Mutual Funds
- SEBI Investment Management Department
Encyclopedic reference on SEBI's Investment Management Department (IMD): the nodal division regulating Indian mutual funds, portfolio managers, investment advisers, and alternative investment funds.
- SEBI half-yearly trustee report for mutual funds
The SEBI half-yearly trustee report is a six-monthly compliance document submitted by the Board of Trustees of each mutual fund to SEBI, certifying that all schemes were managed in compliance with investment mandates, expense ratio limits, and SEBI regulations during the half-year.
- 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 related disclosure requirements under the 1996 Regulations.
- SEBI EOP regulations 2023 (India)
Encyclopedic reference on SEBI's Entry on Exit Point (EOP) regulations for close-ended mutual fund schemes in India (2023): the structured exit option framework, eligibility, mechanics, and investor protections.
- 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 2023, and the regulatory and market responses.
- SEBI compliance audit report for mutual funds
The SEBI compliance audit report is the output of a periodic inspection or audit conducted by SEBI or an SEBI-empanelled auditor to verify that a mutual fund AMC and its schemes comply with SEBI regulations, AMC guidelines, and investor-protection norms.
- SEBI (Mutual Funds) Regulations, 1996
Comprehensive encyclopedic reference on SEBI (Mutual Funds) Regulations, 1996: the principal statutory framework governing Indian mutual funds, covering registration, scheme structure, investment norms, trustee obligations, and major amendments.
- Scripbox
Scripbox is an Indian robo-advisory and direct mutual fund platform that curates a small selection of recommended funds for investor goals, operating as a SEBI-registered investment adviser.
- Scheme performance vs benchmark report for mutual funds
The scheme performance vs benchmark report compares a mutual fund scheme's point-to-point and CAGR returns against its primary and additional total return index benchmarks, and is mandated by SEBI for disclosure in factsheets, annual reports, and AMFI's performance portal.
- Scheme Information Document (SID), Indian Mutual Funds
Encyclopedic reference on the Scheme Information Document (SID): the principal offer document for Indian mutual fund schemes, its mandatory disclosures, SEBI filing process, and relationship to KIM and SAI.
- SBI Mutual Fund direct portal
SBI Mutual Fund's direct plan portal (sbimutualfund.com) allows investors to invest in direct plans of SBI AMC schemes without a distributor, managed by SBI Funds Management Limited, India's largest AMC.
- SBI Mutual Fund
SBI Mutual Fund is India's largest AMC by AUM, sponsored by State Bank of India, managing over Rs 9 lakh crore across equity, debt, and passive schemes.
- Saurabh Mukherjea
Saurabh Mukherjea is the founder and Chief Investment Officer of Marcellus Investment Managers, a SEBI-registered PMS and AIF firm known for its Consistent Compounders portfolio strategy focused on moat-driven businesses.
- Sankaran Naren
Sