the 12 AM to 12:15 AM previous-session candle can appear missing on Zerodha Kite charts. Covers session timing, pre-open data, and …

  • AMFI biometric discontinuation (Circular 27)

    AMFI Circular 27 discontinued the biometric capture requirement for the Know Your Distributor (KYD) process, simplifying the ARN application workflow. Covers …

  • Angel One Mutual Funds platform

    Angel One Mutual Funds is the mutual fund distribution arm of Angel One Limited, one of India's largest discount broking firms by client count. Covers the …

  • ARN renewal process

    ARN renewal is the periodic re-certification of the AMFI Registration Number, required every 3 years for individual and corporate distributors. Covers the CPE …

  • ARN: AMFI Registration Number

    The AMFI Registration Number (ARN) is the licence issued by the Association of Mutual Funds in India to individuals and entities authorised to distribute or …

  • ASBA for mutual fund subscriptions

    ASBA (Application Supported by Blocked Amount) was historically used for IPO applications but has limited application in mutual funds. Covers the framework, the …

  • AUM categorisation

    AUM categorisation refers to the bucketing of mutual fund schemes by Assets Under Management (AUM) size, used by AMFI, industry analysts, and investors for …

  • Average holding period in Indian mutual funds

    Average holding period for Indian mutual fund investors is approximately 4 to 7 years, varying by scheme category and investor segment. Covers the trends, the …

  • Average SIP ticket size in India

    Average SIP ticket size in Indian mutual funds is approximately Rs 2,000 to 4,000 per month, with substantial variation across investor segments. Covers the …

  • Bank-led mutual fund distribution

    Bank-led distribution accounts for approximately 25 to 30% of Indian mutual fund distribution by AUM, leveraging banks' large retail-customer bases. Covers the …

  • Bonus units in mutual funds

    Bonus units are additional mutual fund units issued by an AMC to existing unit holders proportional to their holdings, similar to a stock bonus issue. Covers …

  • BSDA Lite: Basic Services Demat Account Lite

    BSDA Lite (Basic Services Demat Account Lite) is a SEBI-introduced demat account structure for small investors, with reduced or waived annual maintenance …

  • Candle info on ChartIQ (Kite)

    Reference explanation of the candle info display on ChartIQ engine of Zerodha Kite. Covers the OHLC info panel, crosshair behaviour, and the display …

  • Capture ratios in mutual funds

    Capture ratios are mutual fund performance metrics that measure how much of a benchmark's upside (Upside Capture Ratio) and downside (Downside Capture Ratio) a …

  • CDMDF: Corporate Debt Market Development Fund

    The Corporate Debt Market Development Fund (CDMDF) is a SEBI-conceptualised industry-funded backstop facility designed to provide liquidity to corporate debt …

  • ChartIQ 8 features overview (Kite)

    Reference overview of ChartIQ 8 features available on Zerodha Kite. Covers new chart types, improved theming, performance enhancements, and the migration from …

  • Charts differ across Kite platforms

    Reference explanation of why charts on Zerodha Kite web, Kite app, and Kite-embedded products can show slightly different values or layouts. Covers data-feed …

  • China-focused mutual fund (India)

    A China-focused mutual fund is an Indian international fund category that provides exposure to Chinese equity markets (A-shares and H-shares). Covers the …

  • Close-ended, Interval, and Open-ended schemes

    Indian mutual funds are categorised by trading structure into open-ended, close-ended, and interval schemes. Covers the operational differences, the SEBI …

  • Continuous-chart data for futures (Kite)

    Reference explanation of continuous-chart data for futures on Zerodha Kite. Covers Panama back-adjustment, contract rollover, and the implications for …

  • Cooling-off period in mutual funds

    A cooling-off period in mutual funds is a short window after subscription during which an investor can withdraw without exit load or other transaction costs. …

  • Corporate actions overlaid on Kite charts

    Reference explanation of corporate action overlays on Zerodha Kite charts. Covers dividends, splits, bonus, rights, merger demerger markers, and the …

  • CPR pivot derivation on Kite

    Reference explanation of Central Pivot Range (CPR) computation on Zerodha Kite charts. Covers the three levels (Pivot, BC, TC), the formula, and the daily / …

  • CRISIL Liquid Index

    The CRISIL Liquid Fund Index is the principal Indian benchmark for liquid and money-market mutual funds, tracking a basket of short-tenor government and …

  • Day-range blue line on Kite charts

    Reference explanation of the day-range blue line on Zerodha Kite intraday charts. Covers the previous-close marker, the current-session range visualisation, and …

  • Debt MF vs FD: comparative analysis (post-2023)

    The Debt Mutual Fund vs Bank Fixed Deposit comparison was materially changed by the April 2023 debt-MF taxation reform that removed indexation. Covers the …

  • Dematerialisation and Rematerialisation of mutual fund units

    Dematerialisation converts physical mutual fund unit holdings into electronic demat-account form, while rematerialisation reverses the process. Covers the …

  • Direct plan adoption in India

    Direct plan adoption in Indian mutual funds has accelerated since the 2013 SEBI mandate, with direct plans now accounting for over 50% of industry AUM. Covers …

  • Direct plan portals comparison: Coin vs Groww vs Kuvera vs MFU

    The Indian direct-plan portal landscape includes broker-affiliated platforms (Zerodha Coin, Groww), pure-play direct distributors (Kuvera, ET Money), and …

  • Direct vs Regular plan TER

    The direct plan vs regular plan TER differential is the structural cost difference between two share classes of every Indian mutual fund scheme. Direct plans …

  • Dividend reinvestment (historical)

    Dividend reinvestment was a mutual fund option that allowed dividend distributions to be automatically reinvested in scheme units rather than paid out in cash. …

  • eKYC via Aadhaar OTP for mutual funds

    eKYC via Aadhaar OTP enables Indian residents to complete mutual fund KYC instantly using their Aadhaar number and a one-time password. Covers the framework, …

  • ELSS marquee case studies

    Indian ELSS (Equity Linked Savings Scheme) marquee case studies include Mirae Asset Tax Saver Fund, Axis ELSS Tax Saver Fund, and Quant Tax Plan. Covers the …

  • EM-focused mutual fund (India)

    An EM-focused (Emerging Markets) mutual fund is an Indian international fund category that provides exposure to emerging-market equities outside India, …

  • eMandate / NACH for SIPs

    eMandate and NACH (National Automated Clearing House) mandates are the traditional infrastructure for recurring mutual fund SIP debits in India. Covers the …

  • Equity MF vs PMS vs AIF: comparative analysis

    Equity Mutual Fund, Portfolio Management Services (PMS), and Alternative Investment Fund (AIF) are the three principal tiers of Indian pooled-equity investment …

  • ESG and sustainable investing in Indian MFs

    ESG (Environmental, Social, Governance) investing has emerged as a significant theme in Indian mutual funds, with multiple AMCs offering ESG-themed equity …

  • EUIN: Employee Unique Identification Number

    The Employee Unique Identification Number (EUIN) is the AMFI-issued identifier carried by individuals employed by corporate-ARN mutual fund distributors. The …

  • Europe-focused mutual fund (India)

    A Europe-focused mutual fund is an Indian international fund category that provides exposure to European equity markets. Covers the structure (Fund-of-Funds …

  • Forgotten folios and the MITRA framework

    Forgotten folios are dormant mutual fund holdings where investors or legal heirs have lost track. The MITRA framework provides industry-coordinated retrieval. …

  • FPI as mutual fund investor

    Foreign Portfolio Investors (FPIs) are SEBI-registered foreign institutional investors who participate in Indian capital markets including mutual funds. Covers …

  • Fund of Funds: debt

    A debt Fund of Funds (FoF) is an Indian mutual fund scheme that invests in units of other debt mutual fund schemes rather than holding bonds directly. Covers …

  • Fund of Funds: domestic equity

    A domestic equity Fund of Funds (FoF) is an Indian mutual fund scheme that invests in units of other domestic equity mutual fund schemes rather than holding …

  • Fund of Funds: gold

    A gold Fund of Funds (FoF) is an Indian mutual fund scheme that invests in units of gold ETFs rather than holding physical gold directly. Covers the structure, …

  • Gilt fund with 10-year constant duration

    A Gilt fund with 10-year constant duration is a SEBI-defined debt mutual fund category that invests in Government securities maintaining a portfolio Macaulay …

  • Groww Mutual Funds platform

    Groww Mutual Funds is the mutual fund distribution arm of Groww, one of India's largest direct-investment platforms by user count. Covers the direct-plan-only …

  • Historical data for expired F&O on Kite

    Reference explanation of historical data availability for expired F&O contracts on Zerodha Kite. Covers contract-level history, continuous-chart access, and the …

  • Historical-candle values change after refresh (Kite)

    Reference explanation of why historical candle values on Zerodha Kite can change after a chart refresh. Covers corporate action adjustment, data correction, and …

  • IFA model in mutual fund distribution

    Independent Financial Adviser (IFA) is the individual ARN-holder distribution model where the distributor operates independently rather than as a bank or …

  • Illiquid asset workout in mutual funds

    Illiquid asset workout refers to the AMC's operational process for resolving holdings that have become difficult to value or sell, particularly in stressed …

  • Index fund vs ETF: comparative analysis

    The Index fund vs Exchange-Traded Fund (ETF) comparison addresses two passive-investing routes for Indian retail investors: open-ended index mutual fund schemes …

  • Insurance-savings products vs mutual funds

    Insurance-savings products (ULIPs, endowment plans) and mutual funds both serve long-term Indian household savings but with materially different cost …

  • International FoF vs direct foreign brokerage

    The International FoF vs direct foreign brokerage comparison addresses how Indian investors should access US/foreign equities: through Indian mutual fund …

  • Investor grievance escalation matrix for mutual funds

    The investor grievance escalation matrix is the AMFI-mandated multi-level framework for resolving investor complaints against mutual fund AMCs. Covers the …

  • Japan-focused mutual fund (India)

    A Japan-focused mutual fund is an Indian international fund category that provides exposure to Japanese equity markets via Fund-of-Funds investing in Nikkei 225 …

  • Joint holders in mutual funds

    Mutual fund folios can be held jointly by up to three individuals, with structured operational rules covering signing authority, redemption pickup, and …

  • Kite chart types explained

    Reference guide to chart types available on Zerodha Kite: candlestick, line, bar (OHLC), Heikin Ashi, Renko, area. Covers when each chart type is useful, …

  • Kite drawing tools

    Reference catalogue of drawing tools available on Zerodha Kite charts. Covers trend lines, channels, Fibonacci tools, harmonic patterns, Elliott Wave, Gann, and …

  • Kite TradingView vs ChartIQ engine

    Reference comparison of the two Kite charting engines: TradingView and ChartIQ. Covers feature breadth, indicators, drawings, performance, default availability, …

  • KYD: Know Your Distributor process

    Know Your Distributor (KYD) is the AMFI-mandated identity verification and credential check that every mutual fund distributor must complete before receiving an …

  • Large and Mid Cap mutual fund

    A Large and Mid Cap mutual fund is a SEBI-defined equity category requiring at least 35% allocation to large-cap stocks and at least 35% to mid-cap stocks (with …

  • Liquid mutual fund

    A Liquid mutual fund is a SEBI-defined debt category investing in money-market and debt instruments with residual maturity up to 91 days. Covers the SEBI …

  • Loan against mutual funds (LAMF)

    Loan against mutual funds (LAMF) is a credit product offered by banks, NBFCs, and broker-lenders that provides a loan against pledged mutual fund units as …

  • Long-Short Equity Fund (SIF)

    A Long-Short Equity Fund is a Specialised Investment Fund (SIF) sub-category that takes long positions in stocks expected to outperform and short positions (via …

  • Lump-sum mutual fund investment

    A lump-sum mutual fund investment is a single one-time subscription of a substantial amount to a scheme, contrasted with the periodic SIP approach. Covers the …

  • Mark-to-market for debt mutual funds

    Mark-to-market (MTM) valuation in debt mutual funds means underlying bond holdings are valued daily based on prevailing market prices rather than amortised …

  • Marquee debt mutual fund cases

    Indian marquee debt mutual fund cases include HDFC Liquid Fund, ICICI Prudential Liquid Fund, SBI Magnum Liquid Fund, and others. Covers the operational scale, …

  • Marquee large-cap mutual fund case studies in India

    Indian large-cap mutual fund case studies include HDFC Top 100, ICICI Prudential Bluechip, SBI Bluechip, Mirae Asset Large Cap, and Axis Bluechip. Covers the …

  • Marquee thematic mutual fund cases

    Indian marquee thematic mutual fund cases include Quant Small Cap Fund, Nippon India Small Cap Fund, and various sector-thematic schemes. Covers the …

  • MF jobs and career paths in India

    The Indian mutual fund industry offers diverse career paths across fund management, distribution, operations, compliance, technology, and customer service. …

  • MITRA: forgotten folio retrieval

    MITRA (Mutual Fund Investment Tracing and Retrieval Assistant) is the AMFI-coordinated industry workflow for retrieving forgotten, dormant, or unclaimed mutual …

  • MITRA: Mutual Fund Investment Tracing and Retrieval Assistant

    MITRA (Mutual Fund Investment Tracing and Retrieval Assistant) is the AMFI-coordinated industry initiative to help investors and legal heirs trace unclaimed, …

  • Moving average 200 on weekly/monthly charts (Kite)

    Reference explanation of how 200-period moving averages compute on weekly and monthly Kite charts. Covers data-history requirement, alternative interpretations, …

  • MSCI Emerging Markets Index

    The MSCI Emerging Markets Index is the global benchmark tracking equity market performance across 24+ emerging-market economies, with India as the …

  • MSCI World Index

    The MSCI World Index is the principal global developed-markets equity benchmark, tracking approximately 1,500 large and mid-cap stocks across 23 developed …

  • Multi-cap vs Flexicap: comparative analysis

    Multi-cap and Flexicap are two SEBI-defined equity mutual fund categories that emerged from the 2020 multi-cap reclassification. Multi-cap requires minimum 25% …

  • Mutual fund aggregator portal landscape in India

    The Indian mutual fund aggregator portal landscape consists of broker-affiliated platforms (Zerodha Coin, Groww, Angel One, Upstox, Paytm Money), pure-play …

  • Mutual fund suitability assessment

    Mutual fund suitability assessment is the framework by which AMCs, distributors, and advisers determine whether a particular scheme is appropriate for a …

  • Mutual fund transmission

    Mutual fund transmission is the SEBI-mandated framework for transferring mutual fund units from a deceased investor to their legal heir(s) or nominee. Covers …

  • Mutual Fund vs NPS Tier-II: comparative analysis

    The Mutual Fund vs NPS Tier-II comparison addresses two open-access pooled investment options for Indian investors who want diversified equity, debt, or …

  • Nasdaq 100 Index

    The Nasdaq 100 is the leading US large-cap technology and growth equity index, tracking the 100 largest non-financial companies on the Nasdaq exchange. Indian …

  • National mutual fund distributors in India

    National distributors are large multi-state ARN-holding firms (NJ India, Prudent Corporate, Aditya Birla Money) that operate across the country distributing …

  • NIFTY 10-year G-Sec Index

    The NIFTY 10-year G-Sec Index tracks the benchmark 10-year Indian Government Security yield, serving as the principal long-tenor debt index for benchmarking …

  • NIFTY 5-year G-Sec Index

    The NIFTY 5-year G-Sec Index tracks the benchmark 5-year Indian Government Security yield, serving as the mid-tenor debt index for benchmarking medium-duration …

  • NISM passing criteria for Series V certifications

    NISM passing criteria define the marks and conditions for clearing the National Institute of Securities Markets Series V examinations. Covers the pass marks for …

  • NISM Series V-A: Mutual Fund Distributors

    NISM Series V-A: Mutual Fund Distributors is the SEBI-recognised qualifying examination for individuals seeking the ARN to distribute mutual fund schemes in …

  • NISM Series V-B: Mutual Fund Foundation

    NISM Series V-B: Mutual Fund Foundation is the foundation-level certification offered by NISM for entry-level professionals in the mutual fund industry. Covers …

  • NISM Series V-C: Mutual Fund Distributors (Level 2)

    NISM Series V-C: Mutual Fund Distributors (Level 2) is the advanced-level certification for senior mutual fund distributors and aspirational adviser-track …

  • NISM Series V: Mutual Fund certification framework

    NISM Series V is the family of National Institute of Securities Markets (NISM) certifications covering mutual fund distribution, foundation knowledge, and …

  • NRI NRE route for mutual fund investing

    The NRE (Non-Resident External) route is one of two paths for NRI mutual fund investing in India. The NRE route uses foreign-sourced income routed through an …

  • NRI NRO route for mutual fund investing

    The NRO (Non-Resident Ordinary) route is one of two paths for NRI mutual fund investing in India. The NRO route uses Indian-sourced income (rental, dividend, …

  • OHLC differs daily vs hourly (Kite)

    Reference explanation of why OHLC values on Zerodha Kite can differ between daily and hourly (or other) timeframes. Covers session boundary, candle aggregation, …

  • OHLC differs on intraday charts (Kite)

    Reference explanation of why OHLC values differ across intraday timeframes (1-min, 5-min, 15-min, hourly) on Zerodha Kite. Covers candle aggregation across …

  • OHLC not matching NSE/BSE (Kite)

    Reference explanation of why OHLC values on Zerodha Kite may not exactly match the values published by NSE / BSE. Covers data-feed timing, intra-bar …

  • Open architecture distribution in mutual funds

    Open architecture distribution refers to the model where mutual fund distributors (banks, IFAs, online platforms) offer schemes from all AMCs rather than …

  • Partnership / LLP mutual fund investor

    Partnership firms and Limited Liability Partnerships (LLPs) are eligible to invest in Indian mutual funds as non-individual investors. Covers the legal entity …

  • Passive investing wave in India

    The passive investing wave in India has seen passive funds (index funds, ETFs) grow from negligible AUM in 2015 to over 15% of industry AUM by 2025. Covers the …

  • Pension vs MF overlap

    Indian retirement-savings vehicles (NPS, EPF, PPF) and mutual funds overlap in their long-term wealth-creation role but operate under different regulatory and …

  • PIO/OCI rules for mutual fund investing

    Persons of Indian Origin (PIOs) and Overseas Citizens of India (OCIs) are recognised investor categories for Indian mutual fund participation. Covers the …

  • Pivot points discrepancy on Kite

    Reference explanation of why pivot points on Zerodha Kite may not match third-party calculations. Covers different OHLC sources, daily / weekly / monthly …

  • Pledge of mutual fund units

    Pledging mutual fund units allows investors to use them as collateral for loans without redeeming the units. Covers the operational framework, the demat …

  • Provident and superannuation funds as mutual fund investors

    Provident funds, superannuation funds, and gratuity trusts are institutional investors who allocate portions of their corpus to mutual fund schemes per their …

  • Regular vs Direct plan: comparative analysis

    The Regular plan vs Direct plan choice is the most fundamental decision for Indian mutual fund investors after scheme selection. Covers the structural TER …

  • Renko brick retracement on Kite

    Reference explanation of Renko brick retracement on Zerodha Kite charts. Covers Renko reversal logic, brick size, and the visual behaviour during pullbacks.

  • Resident individual investor in mutual funds

    A resident individual investor is the most common category of Indian mutual fund unitholder, covering all natural persons who are residents of India per Section …

  • Revamped factsheet template (2024)

    The revamped factsheet template introduced by AMFI in 2024 expanded the monthly per-scheme disclosure to include additional risk metrics, expanded portfolio …

  • Robo-advisory in Indian mutual funds

    Robo-advisory is the automated, algorithm-driven approach to portfolio construction and rebalancing, increasingly available in Indian mutual fund platforms. …

  • RTA: Registrar and Transfer Agent

    A Registrar and Transfer Agent (RTA) is the SEBI-regulated entity that maintains investor records, processes transactions, and handles communication on behalf …

  • S&P 500 Index

    The S&P 500 is the principal large-cap US equity index tracking 500 leading US-listed companies, and serves as the benchmark for Indian mutual fund schemes that …

  • Scales and axis on Kite charts

    Reference explanation of price and time scales on Zerodha Kite charts. Covers linear vs logarithmic price scale, price-scale orientation (left/right), time-axis …

  • Side-pocketed scheme

    A side-pocketed scheme is a mutual fund scheme that has invoked SEBI's side-pocketing framework to isolate stressed credit assets in a separate segregated …

  • SIP discontinuation rates in India

    SIP discontinuation rates measure the percentage of active SIPs that are stopped within a given period, providing insight into investor behaviour and SIP …

  • SIP growth story in Indian mutual funds

    The SIP (Systematic Investment Plan) growth story is one of the defining structural changes in Indian capital markets, with monthly SIP inflows growing from …

  • Sole proprietorship mutual fund investor

    A sole proprietorship is essentially an individual's business identity rather than a separate legal entity; for mutual fund purposes the sole proprietor invests …

  • Specialised Investment Funds (SIF)

    Specialised Investment Funds (SIF) is a SEBI-introduced mutual fund category (effective 2024-2025) designed for HNI and sophisticated retail investors. Covers …

  • Switch in mutual funds

    A switch in mutual funds is the operational transfer of units from one scheme to another, treated as a redemption-plus-subscription for tax purposes. Covers the …

  • T+1 / T+2 settlement in mutual funds

    T+1 and T+2 settlement refer to the timeline between transaction date and money/units settlement in Indian mutual funds. Covers the SEBI February 2021 reform …

  • T30/B30 categorisation in Indian mutual funds

    T30/B30 is the AMFI geographic categorisation that distinguishes the top 30 cities (T30) from beyond the top 30 cities (B30) for mutual fund distribution …

  • Thematic funds in India

    Thematic mutual funds are SEBI-defined equity schemes that invest in stocks across multiple sectors linked to a single investment theme (consumption, …

  • Third-party charting libraries on Kite

    Reference explanation of the third-party charting libraries embedded in Zerodha Kite. Covers TradingView Charting Library, ChartIQ, licensing model, and the …

  • Tracking error in mutual funds

    Tracking error is the standard deviation of the difference between a passive mutual fund's returns and its benchmark index's returns over a given period. Covers …

  • TradingView features missing on Kite

    Reference explanation of TradingView features that are available on TradingView.com but not on the Kite-embedded TradingView Charting Library. Covers Pine …

  • Trigger-based investing in mutual funds

    Trigger-based investing is an operational feature offered by some AMCs and direct-plan platforms allowing investors to automate transactions when specific …

  • UPI Auto-Pay for SIPs

    UPI Auto-Pay enables mutual fund SIP debits via UPI's recurring-payment mechanism, complementing the traditional NACH mandate route. Covers the UPI Auto-Pay …

  • US-focused mutual fund (India)

    A US-focused mutual fund is a SEBI-recognised international fund category that gives Indian investors exposure to US equity markets, typically via Fund-of-Funds …

  • US/Canada FATCA-restricted mutual fund investing

    US and Canada-resident Non-Resident Indians (NRIs) face restrictions on Indian mutual fund investing due to FATCA (Foreign Account Tax Compliance Act) and …

  • Video KYC for mutual funds

    Video KYC enables mutual fund investors to complete KYC via a real-time video call with an authorised agent rather than physical document submission. Covers the …

  • Volume indicator on indices: limitations (Kite)

    Reference explanation of why the volume indicator on indices (Nifty, Sensex) on Zerodha Kite is limited or zero. Covers the index-composition nature, the …

  • XIRR for SIPs

    XIRR (Extended Internal Rate of Return) is the standard methodology for computing the annualised return on SIP-based mutual fund investments, accounting for the …

  • 360 ONE Mutual Fund

    360 ONE Mutual Fund is an Indian asset management company that was formerly IIFL Mutual Fund, rebranded in 2024 after the parent IIFL Wealth and Asset …

  • Abakkus Mutual Fund

    Abakkus Mutual Fund is an Indian asset management company sponsored by Abakkus Asset Manager, founded by Sunil Singhania the long-tenured value investor known …

  • AMFI standardised factsheet

    The AMFI standardised factsheet is the monthly per-scheme disclosure document mandated by SEBI and standardised by AMFI for cross-scheme comparison. Covers the …

  • Angel One Mutual Fund

    Angel One Mutual Fund is an Indian asset management company sponsored by Angel One Limited, the listed discount broker formerly known as Angel Broking. Covers …

  • Angel One Mutual Funds platform

    The Angel One Mutual Funds platform is the mutual fund investing interface offered by Angel One Limited, India's listed discount broker with over 16 million …

  • Applicable NAV (cut-off rule) in mutual funds

    The applicable NAV cut-off rule determines which day's Net Asset Value applies to a mutual fund subscription or redemption order. Covers the SEBI 3 pm cut-off …

  • Balanced hybrid mutual fund

    A balanced hybrid mutual fund is a SEBI-categorised hybrid scheme that maintains 40-60 per cent equity and 40-60 per cent debt allocation, sitting between …

  • Bank BeES

    Bank BeES is the Nippon India ETF tracking the Nifty Bank Index, providing exchange-traded passive exposure to the top Indian banking sector stocks. Covers the …

  • Bank of India Mutual Fund

    Bank of India Mutual Fund is an Indian asset management company sponsored by Bank of India, the public sector bank. Covers the history including the earlier …

  • Banking and Financial Services mutual fund

    A Banking and Financial Services (BFSI) mutual fund is a thematic equity scheme that invests at least 80 per cent in banks, NBFCs, insurance and other …

  • Banking and PSU debt mutual fund

    A banking and PSU debt mutual fund is a SEBI-categorised debt scheme that invests at least 80 per cent of its corpus in debt instruments issued by banks and …

  • Baroda Mutual Fund (historical)

    Baroda Mutual Fund was the Indian asset management subsidiary of Bank of Baroda, operationalised in 1994 as one of the first public-sector bank-sponsored AMCs. …

  • Bharat 22 ETF

    Bharat 22 ETF is an exchange-traded fund launched by the Government of India in November 2017 containing a basket of 22 CPSE and private holdings, complementing …

  • Bharat Bond ETF

    Bharat Bond ETF is a series of target-maturity debt ETFs launched by the Government of India in partnership with Edelweiss Mutual Fund, investing in AAA-rated …

  • BNP Paribas Mutual Fund (historical)

    BNP Paribas Mutual Fund was the Indian asset management subsidiary of BNP Paribas Asset Management, operationalised in 2004 after BNP Paribas's acquisition of …

  • CAGR vs XIRR for mutual fund returns

    CAGR (Compound Annual Growth Rate) and XIRR (Extended Internal Rate of Return) are two methods to compute mutual fund returns. CAGR works for …

  • CAMS account statement

    The CAMS account statement is the consolidated mutual fund statement issued by Computer Age Management Services (CAMS), covering all AMCs whose RTA is CAMS. …

  • Capital gains tax on equity in India: complete guide

    Comprehensive guide to capital gains tax on listed Indian equity and equity mutual funds: STCG at 20 per cent under Section 111A, LTCG at 12.5 per cent above Rs …

  • Capitalmind Mutual Fund

    Capitalmind Mutual Fund is an Indian asset management company sponsored by Capitalmind Wealth, founded by Deepak Shenoy. Covers the AMC's 2024-2025 mutual fund …

  • Children's mutual fund in India

    Children's mutual funds are solution-oriented mutual fund schemes designed for funding children's future education, marriage or other goals, with a five-year …

  • China-focused mutual funds for Indian investors

    China-focused mutual funds for Indian investors provide exposure to Chinese equity markets through Hang Seng-based and A-share schemes. Covers the major Indian …

  • Close-ended, interval and open-ended mutual fund schemes

    Indian mutual fund schemes are structured as open-ended, close-ended or interval depending on the subscription and redemption availability. Covers the …

  • Compliance audit report for mutual funds

    The compliance audit report is a third-party-auditor certification that a mutual fund AMC has complied with SEBI regulations during the financial year. Covers …

  • Consolidated Account Statement (CAS)

    Comprehensive guide to the Consolidated Account Statement (CAS) in India: the unified monthly statement issued by CDSL and NSDL that aggregates a holder's …

  • Credit quality buckets in debt mutual funds

    Credit quality buckets categorise debt mutual fund holdings by credit rating (AAA, AA, A, etc.). Covers the rating system, the implications for risk and yield, …

  • Custodian in mutual funds

    The custodian is the SEBI-registered intermediary that holds the securities and assets of a mutual fund scheme in safekeeping. Covers the custodian's role in …

  • Daiwa Mutual Fund (historical)

    Daiwa Mutual Fund was a small-scale Indian asset management subsidiary of Daiwa Securities Group, the major Japanese investment bank. The AMC operated through a …

  • Debt ETFs in India

    Debt ETFs in India are exchange-traded funds investing in debt securities including government bonds, corporate bonds, and money-market instruments. Covers the …

  • Debt Fund of Funds (FoF)

    A Debt Fund of Funds (FoF) is a mutual fund scheme that invests in other debt mutual fund schemes. Covers the major Debt FoFs including Bharat Bond ETF FoFs, …

  • Dematerialisation and rematerialisation of mutual fund units

    Mutual fund units in India can be held either in non-demat (folio) mode or in dematerialised (demat) mode through CDSL or NSDL depositories. Covers the …

  • Direct mutual fund investing in India

    Comprehensive guide to direct mutual fund investing in India: the SEBI direct-plan regime from January 2013 that lets investors bypass distributors and access …

  • Direct-to-regular and regular-to-direct switch implications

    Converting between direct plan and regular plan of the same mutual fund scheme has tax and operational implications. Covers the regular-to-direct switch …

  • Discount brokers in India: complete guide

    Comprehensive guide to discount brokers in India: the flat-fee model that disrupted percentage-based brokerage from 2010, the major players (Zerodha, Groww, …

  • Discount brokers vs distributors for mutual fund investing

    Discount brokers and mutual fund distributors are two distribution channels for mutual fund investments. Covers the structural differences, the direct-plan vs …

  • Domestic equity Fund of Funds (FoF)

    A domestic equity Fund of Funds (FoF) is a mutual fund scheme that invests in other Indian equity mutual fund schemes. Covers the SEBI FoF framework, the use …

  • Downside and upside capture ratios

    Downside and upside capture ratios measure how much of the benchmark's down moves and up moves a mutual fund captures. Covers the formulas, interpretation, …

  • DSP BlackRock Mutual Fund (historical)

    DSP BlackRock Mutual Fund was the Indian asset management joint venture between the DSP Group (the Mumbai-based DSP Adiraja Murali family business) and …

  • ELSS lock-in: the three-year tax-saver mutual fund constraint

    The ELSS (Equity Linked Savings Scheme) lock-in is the three-year mandatory holding period that applies to every ELSS investment, enabling the Rs 1.5 lakh per …

  • Emerging markets mutual funds for Indian investors

    Emerging markets mutual funds for Indian investors provide diversified EM equity exposure typically excluding India. Covers the MSCI EM benchmark, the major …

  • Energy mutual fund

    An Energy mutual fund is a thematic equity scheme investing at least 80 per cent in oil, gas, power, renewables and energy-services companies. Covers the SEBI …

  • Escorts Mutual Fund (historical)

    Escorts Mutual Fund was a small-scale Indian asset management subsidiary of the Escorts Group, operating through the 1990s and 2000s as one of the first wave of …

  • Europe-focused mutual funds for Indian investors

    Europe-focused mutual funds for Indian investors provide exposure to European equity through Eurozone, UK, and pan-European schemes. Covers the major Indian …

  • Floater mutual fund

    A floater mutual fund is a SEBI-categorised debt scheme that invests at least 65 per cent in floating-rate instruments whose interest rates reset periodically. …

  • Folio number in mutual funds

    A folio number is the unique account identifier assigned by a mutual fund AMC to an investor's holding within that AMC. Covers folio mechanics, how to find a …

  • Fund of Funds (FoF) in India

    A Fund of Funds (FoF) is a mutual fund scheme that invests in other mutual fund schemes rather than directly in stocks or bonds. Covers the SEBI FoF framework, …

  • Gilt mutual fund vs corporate bond mutual fund

    Gilt mutual funds invest in government securities while corporate bond mutual funds invest in private corporate debt. Covers the credit-risk and yield …

  • Gold Fund of Funds (FoF)

    A Gold Fund of Funds (FoF) is a mutual fund scheme that invests in Gold ETFs of the same AMC, providing folio-mode access to gold without demat-account …

  • Grandfathering of ELSS and equity MF gains pre 31 January 2018

    The 31 January 2018 grandfathering rule establishes the closing NAV of 31 January 2018 as the deemed cost basis for LTCG computation on equity mutual fund units …

  • Half-yearly portfolio disclosure in mutual funds

    Half-yearly portfolio disclosure is the SEBI-mandated audited portfolio publication by mutual fund schemes for the periods ending 31 March and 30 September. …

  • Half-yearly unaudited financials of mutual fund schemes

    Half-yearly unaudited financials are the SEBI-mandated income-statement and balance-sheet disclosures by mutual fund schemes for the half-year ending 30 …

  • Helios Mutual Fund

    Helios Mutual Fund is an Indian asset management company founded by Samir Arora, the long-tenured fund manager and founder of Helios Capital Management. Covers …

  • Holding period statement in mutual funds

    A holding period statement is a mutual fund investor report that lists each lot of units along with the holding period (months/years held). Covers the statement …

  • IDCW intimation

    An IDCW intimation is the AMC notice to unitholders announcing an upcoming IDCW (Income Distribution cum Capital Withdrawal) declaration, with the record date, …

  • IDFC Mutual Fund (historical)

    IDFC Mutual Fund was the Indian asset management subsidiary of IDFC Limited, operationalised in 2000 as Standard Chartered Mutual Fund and rebranded after …

  • IIFL Mutual Fund (historical)

    IIFL Mutual Fund was the Indian asset management subsidiary of IIFL Wealth and Asset Management (formerly part of the broader IIFL Group). The AMC operated …

  • Income Distribution cum Capital Withdrawal (IDCW) in mutual funds

    IDCW (Income Distribution cum Capital Withdrawal) is the SEBI-mandated 2021 replacement for the older mutual fund dividend option. Covers the IDCW structure as …

  • Index fund vs ETF in India

    Index funds and ETFs are both passive mutual fund products tracking benchmark indices, but differ in holding mode (folio vs demat), trading mechanics (NAV vs …

  • Indiabulls Mutual Fund (historical)

    Indiabulls Mutual Fund was the Indian asset management subsidiary of the Indiabulls Group (the diversified financial services conglomerate). The AMC operated …

  • Information ratio in mutual fund performance

    The Information ratio measures active return per unit of tracking error, indicating how consistently a fund generates excess return versus its benchmark. Covers …

  • Infrastructure mutual fund

    An Infrastructure mutual fund is a thematic equity scheme investing at least 80 per cent in infrastructure, capital goods, construction, and related companies. …

  • International equity Fund of Funds (FoF)

    An international equity Fund of Funds (FoF) is a mutual fund scheme that invests in foreign equity mutual fund schemes, providing Indian retail investors access …

  • International ETFs in India

    International ETFs in India are exchange-traded funds that provide exposure to foreign equity markets through Indian-listed ETF structures. Covers the major …

  • International FoF vs direct foreign brokerage (via LRS)

    International FoFs and direct foreign brokerage via Liberalised Remittance Scheme (LRS) are the two principal Indian retail routes to foreign equity investing. …

  • International mutual funds for Indian investors

    International mutual funds for Indian investors invest in foreign equity, debt or other assets, providing geographic diversification. Covers the major …

  • ITI Mutual Fund

    ITI Mutual Fund is an Indian asset management company sponsored by ITI Investors and managed by The Investment Trust of India Limited. Covers the AMC's 2019 …

  • Japan-focused mutual funds for Indian investors

    Japan-focused mutual funds for Indian investors provide exposure to Japanese equity through Nikkei 225 and TOPIX-tracking schemes. Covers the major Indian …

  • Jio BlackRock Mutual Fund

    Jio BlackRock Mutual Fund is the Indian asset management joint venture between Jio Financial Services (Reliance Industries) and BlackRock Inc., the world's …

  • JM Financial Mutual Fund

    JM Financial Mutual Fund is one of India's oldest private-sector AMCs, established in 1994 by the JM Financial Group. Covers the historical evolution including …

  • KFinKart statement

    The KFinKart statement is the consolidated mutual fund statement issued by KFin Technologies, covering all AMCs whose RTA is KFin. Covers the statement …

  • Large and Mid Cap mutual fund in India

    A large and mid cap mutual fund is a SEBI-categorised equity scheme that invests minimum 35 per cent in large-cap stocks and minimum 35 per cent in mid-cap …

  • Liquid mutual fund vs savings account

    Liquid mutual funds and savings accounts are both used for cash management but differ in returns, liquidity, tax treatment, and operational considerations. …

  • Liquid mutual fund vs sweep-in FD

    Liquid mutual funds and sweep-in fixed deposits are both options for managing idle cash with bank-account integration. Covers the structural differences, …

  • Lock-in periods in Indian mutual funds

    Indian mutual funds have specific lock-in periods for certain scheme categories: ELSS (3 years), retirement (5 years or until retirement), children's (5 years …

  • Long duration mutual fund

    A long duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration greater than 7 years. Covers the SEBI category framework, the …

  • Long-Short Equity SIF

    A Long-Short Equity SIF is a Specialised Investment Fund category permitting long and short equity positions within a mutual-fund-like structure. Covers the …

  • Low duration mutual fund

    A low duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration of 6-12 months. Covers the SEBI category framework, the role in …

  • Macaulay and Modified duration in bond and debt mutual funds

    Macaulay duration is the weighted-average time to receipt of bond cash flows; modified duration measures bond-price sensitivity to interest-rate changes. Covers …

  • Manufacturing mutual fund

    A Manufacturing mutual fund is a thematic equity scheme investing at least 80 per cent in manufacturing-themed companies including industrials, capital goods, …

  • Margin pledge of mutual fund units with Zerodha

    Margin pledge with Zerodha allows investors holding mutual fund units through Zerodha Coin to pledge those units for additional broker margin in equity F&O or …

  • Maximum drawdown in mutual fund analysis

    Maximum drawdown (max DD) measures the largest peak-to-trough decline in a mutual fund's NAV over a measurement period. Covers the interpretation, typical …

  • Medium duration mutual fund

    A medium duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration of 3-4 years. Covers the SEBI category framework, the role in …

  • Medium to long duration mutual fund

    A medium to long duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration of 4 to 7 years. Covers the SEBI category framework, …

  • MFU statement

    The MFU statement is issued by Mutual Fund Utility (MFU) to investors operating through the AMFI-promoted shared transaction platform. Covers the statement …

  • Money market mutual fund

    A money market mutual fund is a SEBI-categorised debt scheme that invests in money-market instruments (CPs, CDs, T-Bills) with maturity up to one year. Covers …

  • Monthly portfolio disclosure in mutual funds

    Monthly portfolio disclosure is the SEBI-mandated requirement that mutual fund schemes publish complete portfolio holdings on a monthly basis. Covers the SEBI …

  • Multi-asset Fund of Funds (FoF)

    A Multi-asset Fund of Funds (FoF) is a mutual fund scheme that invests in equity, debt and gold (and sometimes other asset class) mutual fund schemes within a …

  • Mutual fund distributor (intermediary role)

    A mutual fund distributor is the SEBI-recognised intermediary that sells regular-plan mutual fund schemes to investors in return for distribution commission. …

  • Mutual fund vs direct stock investing

    Mutual funds and direct stock investing are both equity-investment routes but differ materially in diversification, professional management, operational …

  • Mutual fund vs ETF: comparison for Indian investors

    Mutual funds and ETFs are both pooled-investment vehicles but differ in structure, trading, costs, and tax. Covers active vs passive comparison, NAV-vs-exchange …

  • Mutual fund vs NPS Tier 2

    Mutual funds and NPS Tier 2 are both market-linked investment vehicles for non-retirement goals, but differ in structure, costs, and tax treatment. Covers the …

  • Mutual fund vs ULIP: comparison for Indian investors

    Mutual funds and ULIPs (Unit Linked Insurance Plans) are both market-linked investment vehicles, but mutual funds are pure investment products while ULIPs …

  • Mutual funds in India: complete guide

    Cornerstone editorial guide to mutual funds in India. Covers the SEBI regulatory framework, AMFI industry body, complete enumeration of all 44+ SEBI-registered …

  • NAV calculation rules for Indian mutual funds

    SEBI's NAV calculation rules govern how mutual fund Net Asset Values are computed, published and audited. Covers the daily NAV computation framework, the …

  • NAV computation: how mutual fund NAV is calculated

    NAV computation is the daily process by which mutual fund AMCs calculate the per-unit Net Asset Value of each scheme. Covers the SEBI valuation framework, the …

  • NAVAll.txt: AMFI's daily NAV file

    NAVAll.txt is the daily NAV publication file maintained by AMFI containing the closing NAV of every mutual fund scheme in India. Covers the file structure, the …

  • Net Asset Value (NAV) of a mutual fund

    Net Asset Value (NAV) is the per-unit value of a mutual fund scheme, calculated daily by the AMC as the scheme's total assets minus liabilities divided by units …

  • New Fund Offer (NFO) in mutual funds

    A New Fund Offer (NFO) is the initial subscription period during which a mutual fund AMC offers units of a newly-launched scheme to investors. Covers the SEBI …

  • NFO addendum

    An NFO addendum is a SEBI-mandated update to a scheme's Scheme Information Document (SID) or Key Information Memorandum (KIM) after the initial issue. Covers …

  • Nifty Bank Index Fund

    A Nifty Bank Index Fund is a passive mutual fund tracking the Nifty Bank Index of 12 leading Indian banks. Covers the index methodology, the major Nifty Bank …

  • Nifty IT Index Fund

    A Nifty IT Index Fund is a passive mutual fund tracking the Nifty IT Index of 10 leading Indian information technology services companies. Covers the index …

  • Nifty LargeMidcap 250 Index Fund

    A Nifty LargeMidcap 250 Index Fund is a passive mutual fund tracking the Nifty LargeMidcap 250 Index, comprising the top 100 large-cap and top 150 mid-cap …

  • NJ Mutual Fund

    NJ Mutual Fund is an Indian asset management company sponsored by NJ India Invest, the country's largest mutual fund distributor. Covers the AMC's 2021 …

  • Nomination in mutual funds

    Nomination in mutual funds designates one or more individuals to receive the units in the event of the unitholder's death. Covers the SEBI nomination …

  • Old Bridge Mutual Fund

    Old Bridge Mutual Fund is an Indian asset management company founded by Kenneth Andrade, the long-tenured value investor known for his earlier role at IDFC …

  • Overseas investment cap for Indian mutual funds

    The overseas investment cap for Indian mutual funds is the aggregate SEBI-approved limit on foreign equity exposure across all Indian AMCs and …

  • Passive ELSS (index-based tax-saver fund)

    A passive ELSS is an index-based tax-saver mutual fund providing Section 80C deduction with the three-year ELSS lock-in, but tracking a defined index rather …

  • Pharma and Healthcare mutual fund

    A Pharma and Healthcare mutual fund is a thematic equity scheme investing at least 80 per cent in pharmaceutical, healthcare and life-sciences companies. Covers …

  • Pledge of mutual fund units

    A pledge of mutual fund units is the legal mechanism by which an investor uses mutual fund holdings as collateral for borrowing without redeeming the units. …

  • Portfolio turnover ratio in mutual funds

    Portfolio turnover ratio measures how frequently a mutual fund manager buys and sells securities, expressed as an annual percentage. Covers the calculation, the …

  • Pramerica Mutual Fund (historical)

    Pramerica Mutual Fund was the Indian asset management subsidiary of Prudential Financial Inc. (the US-based insurance and asset manager that operates under the …

  • Principal Mutual Fund (historical)

    Principal Mutual Fund was the Indian asset management subsidiary of Principal Financial Group, operationalised in 1994 as one of the early …

  • R-squared in mutual fund analysis

    R-squared measures the proportion of a mutual fund's return variability explained by its benchmark, ranging from 0 to 100. Covers the interpretation, use in …

  • Registered Investment Adviser (RIA) for mutual funds

    A Registered Investment Adviser (RIA) is a SEBI-licensed fee-only investment adviser providing professional financial advice including mutual fund …

  • Registrar and Transfer Agent (RTA) in mutual funds

    The Registrar and Transfer Agent (RTA) is the SEBI-registered intermediary that maintains the unitholder-level records for mutual fund schemes. Covers the RTA …

  • Retirement mutual fund in India

    Retirement mutual funds in India are solution-oriented mutual fund schemes designed for long-term retirement corpus building, with a five-year lock-in or until …

  • RIA vs Mutual Fund Distributor

    Registered Investment Advisers (RIAs) and Mutual Fund Distributors operate under distinct regulatory frameworks and compensation models. RIAs charge investors …

  • Samco Mutual Fund

    Samco Mutual Fund is an Indian asset management company sponsored by Samco Securities, with the AMC launching in 2022 following the SEBI approval of a new …

  • SCORES portal for mutual fund complaints

    SEBI SCORES (SEBI Complaints Redress System) is the official online portal for investors to file complaints against mutual fund AMCs, distributors, RTAs and …

  • SEBI half-yearly trustee report

    The SEBI half-yearly trustee report is the compliance and governance disclosure published by mutual fund trustee companies to SEBI and the public. Covers the …

  • SEBI nomination opt-out rule for mutual funds (2024)

    SEBI's 2024 amendments to the mutual fund nomination framework allow investors to opt out of nomination by submitting an explicit declaration. Covers the …

  • Section 80C of the Income Tax Act 1961

    Section 80C of the Income Tax Act 1961 provides a deduction of up to Rs 1.5 lakh per financial year against various tax-saving investments including ELSS, PPF, …

  • Sensex Index Fund

    A Sensex Index Fund is a passive mutual fund that tracks the BSE Sensex, the benchmark index of the Bombay Stock Exchange comprising 30 large-cap Indian …

  • Sharpe ratio in mutual fund performance

    The Sharpe ratio measures risk-adjusted return by computing excess return per unit of total volatility. Covers the formula, interpretation thresholds, the …

  • Shriram Mutual Fund

    Shriram Mutual Fund is an Indian asset management company sponsored by the Shriram Group, the diversified financial services conglomerate. Covers the AMC's …

  • Silver ETF India

    Silver ETFs in India are exchange-traded funds backed by physical silver holdings, providing retail investors exposure to silver prices without the storage and …

  • SIP vs Recurring Deposit (RD)

    SIP (Systematic Investment Plan in mutual funds) and RD (Recurring Deposit in bank/post office) are both periodic-saving vehicles but differ materially in …

  • Smallcase vs Fund of Funds (FoF)

    Smallcase and Fund of Funds are both single-instrument multi-holding portfolio structures available to Indian retail investors. Covers the structural …

  • Sortino ratio in mutual fund performance

    The Sortino ratio is a risk-adjusted return measure similar to Sharpe ratio but using only downside deviation (not total volatility). Covers the formula, …

  • Specialised Investment Funds (SIF) framework in India

    The Specialised Investment Funds (SIF) framework is a SEBI-introduced category for HNI-focused investment strategies sitting between mutual funds and Portfolio …

  • Standard deviation in mutual fund performance

    Standard deviation measures the volatility of a mutual fund's returns, indicating typical deviation from the average return. Covers the interpretation, typical …

  • Step-up SIP, Flex SIP and Smart SIP

    Step-up SIP (also called Flex SIP or Smart SIP) is a Systematic Investment Plan variant that automatically increases the periodic contribution by a specified …

  • Switch in mutual funds: intra-AMC, inter-scheme and inter-AMC

    A mutual fund switch is the operation of redeeming units from one scheme and using the proceeds to subscribe to another scheme. Covers intra-AMC switches …

  • Systematic Investment Plan (SIP) in mutual funds

    A Systematic Investment Plan (SIP) is a periodic mutual fund contribution mechanism that invests a fixed amount on a fixed schedule (typically monthly) into a …

  • Systematic Transfer Plan (STP) in mutual funds

    A Systematic Transfer Plan (STP) is a mechanism to move a fixed amount on a fixed schedule from one mutual fund scheme to another within the same AMC, typically …

  • Systematic Withdrawal Plan (SWP) in mutual funds

    A Systematic Withdrawal Plan (SWP) is a periodic mutual fund redemption mechanism that withdraws a fixed amount on a fixed schedule from a chosen scheme. Covers …

  • T+1 and T+2 settlement in Indian mutual funds

    T+1 and T+2 settlement cycles in Indian mutual funds determine when subscription credits and redemption proceeds reach the AMC or the investor. Covers the …

  • Technology mutual fund (IT sector)

    A technology mutual fund is a thematic equity scheme investing at least 80 per cent in technology, IT services, software, and digital-economy companies. Covers …

  • TER regulation and slabs for Indian mutual funds

    Total Expense Ratio (TER) is the annual percentage of scheme AUM charged by mutual fund AMCs as fees and operational costs. SEBI prescribes maximum TER caps by …

  • Total Expense Ratio (TER) in mutual funds

    Total Expense Ratio (TER) is the annual percentage of scheme AUM charged by mutual fund AMCs as fees and operational costs. Covers the TER components, the SEBI …

  • Total Return Index (TRI) benchmarking rule

    SEBI's Total Return Index (TRI) benchmarking rule requires mutual fund schemes to compare performance against Total Return Index variants rather than Price …

  • Tracking error and tracking difference in passive funds

    Tracking error measures the volatility of a passive fund's return deviation from its benchmark; tracking difference measures the average return deviation. …

  • Transmission of mutual fund units on death of holder

    Transmission is the legal process by which mutual fund units are transferred from a deceased unitholder to a nominee or legal heir. Covers the nominee-route …

  • Treynor ratio in mutual fund performance

    The Treynor ratio measures risk-adjusted return using systematic risk (beta) rather than total volatility. Covers the formula, the comparison with Sharpe ratio, …

  • Trust Mutual Fund

    Trust Mutual Fund is an Indian asset management company sponsored by Trust Investment Advisors and Hitesh Bhagat. Covers the AMC's 2020 launch, the focus on …

  • Trust structure of Indian mutual funds (sponsor, trustee, AMC, custodian)

    Indian mutual funds operate under a three-tier trust structure: sponsor, trustee company and Asset Management Company (AMC), with the custodian as the fourth …

  • Unifi Mutual Fund

    Unifi Mutual Fund is an Indian asset management company sponsored by Unifi Capital, the long-established Chennai-headquartered investment management firm …

  • Upstox Mutual Funds

    Upstox Mutual Funds is the mutual fund distribution platform offered by Upstox, the discount broker backed by Ratan Tata, Tiger Global and others. Covers the …

  • US Mutual Funds available to Indian investors

    US-focused mutual funds available to Indian investors provide exposure to US equity markets including S&P 500, Nasdaq 100, and active US equity strategies. …

  • XIRR for SIP returns

    XIRR (Extended Internal Rate of Return) is the correct method to compute annualised returns on SIP investments, properly accounting for the time-value of each …

  • Yield to Maturity (YTM) in debt mutual funds

    Yield to Maturity (YTM) is the expected annualised return on a debt mutual fund if all bonds in the portfolio are held to maturity. Covers the calculation, the …

  • Zerodha Mutual Fund

    Zerodha Mutual Fund (operating as Zerodha Fund House) is an Indian asset management company sponsored by Zerodha Broking Limited, the country's largest discount …

  • How to invest in PPFCF lump sum via SelfInvest portal

    Step-by-step guide to placing a direct-plan lump-sum purchase order in Parag Parikh Flexi Cap Fund (PPFCF) through selfinvest.ppfas.com, covering scheme and …

  • Applicable NAV and cut-off rules for Indian mutual funds

    Encyclopedic reference on the applicable NAV framework for Indian mutual fund transactions: SEBI cut-off time rules, the realisation-of-funds requirement under …

  • Capital gains tax in India

    Encyclopedic reference on the capital gains tax regime in India: statutory framework, holding periods, computation, asset-class taxation, the post-23-July-2024 …

  • Direct plan adoption in India

    Encyclopedic reference on the trajectory of direct-plan mutual fund adoption in India since the SEBI January 2013 mandate: regulatory history, TER differential, …

  • Flexi Cap mutual fund in India

    Encyclopedic reference on the Flexi Cap equity mutual fund category in India: SEBI November 2020 creation, no market-cap minimum requirement, comparison with …

  • Franklin Templeton winding-up of 2020

    Encyclopedic reference on the April 2020 winding-up of six Franklin Templeton India debt mutual fund schemes: background, the closure decision, judicial …

  • Grandfathering rule for LTCG on listed equity

    Encyclopedic reference on the LTCG grandfathering rule under Section 55(2)(ac) of the Income Tax Act, 1961: the 31 January 2018 fair-market-value substitution, …

  • INDmoney

    Encyclopedic reference on INDmoney: the Indian wealth-aggregation and direct-plan mutual fund platform, founded 2019 by Ashish Kashyap, with portfolio …

  • Key Information Memorandum for Indian mutual funds

    Encyclopedic reference on the Key Information Memorandum (KIM): the standardised point-of-sale summary document for every Indian mutual fund scheme, its …

  • KFin Technologies

    Encyclopedic reference on KFin Technologies Limited: NSE-listed registrar and transfer agent, mutual fund RTA duopoly partner with CAMS, IPO allotment …

  • Kuvera

    Encyclopedic reference on Kuvera: the SEBI-registered investment adviser and direct-plan mutual fund platform, its founding by ex-financial-services …

  • Mutual fund

    Encyclopedic landing reference on mutual funds in India: definition, legal structure, scheme categories, NAV mechanics, plan and option variants, distribution, …

  • NAV computation methodology for Indian mutual funds

    Encyclopedic reference on the daily NAV computation methodology under SEBI MF Regulations and the Eighth Schedule: equity, debt, money market, and derivative …

  • Net Asset Value of an Indian mutual fund

    Encyclopedic reference on the Net Asset Value (NAV) of Indian mutual funds: definition, regulatory basis, daily computation cycle, cut-off rules, plan and …

  • Passive investing wave in India

    Encyclopedic reference on the post-2018 structural shift toward index funds and ETFs in India: pre-history from 2002 Benchmark Nifty BeES, the 2015 EPFO …

  • Riskometer framework for Indian mutual funds

    Encyclopedic reference on the SEBI riskometer for Indian mutual funds: the 2013 introduction, the 2020 portfolio-based six-level revision, Product Risk Value …

  • Scheme Information Document for Indian mutual funds

    Encyclopedic reference on the Scheme Information Document (SID): regulatory basis, mandatory content, NFO filing process, SID-SAI-KIM relationship, riskometer …

  • SEBI Execution-Only Platform framework of 2023

    Encyclopedic reference on SEBI's Execution-Only Platform (EOP) framework for direct-plan mutual fund distribution: the July 2023 circular, two-category …

  • SEBI Investor Charter for Mutual Funds

    Encyclopedic reference on SEBI's Investor Charter for Mutual Funds: the standardised rights-and-obligations framework mandated by SEBI in August 2021, its …

  • SEBI mutual fund stress testing framework of 2024

    Encyclopedic reference on SEBI's February 2024 stress testing framework for Indian small-cap and mid-cap mutual funds: portfolio liquidation days disclosure, …

  • SEBI NAV applicability rule of 2021

    Encyclopedic reference on SEBI's February 2021 NAV applicability rule: the unification of fund-realisation-based NAV applicability across all scheme …

  • SEBI scheme rationalisation circular of 2017

    Encyclopedic reference on SEBI's October 2017 categorisation and rationalisation circular: the 36-category framework for open-ended mutual fund schemes, …

  • Section 111A of the Income Tax Act

    Encyclopedic reference on Section 111A of the Income Tax Act, 1961: the short-term capital gains tax provision for listed equity and equity-oriented mutual …

  • Section 112A of the Income Tax Act

    Encyclopedic reference on Section 112A of the Income Tax Act, 1961: the long-term capital gains tax provision for listed equity and equity-oriented mutual …

  • Side-pocketing framework for Indian debt mutual funds

    Encyclopedic reference on the SEBI side-pocketing framework for Indian debt mutual funds: the December 2018 circular permitting segregated portfolios for …

  • Statement of Additional Information for Indian mutual funds

    Encyclopedic reference on the Statement of Additional Information (SAI): the AMC-level disclosure document common to all schemes of an Indian mutual fund, …

  • Systematic Investment Plan in India

    Encyclopedic reference on the Systematic Investment Plan (SIP) in Indian mutual funds: mechanics, mandate infrastructure, rupee cost averaging, variants, tax …

  • Systematic Transfer Plan (STP)

    Encyclopedic reference on the Systematic Transfer Plan (STP) in Indian mutual funds: the periodic intra-AMC scheme-to-scheme transfer facility that operates …

  • Total Expense Ratio of Indian mutual funds

    Encyclopedic reference on the Total Expense Ratio (TER) framework for Indian mutual funds under SEBI Regulation 52, including slab structure, components, the …

  • Loan against mutual funds (India)

    Secured loan against pledged mutual fund units in India. LTV norms, lien marking via CAMS / KFin / depositories, lenders, taxation, foreclosure rules.

  • Mutual fund auditor (India)

    Statutory auditor of Indian mutual fund schemes under SEBI Regulation 55. Empanelment, scope, rotation, audit report format, ICAI guidance.

  • Mutual fund custodian (India)

    SEBI-registered custodian of Indian mutual funds. Statutory basis, eligibility, functions, settlement with NSDL and CDSL, major custodians.

  • Mutual fund fund accountant (India)

    Fund accountant role for Indian mutual funds. Daily NAV computation under SEBI Regulation 47 to 50, valuation norms, TER accounting, IDCW distribution.

  • Mutual fund Registrar and Transfer Agent (India)

    SEBI-registered RTAs for Indian mutual funds. CAMS and KFin Technologies dominate. Regulation 26A duties, MFCentral, KYC, Karvy 2019 enforcement.

  • Mutual fund trust structure (India)

    Three-tier sponsor-trustee-AMC trust structure of Indian mutual funds under the Indian Trusts Act 1882 and SEBI MF Regulations 1996. Roles, safeguards, history.

  • Mutual fund unit-holder rights (India)

    Rights of mutual fund unit-holders in India under SEBI MF Regulations 1996, the SEBI Investor Charter 2021, and the Indian Trusts Act 1882.

  • Nomination on a mutual fund folio (India)

    Mandatory nomination on Indian mutual fund folios under SEBI Regulation 29A. Eligibility, opt-out, transmission interplay, legal-heir distinction.

  • Active equity vs passive equity investing in India

    A factual comparison of actively managed equity mutual funds and passive index funds/ETFs in India, covering cost, alpha generation, SPIVA data, market …

  • Aditya Birla Sun Life Mutual Fund

    Aditya Birla Sun Life Mutual Fund (ABSL MF) is a large Indian AMC sponsored by the Aditya Birla Group and Sun Life Financial of Canada, managing Rs 3.5+ lakh …

  • Aggressive hybrid mutual fund

    Encyclopedic reference on aggressive hybrid mutual funds in India: SEBI 65 to 80% equity and 20 to 35% debt allocation rules, equity taxation treatment, …

  • Alpha (Jensen's alpha) in mutual funds

    Jensen's alpha measures the excess return a mutual fund generates over the return predicted by the Capital Asset Pricing Model (CAPM), adjusting for systematic …

  • AMFI advertisement code

    The AMFI advertisement code governs the content, format, and approval requirements for all advertising by mutual fund AMCs and distributors in India, ensuring …

  • AMFI Best Practice Guidelines (BPG)

    The AMFI Best Practice Guidelines are a comprehensive set of conduct and disclosure standards issued by AMFI to govern the behaviour of asset management …

  • AMFI Circular 27 -- biometric KYD discontinuation

    AMFI Circular 27 discontinued the mandatory biometric fingerprint requirement for mutual fund distributor KYD in India, replacing it with Aadhaar-based OTP and …

  • AMFI Code of Ethics (ACE)

    The AMFI Code of Ethics (ACE) sets out the principles-based ethical obligations that govern asset management companies and mutual fund distributors registered …

  • AMFI Group Company classification

    AMFI's Group Company classification defines the rules under which mutual fund AMCs must identify and disclose investments in group companies of their sponsors, …

  • AMFI industry composition report

    The AMFI industry composition report provides a category-wise breakdown of total mutual fund AUM in India, enabling analysis of how investor assets are …

  • AMFI monthly AUM data

    AMFI publishes monthly assets under management (AUM) data for all mutual fund schemes and AMCs in India, making it the authoritative source for industry-wide …

  • AMFI Quarterly Average AUM (AAUM) data

    AMFI's Quarterly Average AUM (AAUM) is the average of daily AUMs over a quarter, used for computing distributor commissions, TER slabs, and regulatory tiering …

  • AMFI Registration Number (ARN)

    The AMFI Registration Number (ARN) is a mandatory licence issued by AMFI to mutual fund distributors in India, governed by SEBI regulations and NISM …

  • AMFI revamped factsheet (2024)

    The 2024 AMFI factsheet revision introduced significant changes to mutual fund monthly factsheet disclosure requirements in India, including enhanced risk …

  • AMFI Risk-O-Meter

    The AMFI Risk-O-Meter is a standardised six-level risk labelling tool for mutual fund schemes in India, mandated by SEBI to help investors assess and compare …

  • AMFI SIP contribution data

    AMFI publishes monthly systematic investment plan (SIP) data for the Indian mutual fund industry, including aggregate inflows, active SIP accounts, and new …

  • AMFI standardised factsheet template

    The AMFI standardised factsheet template specifies the mandatory layout, data fields, and disclosure requirements for monthly mutual fund factsheets published …

  • AMFI T30 and B30 city categorisation

    AMFI's T30/B30 framework divides Indian cities into the top-30 by mutual fund AUM and the next 100 cities, enabling differential distributor incentives and …

  • Arbitrage mutual fund

    Encyclopedic reference on arbitrage mutual funds in India: cash-futures spread exploitation, SEBI 65% equity (arbitrage) minimum, equity-fund taxation, …

  • AUM size classification of mutual funds in India

    SEBI classifies Indian mutual fund schemes by assets under management (AUM) size into categories, large-cap, mid-cap, and small-cap, based on market …

  • Axis Mutual Fund

    Axis Mutual Fund is a major Indian AMC sponsored by Axis Bank, known for its quality-focused equity franchise and affected by a front-running scandal in 2022.

  • B30/T30 incentive framework, Indian mutual funds

    Encyclopedic reference on India's B30/T30 mutual fund distribution incentive: the SEBI-mandated additional TER for inflows from cities beyond the top 30, its …

  • Bajaj Finserv Mutual Fund

    Bajaj Finserv Mutual Fund is a new Indian AMC launched in 2023, sponsored by Bajaj Finserv Limited, part of the diversified Bajaj Group financial services …

  • Balanced advantage fund

    Encyclopedic reference on Balanced Advantage Funds (BAF) and Dynamic Asset Allocation Funds in India: dynamic equity-debt rebalancing models, equity taxation, …

  • Balanced advantage fund vs aggressive hybrid fund

    A factual comparison of Balanced Advantage Funds (BAFs) and Aggressive Hybrid Funds in India, covering SEBI categorisation, asset allocation rules, risk …

  • Bandhan Mutual Fund

    Bandhan Mutual Fund is the renamed successor to IDFC Mutual Fund, rebranded in 2023 following Bandhan Financial Holdings' acquisition of IDFC AMC.

  • Baroda BNP Paribas Mutual Fund

    Baroda BNP Paribas Mutual Fund is an Indian AMC jointly sponsored by Bank of Baroda and BNP Paribas Asset Management, formed after the 2022 merger of their …

  • Beta in mutual funds

    Beta measures a mutual fund's sensitivity to movements in its benchmark index. A beta of 1.0 means the fund moves in line with the benchmark; above 1.0 …

  • BSE 100 TRI (Total Returns Index)

    The BSE 100 TRI is the total-return variant of the BSE 100 index, representing the 100 largest companies listed on BSE by free-float market capitalisation. It …

  • BSE 500 TRI (Total Returns Index)

    The BSE 500 TRI is the total-return variant of the BSE 500 index, representing approximately 93% of the total market capitalisation of BSE-listed companies. It …

  • Canara Robeco Mutual Fund

    Canara Robeco Mutual Fund is a joint venture AMC between Canara Bank and Robeco Groep of the Netherlands, managing over Rs 90,000 crore in diversified schemes.

  • Close-ended mutual fund

    Close-ended mutual fund schemes in India: NFO-only subscription, mandatory listing, FMP and capital-protection variants, taxation, decline post-2014.

  • Conservative hybrid mutual fund

    Encyclopedic reference on conservative hybrid mutual funds in India: SEBI 10 to 25% equity and 75 to 90% debt rules, debt-fund taxation, CRISIL Hybrid 85+15 …

  • Contra mutual fund

    Encyclopedic reference on contra (contrarian) equity mutual funds in India: SEBI definition requiring contrarian investment strategy, difference from value …

  • Corporate bond mutual fund

    Encyclopedic reference on corporate bond mutual funds in India: SEBI definition (80% in AA+ and above rated bonds), credit quality screen, duration flexibility, …

  • Corporate Debt Market Development Fund (CDMDF)

    CDMDF is a backstop liquidity facility established by the Government of India in 2023 to provide emergency liquidity to debt mutual funds during periods of …

  • Credit quality bucketisation in debt mutual funds

    Credit quality bucketisation is the distribution of a debt mutual fund's portfolio across rating categories, AAA, AA, A, BBB, and below, that determines the …

  • Credit risk mutual fund

    Encyclopedic reference on credit risk mutual funds in India: SEBI definition (65% in below-AA rated bonds), accrual strategy, Franklin Templeton 2020 winding-up …

  • CRISIL Composite Bond Fund Index

    The CRISIL Composite Bond Fund Index is a benchmark for Indian composite or medium-to-long duration bond mutual funds, comprising a blend of government …

  • CRISIL Liquid Fund Index

    The CRISIL Liquid Fund Index is the standard benchmark for Indian liquid mutual fund schemes, representing a portfolio of money market instruments with residual …

  • CRISIL Short-Term Bond Fund Index

    The CRISIL Short-Term Bond Fund Index is the standard benchmark for Indian short-duration debt mutual fund schemes, representing a blended portfolio of …

  • CRISIL Ultra Short-Term Bond Fund Index

    The CRISIL Ultra Short-Term Bond Fund Index is the benchmark for Indian ultra short-duration debt mutual fund schemes, representing a portfolio of money market …

  • Daily MTM for debt mutual funds

    Reference on the daily mark-to-market process for debt mutual funds in India: operational timeline, valuation agency price feeds, YTM computation, and NAV …

  • Debt mutual fund vs bank fixed deposit (post-2023 tax regime)

    A factual comparison of debt mutual funds and bank fixed deposits in India under the post-April 2023 tax regime, covering taxation, returns, liquidity, credit …

  • Direct mutual fund portals comparison: Coin vs Groww vs Kuvera vs MFU

    A factual comparison of major direct mutual fund investment platforms in India, Zerodha Coin, Groww, Kuvera, and MF Utility, covering features, unit-holding …

  • Direct vs regular plan TER differential in mutual funds

    The TER differential between a mutual fund's direct plan and its regular plan measures the embedded distributor commission in the regular plan. In Indian equity …

  • Direct-to-regular and regular-to-direct switch implications

    Reference on switching between direct and regular plans of the same mutual fund scheme in India: tax treatment, TER differential, trail commission implications, …

  • Distributor remuneration disclosure in mutual funds

    Reference on SEBI-mandated disclosure of mutual fund distributor commissions in India: annual report disclosures, commission disclosure statements, CAS …

  • Dividend reinvestment option in mutual funds (historical)

    Historical reference on the dividend reinvestment option in Indian mutual funds: mechanics before the 2021 IDCW renaming, DDT regime, comparison with growth …

  • Dividend-yield mutual fund

    Encyclopedic reference on dividend-yield equity mutual funds in India: SEBI mandate for 65% in high-dividend-yield stocks, income-oriented equity strategy, …

  • Downside capture ratio in mutual funds

    The downside capture ratio measures what percentage of benchmark losses a mutual fund captures when the benchmark delivers a negative return. A ratio below 100 …

  • DSP Mutual Fund

    DSP Mutual Fund is an Indian AMC owned by the DSP Group following the buyout of BlackRock's stake in 2018, offering equity, debt, and passive schemes.

  • Dynamic bond mutual fund

    Encyclopedic reference on dynamic bond mutual funds in India: SEBI definition allowing any duration and credit mix, active management across yield curve, …

  • Edelweiss Mutual Fund

    Edelweiss Mutual Fund is an Indian AMC sponsored by Edelweiss Financial Services, known for the Bharat Bond ETF series and alternative asset funds.

  • ELSS mutual fund

    Encyclopedic reference on Equity Linked Savings Scheme (ELSS) mutual funds in India: Section 80C tax deduction up to ₹1.5 lakh, 3-year lock-in, SEBI rules, new …

  • ELSS vs NPS

    A factual comparison of Equity Linked Savings Scheme (ELSS) and the National Pension System (NPS) as Section 80C and 80CCD tax-saving instruments in India, …

  • ELSS vs PPF

    A detailed comparison of Equity Linked Savings Scheme (ELSS) and Public Provident Fund (PPF) as Section 80C tax-saving instruments in India, covering returns, …

  • ELSS vs ULIP

    A factual comparison of Equity Linked Savings Scheme (ELSS) and Unit Linked Insurance Plan (ULIP) as Section 80C instruments in India, covering cost, lock-in, …

  • Employee Unique Identification Number (EUIN)

    The EUIN is a mandatory identifier issued by AMFI to individual employees of mutual fund distributors in India, enabling accountability for specific investment …

  • Entry load in mutual funds, historical note

    Entry load was a one-time charge levied on mutual fund investors at the time of purchase, deducted from the investment amount before units were allotted. SEBI …

  • EPFO and the Equity ETF Channel

    How the Employees' Provident Fund Organisation became a dominant institutional investor in Indian equity ETFs, its mandate evolution from 2015 to 2025, …

  • Equity Culture in India and the Role of Mutual Funds

    How mutual funds became the primary vehicle for expanding equity culture in India, transforming equity investing from an urban elite activity to a mass retail …

  • Equity ETF in India

    Encyclopedic reference on equity exchange-traded funds (ETFs) in India: SEBI definition, creation-redemption mechanism, tracking error, NSE/BSE listing, …

  • Equity savings mutual fund

    Encyclopedic reference on equity savings mutual funds in India: SEBI rules for unhedged equity, arbitrage, and debt allocation, equity-fund taxation treatment, …

  • ESG and Sustainable Investing in Indian Mutual Funds

    The evolution of ESG (environmental, social, governance) mutual fund schemes in India, from the first ESG funds in 2018-19 to SEBI's disclosure framework, …

  • Exit load cap rule, Indian mutual funds

    Encyclopedic reference on SEBI's exit load cap rule for Indian mutual funds: the prohibition on entry loads, the 1% cap for equity funds, credit of exit loads …

  • Exit load in mutual funds

    An exit load is a charge deducted from redemption proceeds when an investor exits a mutual fund within a specified holding period. It discourages short-term …

  • Flex SIP and Smart SIP

    Reference on flex SIP and smart SIP in Indian mutual funds: valuation-based variable instalment mechanisms, how market signals adjust the investment amount, and …

  • Focused equity mutual fund

    Encyclopedic reference on focused equity mutual funds in India: SEBI 30-stock maximum concentrated portfolio rule, no market-cap constraint, high conviction …

  • Folio number in mutual funds

    Reference on folio numbers in Indian mutual funds: what a folio is, how it is assigned, relationship to PAN and KYC, consolidation of folios, and distinction …

  • Franklin Templeton India Mutual Fund

    Franklin Templeton India Mutual Fund is the Indian arm of the US-based Franklin Templeton Investments, active since 1996 and notable for its 2020 debt fund …

  • Gilt mutual fund

    Encyclopedic reference on gilt mutual funds in India: SEBI definition (80% in government securities across maturities), interest rate risk, RBI monetary policy …

  • Gold ETF in India

    Encyclopedic reference on Gold ETFs in India: SEBI definition, 99.5% purity physical gold backing, demat form, GST exemption, taxation, custodian arrangements, …

  • Gold ETF vs Sovereign Gold Bond vs Gold mutual fund

    A factual comparison of Gold ETFs, Sovereign Gold Bonds (SGBs), and gold mutual funds (fund of funds) in India covering returns, tax treatment, liquidity, …

  • Growth option vs IDCW option in mutual funds

    Comparative reference on the growth and IDCW (formerly dividend) options in Indian mutual funds: NAV mechanics, tax efficiency, suitability by investor profile, …

  • GST on mutual fund management fees

    Goods and Services Tax (GST) at 18 per cent applies to the investment management fee component of a mutual fund's total expense ratio. It is embedded within the …

  • HDFC Mutual Fund

    HDFC Mutual Fund is one of India's largest AMCs, sponsored by HDFC Ltd and abrdn plc, with over Rs 6 lakh crore AUM and a deep equity franchise.

  • HSBC Mutual Fund

    HSBC Mutual Fund is the Indian AMC of HSBC Group, expanded by the 2023 acquisition of L&T Mutual Fund schemes, operating across equity, debt, and passive …

  • ICICI Prudential Mutual Fund

    ICICI Prudential Mutual Fund is one of India's largest AMCs, jointly sponsored by ICICI Bank and Prudential plc, managing over Rs 7 lakh crore in AUM.

  • IDCW, Income Distribution cum Capital Withdrawal

    Reference on IDCW (Income Distribution cum Capital Withdrawal) in Indian mutual funds: renaming from dividend, mechanics, record date, NAV impact, tax …

  • Illiquid asset workout in mutual funds

    Reference on the management and recovery of illiquid or defaulted assets in Indian mutual funds: SEBI restrictions on illiquid securities, workout mechanisms, …

  • Information ratio in mutual funds

    The information ratio measures the consistency of a mutual fund manager's ability to generate active returns (alpha) relative to the active risk taken (tracking …

  • Insurance-Linked Savings vs Mutual Funds in India

    A comparative analysis of traditional life insurance savings products (endowment, money-back, ULIPs) versus mutual funds in India, covering cost structures, …

  • Inter-AMC migration of mutual fund investments

    Reference on migrating mutual fund investments between different AMCs in India: mechanics, settlement gap risk, tax implications, and comparison with intra-AMC …

  • Inter-scheme switch in mutual funds

    Detailed reference on inter-scheme switches within the same AMC in India: operational mechanics, applicable NAV, exit loads, capital gains tax, and common use …

  • International fund of funds vs direct foreign brokerage for overseas investing

    A factual comparison of international mutual fund of funds (FoFs) and direct overseas brokerage accounts for Indian investors seeking foreign equity exposure, …

  • Interval mutual fund scheme

    Interval mutual fund schemes in India: SEBI definition, Specified Transaction Periods, mandatory listing, taxation, decline post-2023 indexation loss.

  • Invesco Mutual Fund India

    Invesco Mutual Fund India is the Indian AMC of US-based Invesco Ltd, formerly Religare Invesco Mutual Fund, operating since 2006 with equity and debt schemes.

  • Know Your Distributor (KYD)

    Know Your Distributor (KYD) is a mandatory due-diligence process administered by AMFI that verifies the identity, qualifications, and integrity of mutual fund …

  • Large-and-midcap mutual fund

    Encyclopedic reference on large-and-midcap equity mutual funds in India: SEBI 35% large-cap and 35% mid-cap mandatory allocation, benchmark NIFTY LargeMidcap …

  • Large-cap mutual fund

    Comprehensive reference on large-cap equity mutual funds in India: SEBI October 2017 categorisation rules, top-100 company mandate, asset allocation, taxation, …

  • LIC Mutual Fund

    LIC Mutual Fund is a public sector Indian AMC sponsored by Life Insurance Corporation of India, one of the original 1987-era mutual fund entrants.

  • Liquid fund vs savings account

    A factual comparison of liquid mutual funds and bank savings accounts in India for short-term cash parking, covering returns, liquidity, insurance, taxation, …

  • Liquid fund vs sweep-in FD

    A factual comparison of liquid mutual funds and bank sweep-in fixed deposits for short-term cash parking in India, covering returns, liquidity, taxation, …

  • Liquid mutual fund

    Encyclopedic reference on liquid mutual funds in India: SEBI definition (debt instruments maturing up to 91 days), graded exit load, instant redemption, …

  • Lock-in periods in mutual funds, ELSS, retirement, and children's funds

    Certain mutual fund categories in India carry mandatory lock-in periods during which investors cannot redeem their units. ELSS funds have a 3-year lock-in; …

  • Lump-sum investing in mutual funds

    Reference on lump-sum investing in Indian mutual funds: mechanics, applicable NAV, tax treatment, comparison with SIP and STP, and suitability considerations.

  • Macaulay duration in debt mutual funds

    Macaulay duration is the weighted average time to receive all cash flows from a bond, measured in years, where the weights are the present values of each cash …

  • Mark-to-market (MTM) for debt holdings in mutual funds

    Reference on mark-to-market valuation of debt instruments in Indian mutual funds: methodology, SEBI mandate, impact on NAV, duration sensitivity, and comparison …

  • Maximum drawdown in mutual funds

    Maximum drawdown (MDD) is the largest peak-to-trough decline in a mutual fund's NAV during a specified period. It measures the worst-case loss an investor could …

  • Mid-cap mutual fund

    Encyclopedic reference on mid-cap equity mutual funds in India: SEBI 2017 definition (101st-250th companies), 65% minimum allocation rule, benchmark indices, …

  • MITRA (Mutual Fund Investment Tracing and Retrieval Assistant)

    MITRA is an AMFI-operated portal that enables investors and their legal heirs to trace and retrieve dormant or unclaimed mutual fund folios across all AMCs and …

  • Modified duration in debt mutual funds

    Modified duration measures the price sensitivity of a bond or a debt mutual fund's portfolio to a 1 percentage point change in interest rates. A higher modified …

  • Motilal Oswal Mutual Fund

    Motilal Oswal Mutual Fund is an Indian AMC sponsored by Motilal Oswal Financial Services, known for its QGLP quality-growth philosophy and concentrated equity …

  • MSCI Emerging Markets Index

    The MSCI Emerging Markets Index is a free-float adjusted market capitalisation-weighted index maintained by MSCI Inc. that covers large- and mid-cap equities …

  • MSCI World Index as an Indian Mutual Fund Benchmark

    The MSCI World Index is a free-float adjusted market capitalisation-weighted index covering large- and mid-cap equities across 23 developed market countries. It …

  • Multi-asset allocation mutual fund

    Encyclopedic reference on multi-asset allocation mutual funds in India: SEBI requirement for at least three asset classes with minimum 10% each, …

  • Multi-cap fund vs flexi-cap fund in India

    A factual comparison of SEBI-defined multi-cap and flexi-cap equity mutual fund categories in India, covering mandatory allocation rules, portfolio …

  • Multi-cap mutual fund

    Encyclopedic reference on multi-cap equity mutual funds in India: SEBI September 2020 mandatory 25-25-25 allocation rule across large-cap, mid-cap, and …

  • Mutual Fund AUM Growth in India (2000 to 2026)

    A data-driven account of how India's mutual fund industry grew from Rs 1 lakh crore AUM in 1999 to Rs 67 lakh crore by 2025, covering the drivers, inflection …

  • Mutual fund cut-off times (India)

    Encyclopedic reference on SEBI's cut-off time rules for Indian mutual fund transactions: the applicable times for equity, debt, liquid, and overnight funds, and …

  • Mutual fund vs ETF in India

    A factual comparison of open-ended actively managed mutual funds and exchange-traded funds (ETFs) in India, covering structure, cost, liquidity, tracking error, …

  • Mutual fund vs NPS Tier-II

    A factual comparison of open-ended mutual funds and NPS Tier-II accounts in India covering access, tax treatment, cost, investment options, and suitability for …

  • Mutual fund vs PMS vs AIF in India

    A factual comparison of mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) in India covering minimum investment, SEBI …

  • Mutual fund vs stock investing in India

    A factual comparison of mutual fund investing and direct equity stock investing in India covering diversification, cost, time requirements, taxation, and …

  • Mutual fund vs ULIP

    A factual comparison of mutual funds and Unit Linked Insurance Plans (ULIPs) in India covering cost structure, insurance component, lock-in, tax treatment, …

  • Nasdaq 100 as an Indian Mutual Fund Benchmark

    The Nasdaq 100 is used by Indian mutual fund schemes offering exposure to the 100 largest non-financial US companies listed on the Nasdaq Stock Market. This …

  • New Fund Offer (NFO)

    Comprehensive reference on New Fund Offers (NFOs) in India: subscription window, SEBI filing requirements, allotment mechanics, pricing, types of NFOs, and …

  • NIFTY 10-Year G-Sec Index

    The NIFTY 10-Year G-Sec Index tracks the performance of the on-the-run 10-year benchmark Government of India security, capturing the total return from the …

  • NIFTY 5-Year G-Sec Index

    The NIFTY 5-Year G-Sec Index tracks the total return of the on-the-run 5-year Government of India security. Published by NSE Indices Limited, it serves as the …

  • NIFTY 50 index fund

    Encyclopedic reference on NIFTY 50 index funds in India: passive replication of the benchmark, low TER, tracking error, SEBI rules, taxation, comparison with …

  • NIFTY 50 TRI (Total Returns Index)

    The NIFTY 50 TRI is the total-return variant of India's benchmark large-cap equity index, reinvesting dividends into the index level. It is the most widely used …

  • NIFTY 500 TRI

    The NIFTY 500 TRI is the total-return variant of the NIFTY 500 index, covering the 500 largest NSE-listed companies and representing approximately 96% of NSE's …

  • NIFTY Bank TRI

    The NIFTY Bank TRI is the total-return variant of the NIFTY Bank index, comprising the 12 most liquid and large banking stocks listed on NSE. It is the primary …

  • NIFTY FMCG TRI

    The NIFTY FMCG TRI is the total-return variant of the NIFTY FMCG index, covering the 15 largest fast-moving consumer goods companies listed on NSE. It is the …

  • NIFTY IT TRI

    The NIFTY IT TRI is the total-return variant of the NIFTY IT index, covering the 10 largest information technology companies listed on NSE. It is the benchmark …

  • NIFTY Midcap 150 TRI

    The NIFTY Midcap 150 TRI is the total-return variant of the NIFTY Midcap 150 index, covering companies ranked 101-250 by full market capitalisation on NSE. It …

  • NIFTY Pharma TRI

    The NIFTY Pharma TRI is the total-return variant of the NIFTY Pharma index, covering the 20 most liquid and large pharmaceutical and healthcare stocks listed on …

  • NIFTY Smallcap 250 TRI

    The NIFTY Smallcap 250 TRI is the total-return variant of the NIFTY Smallcap 250 index, covering companies ranked 251-500 by full market capitalisation on NSE. …

  • NISM Series V-A: Mutual Fund Distributors Certification Examination

    NISM Series V-A is the mandatory certification examination for mutual fund distributors in India, prescribed by SEBI and administered by the National Institute …

  • NISM Series V-B: Mutual Fund Foundation Certification Examination

    NISM Series V-B is a foundational-level certification examination for individuals who want basic familiarity with the Indian mutual fund industry, administered …

  • NISM Series V-C: Mutual Fund Distributors (Senior) Certification Examination

    NISM Series V-C is a higher-level certification for experienced mutual fund distributors in India, required for handling complex products and high-net-worth …

  • Open-ended mutual fund

    Open-ended mutual fund schemes in India: definition under SEBI MF Regulations 1996, daily NAV, subscription / redemption mechanics, categories, taxation.

  • Overnight mutual fund

    Encyclopedic reference on overnight mutual funds in India: SEBI definition (overnight maturity instruments only), near-zero credit and duration risk, TREPS and …

  • Penetration of Mutual Funds vs Bank Deposits in India

    A comparative analysis of household savings allocation between bank deposits and mutual funds in India, covering structural barriers, tax treatment, return …

  • Pension Fund Overlap with Mutual Funds in India

    How India's National Pension System intersects with the mutual fund industry through shared AMC managers, similar regulatory frameworks, and complementary roles …

  • PGIM India Mutual Fund

    PGIM India Mutual Fund is the Indian AMC of PGIM (Prudential Financial's global investment arm), formerly Pramerica Mutual Fund, operating since 2010.

  • Pledge of mutual fund units

    Reference on pledging mutual fund units in India as collateral for loans or trading margin: SEBI and RBI framework, lien marking process, CDSL/NSDL mechanics, …

  • Portfolio turnover ratio in mutual funds

    Portfolio turnover ratio measures how frequently a mutual fund replaces its holdings over a year. A high ratio indicates frequent trading, which increases …

  • Quant Mutual Fund

    Quant Mutual Fund is an Indian AMC using a proprietary VLRT quantitative framework, and one of India's fastest-growing fund houses through 2020 to 2024.

  • R-squared in mutual funds

    R-squared (coefficient of determination) measures what proportion of a mutual fund's return variation can be explained by movements in its benchmark index. A …

  • Regular plan vs direct plan mutual fund

    A detailed comparison of regular plan and direct plan mutual funds in India covering expense ratios, distributor commission, NAV differences, tax treatment, and …

  • Reliance Mutual Fund (historical)

    Reliance Mutual Fund was the Reliance ADA Group's AMC operating from 2004 to 2019, when it was rebranded as Nippon India Mutual Fund after Nippon Life's …

  • Retail Investor Participation in Mutual Funds in India

    An analysis of retail investor participation in Indian mutual funds, covering folio counts, PAN-based investor data, SIP penetration, geographic spread, and …

  • Riskometer, the six-band risk scale for mutual funds

    Complete reference on the SEBI riskometer for mutual funds in India: six risk bands, methodology for equity and debt schemes, monthly update requirement, …

  • Robo-Advisory in Indian Mutual Funds

    An overview of robo-advisory platforms in the Indian mutual fund industry, their regulatory classification, business models, key players, and comparative role …

  • S&P 500 as an Indian Mutual Fund Benchmark

    The S&P 500 is the benchmark used by Indian mutual fund schemes that invest in US large-cap equities through feeder funds, fund-of-funds, or direct overseas …

  • SEBI (Mutual Funds) Regulations, 1996

    Comprehensive encyclopedic reference on SEBI (Mutual Funds) Regulations, 1996: the principal statutory framework governing Indian mutual funds, covering …

  • SEBI debt MF taxation amendment FY24 (India)

    Encyclopedic reference on the Finance Act 2023 amendments removing indexation benefit and the 20% LTCG rate for debt mutual funds in India, effective 1 April …

  • SEBI fund manager qualification and scheme limits (India)

    Encyclopedic reference on SEBI's rules for mutual fund manager qualifications, maximum number of schemes a fund manager may manage simultaneously, and the …

  • SEBI multi-cap reclassification 2020

    Encyclopedic reference on SEBI's November 2020 multi-cap fund reclassification circular: the mandatory 25/25/25 minimum allocation rule, the Flexicap Fund …

  • SEBI Mutual Fund Lite framework (India)

    Encyclopedic reference on SEBI's Mutual Fund Lite framework: the simplified registration and operational regime for passive-only AMCs, designed to lower …

  • SEBI mutual fund sponsor eligibility rules (India)

    Encyclopedic reference on SEBI's sponsor eligibility criteria for Indian mutual funds: the financial soundness test, track record requirement, contribution …

  • SEBI scheme merger and conversion rules (India)

    Encyclopedic reference on SEBI's framework for mutual fund scheme mergers and conversions in India: regulatory trigger, SEBI approval process, exit window for …

  • SEBI Specialised Investment Funds (SIF) framework

    Encyclopedic reference on SEBI's Specialised Investment Funds (SIF) framework introduced in 2024: eligibility, minimum investment threshold, permitted …

  • SEBI swing pricing framework for debt mutual funds (India)

    Encyclopedic reference on SEBI's swing pricing mechanism for Indian debt mutual funds: the anti-dilution framework, full and partial swing triggers, the phased …

  • Sectoral and thematic mutual fund

    Encyclopedic reference on sectoral and thematic equity mutual funds in India: SEBI definition, 80% minimum in sector or theme, one-scheme-per-sector exception, …

  • Segregated portfolio, Indian mutual funds

    Encyclopedic reference on the segregated portfolio mechanism in Indian mutual funds: definition, creation process, NAV computation, investor rights, and the …

  • Settlement cycles for mutual fund transactions (T+1/T+2/T+3)

    Reference on T+1, T+2, and T+3 settlement cycles for mutual fund redemptions in India: SEBI timelines for different scheme types, redemption proceeds payment, …

  • Sharpe ratio in mutual funds

    The Sharpe ratio measures the excess return earned per unit of total risk (standard deviation) in a mutual fund. It is the most widely used single-number …

  • Short-duration mutual fund

    Encyclopedic reference on short-duration mutual funds in India: SEBI Macaulay duration 1 to 3 year rule, credit quality flexibility, return expectation, …

  • Side-pocketed scheme in debt mutual funds

    Reference on side-pocketing in Indian debt mutual funds: mechanics of segregated portfolio creation, SEBI framework, NAV bifurcation, investor implications, …

  • SIP Growth Story in India

    How Systematic Investment Plans grew from a niche product to a Rs 25,000-crore-per-month national savings habit, covering the regulatory, infrastructure, and …

  • SIP pause and SIP cancellation

    Reference on pausing and cancelling SIPs in Indian mutual funds: SEBI-allowed pause duration, operational process, effect on NACH mandate, and distinction from …

  • SIP vs lump sum mutual fund investment

    A factual comparison of systematic investment plans (SIP) and lump-sum investments in Indian mutual funds covering rupee cost averaging, return outcomes, …

  • SIP vs recurring deposit (RD)

    A factual comparison of Systematic Investment Plans (SIPs) in equity mutual funds and bank recurring deposits (RDs) in India covering returns, risk, liquidity, …

  • Small-cap mutual fund

    Encyclopedic reference on small-cap equity mutual funds in India: SEBI 2017 definition (251st company onwards), 65% minimum rule, liquidity risk, benchmark …

  • Smallcase Managers vs Mutual Fund Managers: Regulatory Contrast

    A regulatory comparison of smallcase portfolio managers and SEBI-registered mutual fund AMCs in India, covering registration, disclosure, fee structures, …

  • Sortino ratio in mutual funds

    The Sortino ratio is a risk-adjusted performance measure that divides excess return by downside deviation, the standard deviation of only negative returns, …

  • Stamp duty on mutual fund units

    A stamp duty of 0.005 per cent of the investment amount applies to all purchases and switches of mutual fund units in India with effect from 1 July 2020, under …

  • Standard deviation as a mutual fund risk metric

    Standard deviation measures the dispersion of a mutual fund's periodic returns around its mean return. As the denominator of the Sharpe ratio, it is the most …

  • Step-up SIP (Top-up SIP)

    Reference on step-up SIP (top-up SIP) in Indian mutual funds: mechanics, annual increment options, tax treatment, AMFI registration, and comparison with regular …

  • STT on equity-oriented mutual fund redemption

    Securities transaction tax (STT) is levied at 0.001 per cent on the redemption of equity-oriented mutual fund units. It is charged on the value of units …

  • Sundaram Mutual Fund

    Sundaram Mutual Fund is a Chennai-based Indian AMC sponsored by Sundaram Finance, expanded by the 2022 absorption of Principal Mutual Fund schemes.

  • Switch in mutual funds (intra-AMC, inter-scheme, inter-AMC)

    Complete reference on switching mutual fund units in India: intra-AMC, inter-scheme, inter-AMC switch mechanics, tax implications, applicable NAV, …

  • Total expense ratio in mutual funds

    The total expense ratio (TER) is the annual cost a mutual fund charges unitholders as a percentage of its average daily net assets, covering management fees, …

  • Tracking difference in index funds

    Tracking difference is the gap between an index fund's cumulative return and the return of its benchmark total return index over a given period. Unlike tracking …

  • Tracking error in index funds

    Tracking error measures how closely an index fund or ETF replicates the return of its benchmark index. It is the annualised standard deviation of the daily …

  • Transmission of mutual fund units on death

    Reference on the transmission of mutual fund units to nominees or legal heirs in India on the death of a unitholder: SEBI rules, documentation, process, joint …

  • Treynor ratio in mutual funds

    The Treynor ratio measures excess return per unit of systematic risk (beta) rather than total risk. It is the appropriate risk-adjusted metric when evaluating a …

  • Trigger-based investing in mutual funds

    Reference on trigger-based mutual fund investing in India: types of triggers (NAV, index, date, event), automated switch and redemption triggers, SEBI …

  • Ultra-short-duration mutual fund

    Encyclopedic reference on ultra-short-duration mutual funds in India: SEBI Macaulay duration 3 to 6 months rule, comparison with liquid and low-duration funds, …

  • Upfront commission in mutual funds, banned in 2018

    Historical reference on upfront commissions paid to mutual fund distributors in India, SEBI's October 2018 ban, the churning problem it addressed, and the …

  • Upside capture ratio in mutual funds

    The upside capture ratio measures what percentage of benchmark gains a mutual fund captures when the benchmark posts a positive return. A ratio above 100 …

  • UTI Mutual Fund

    UTI Mutual Fund is India's oldest mutual fund, successor to the Unit Trust of India (post-2003 bifurcation), co-sponsored by SBI, PNB, Bank of Baroda, and LIC.

  • Value mutual fund

    Encyclopedic reference on value equity mutual funds in India: SEBI definition requiring value investment strategy, 65% minimum equity, comparison with contra …

  • WhiteOak Capital Mutual Fund

    WhiteOak Capital Mutual Fund is an Indian AMC launched in 2022, founded by Prashant Khemka, former Goldman Sachs India and White Oak Capital Management …

  • Yield to maturity for debt mutual funds

    Yield to maturity (YTM) of a debt mutual fund is the weighted average yield of all bonds in the portfolio, representing the expected pre-expense annualised …

  • Anchor investor in Indian IPOs

    Encyclopedic reference on anchor investors in Indian IPOs: the QIB sub-category that bids one day before retail, the ₹10 crore minimum, lock-in periods,.

  • ASBA (Application Supported by Blocked Amount)

    Encyclopedic reference on ASBA: the SEBI-mandated fund-blocking mechanism for Indian IPO applications since 2008, how it replaced cheque-based refunds,.

  • Bank ASBA via NetBanking for IPO applications in India

    Encyclopedic reference on bank ASBA via NetBanking: the bank-direct alternative to UPI ASBA for IPO applications in India, how SCSB NetBanking works,.

  • Bigshare Services

    Bigshare Services is a SEBI Category I registrar to an issue and share-transfer agent based in Mumbai, active in SME and mainboard IPO allotments across India.

  • Book building in Indian IPOs

    Encyclopedic reference on book building: the price-discovery mechanism for Indian IPOs, SEBI's regulatory framework, the bid-collection process, price.

  • Book running lead manager (BRLM) in Indian IPOs

    Encyclopedic reference on the book running lead manager: the SEBI-registered merchant bank at the centre of an Indian IPO, its statutory duties, fee.

  • Cameo Corporate Services

    Cameo Corporate Services is a SEBI Category I registrar to an issue and share-transfer agent headquartered in Chennai, with a strong South India footprint...

  • Cut-off price in an Indian IPO

    Encyclopedic reference on the cut-off price option in Indian IPOs: what it means, who can use it, how the blocked amount is calculated, and why retail.

  • Draft Red Herring Prospectus (DRHP) in India

    Encyclopedic reference on the Draft Red Herring Prospectus: the SEBI-observation precursor to the RHP, its mandatory contents, the 30-day public comment.

  • IPO listing day in India (T+3)

    Encyclopedic reference on IPO listing day in India: what happens on T+3 morning, pre-open session, price discovery, demat credit timeline, UPI block.

  • IPO lot size in India

    Encyclopedic reference on IPO lot size: the SEBI-prescribed minimum unit of application, how lot sizes are set for mainboard and SME issues, the minimum.

  • IPO oversubscription and allotment in India

    Encyclopedic reference on IPO oversubscription and allotment: how SEBI prescribes allotment by lottery for retail oversubscription, proportionate NII.

  • IPO price band in India

    Encyclopedic reference on the IPO price band: the floor and ceiling range for book-built IPO bids in India, SEBI's 20% cap rule, how the band is set, and.

  • ITR-2 (Income Tax Return)

    ITR-2 is the Indian income tax return form for resident individuals and HUFs with capital gains but no business or professional income, including equity.

  • Link Intime India

    Link Intime India is a SEBI Category I registrar to an issue and share-transfer agent, part of the Computershare group, handling mainboard and SME IPO.

  • Maashitla Securities

    Maashitla Securities is a SEBI Category I registrar to an issue and share-transfer agent based in New Delhi, active primarily in SME IPO mandates on BSE.

  • Mainboard IPO in India

    Encyclopedic reference on the mainboard IPO: SEBI ICDR eligibility criteria, disclosure standards, investor categories, book-building mechanics, and how.

  • Mainboard IPO versus SME IPO in India

    Side-by-side comparison of mainboard IPOs and SME IPOs in India: eligibility, disclosure standards, lot sizes, investor categories, market making,.

  • Non-Institutional Investor (NII)

    Encyclopedic reference on Non-Institutional Investors (NIIs/HNIs) in Indian IPOs: SEBI ICDR definition, small and big NII sub-categories from December.

  • Non-Resident Indian (NRI)

    Encyclopedic reference on Non-Resident Indians (NRIs) investing in Indian IPOs: FEMA definition, NRO/NRE accounts, PIS vs non-PIS, UPI ASBA limitations,.

  • Qualified Institutional Buyer (QIB)

    Encyclopedic reference on Qualified Institutional Buyers (QIBs) in Indian IPOs: SEBI ICDR Regulation 2(zd) definition, 50% allocation, anchor investor.

  • Reading a Red Herring Prospectus: a reference guide

    Reference guide for reading an Indian IPO Red Herring Prospectus: which sections matter most, how to find key financial data, risk factor evaluation,.

  • Red Herring Prospectus (RHP) in India

    Encyclopedic reference on the Red Herring Prospectus: the legally binding offer document for Indian IPOs, its SEBI-mandated contents, the RHP-vs-DRHP.

  • Registrar to an Issue

    A registrar to an issue is a SEBI Category I intermediary that manages the back-office of a public offering: bid consolidation, allotment, and depository.

  • Retail Individual Investor (RII)

    Encyclopedic reference on Retail Individual Investors (RIIs) in Indian IPOs: SEBI ICDR definition, ₹2 lakh bid cap, UPI ASBA mechanics, allotment rules,.

  • SEBI (Issue of Capital and Disclosure Requirements) Regulations, 2018

    The SEBI ICDR Regulations 2018 are India's principal law governing public equity issuances, including IPOs, rights issues, and follow-on offerings.

  • SEBI ICDR Regulations 2018: summary

    A concise summary of the SEBI (ICDR) Regulations 2018, covering IPO eligibility, offer document requirements, pricing, and allotment norms.

  • SEBI SCORES

    SEBI SCORES is the online complaint management portal for Indian securities market investors, launched in 2011 and upgraded to SCORES 2.0 in 2023.

  • SEBI SCORES investor grievance: filing guide

    Step-by-step guide to filing and tracking an investor complaint on the SEBI SCORES 2.0 portal, including escalation to SMART ODR.

  • SME IPO in India

    Encyclopedic reference on SME IPOs in India: the NSE Emerge and BSE SME platforms, SEBI eligibility criteria, lighter disclosure standards, higher lot.

  • Tax treatment of listing-day gains

    Tax treatment of listing-day gains on IPO shares sold on the day of stock exchange listing, including STCG classification, STT implications, and worked.

  • Basis of allotment in an Indian IPO

    Encyclopedic reference on the basis of allotment: how registrars decide who receives how many shares in an Indian IPO, the SEBI-prescribed lottery for.

  • Best broker for F&O trading in India

    An objective evaluation of Indian stockbrokers for futures and options trading, covering brokerage, platform features, margin, option chain tools, and API...

  • Best broker for intraday trading in India

    An objective evaluation of the leading Indian stockbrokers for intraday equity trading, covering brokerage charges, platform speed, margin, and order types.

  • Best broker for IPO in India

    An objective evaluation of Indian stockbrokers for IPO applications, covering UPI ASBA process, allotment, GMP tracking, and platform usability.

  • Best broker for mutual funds in India

    An objective evaluation of Indian platforms for direct mutual fund investing, covering expense ratios, platform usability, SIP management, and cost structures.

  • Bonds on Zerodha

    How to buy and sell listed bonds on Zerodha: corporate bonds, exchange-traded debt, charges, settlement, and tax treatment.

  • Commodity derivatives (MCX) on Zerodha

    Commodity futures and options on Zerodha via MCX: eligible contracts, SEBI-FMC framework, brokerage, margins, contract specs, and tax treatment.

  • Currency derivatives on Zerodha

    Currency futures and options on Zerodha: eligible pairs, SEBI-RBI framework, brokerage, margins, position limits, and tax treatment.

  • Discount brokers in India

    An encyclopedic overview of discount stockbrokers in India: definition, history, leading firms, regulatory framework, charge structures, and market share.

  • Equity segment on Zerodha

    How the equity cash segment works on Zerodha: product codes, brokerage, margins, settlement, tax treatment, and comparison with other brokers.

  • ETF investing on Zerodha

    Exchange-traded funds on Zerodha: how ETFs trade, product codes, types, expense ratios, tracking error, and tax treatment for index, gold, and debt ETFs.

  • Fixed deposits on Zerodha (Blostem)

    Fixed deposits on Zerodha via the Blostem platform: how it works, partner banks and NBFCs, interest rates, DICGC insurance, and tax treatment.

  • Full-service vs discount broker

    A neutral encyclopedic comparison of full-service and discount stockbrokers in India across fees, services, regulation, and suitability for different.

  • G-Sec on Zerodha

    Investing in Government Securities (G-Secs) on Zerodha via RBI Retail Direct and exchange-traded G-Secs: mechanics, brokerage, yields, and tax treatment.

  • GoldenPi (bonds and fixed income platform)

    GoldenPi is an online marketplace for bonds, debentures, and fixed income instruments in India, integrated with Zerodha to provide bond investment access.

  • Initial Public Offering (IPO) in India

    Encyclopedic reference on Initial Public Offerings (IPOs) in India: history, SEBI ICDR framework, UPI ASBA mechanism, investor categories, basis of.

  • InvITs on Zerodha

    Infrastructure Investment Trusts (InvITs) on Zerodha: SEBI framework, publicly listed and privately placed InvITs, distributions, risks, and tax treatment.

  • IPO segment on Zerodha

    How to apply for IPOs on Zerodha via Kite and Console: UPI ASBA, cut-off price, lot size, allotment process, and post-listing procedures.

  • MTF on Zerodha

    Margin Trading Facility (MTF) on Zerodha: how leveraged equity delivery works, SEBI framework, interest charges, eligible securities, and risk management.

  • Mutual funds on Zerodha (Coin)

    How Zerodha's Coin platform works for direct mutual fund investing: zero commission, demat-held units, SIP mechanics, SEBI framework, and tax treatment.

  • NPS on Coin (Zerodha)

    National Pension System through Zerodha's Coin platform: account opening, contribution mechanics, fund selection, Section 80CCD deductions, and withdrawal...

  • OFS on Zerodha

    Offer for Sale (OFS) on Zerodha: how promoters and government disinvestments work via NSE and BSE OFS mechanism, bidding process, cut-off price, and tax.

  • Pledge and collateral margin on Zerodha

    How pledging shares and mutual funds works on Zerodha: CDSL pledge mechanism, haircuts, margin generation, unpledge workflow, and regulatory framework.

  • REITs on Zerodha

    Real Estate Investment Trusts (REITs) on Zerodha: how to invest, SEBI framework, distribution yields, tax treatment, and comparison with direct real estate.

  • SLB on Zerodha

    Securities Lending and Borrowing (SLB) on Zerodha: how the SEBI-mandated SLBS platform works, lending income, eligible securities, and tax treatment.

  • Smallcase (thematic portfolio basket platform)

    Smallcase is a thematic investment platform allowing investors to buy and rebalance curated baskets of stocks or ETFs aligned to investment themes,.

  • Smallcases on Zerodha

    Smallcase investment on Zerodha: how thematic basket portfolios work, SIP via smallcase, rebalancing mechanics, charges, and tax treatment.

  • Sovereign Gold Bonds on Zerodha

    Sovereign Gold Bonds (SGBs) on Zerodha: subscription via Kite, secondary market trading, interest income, tax exemption at maturity, and SEBI-RBI framework.

  • T-Bills on Zerodha

    Treasury Bills on Zerodha: 91-day, 182-day, and 364-day T-Bills, RBI auction access, exchange trading, yield calculation, and tax treatment.

  • Tax-free bonds on Zerodha

    Tax-free bonds on Zerodha: what qualifies, NHAI, REC, PFC bonds, secondary market trading, yield calculation, and tax exemption under Section 10(15).

  • Tijori Finance (fundamental research platform)

    Tijori Finance is an Indian fundamental equity research platform offering detailed company analysis, supply chain mapping, shareholding data, and.

  • Zerodha Coin (direct mutual fund platform)

    Zerodha Coin is a direct mutual fund investment platform that holds units in demat form, eliminating distributor commissions and enabling portfolio.

  • Zerodha Varsity (financial education portal)

    Zerodha Varsity is a free financial literacy portal offering structured modules on stock markets, technical analysis, F&O, personal finance, and trading.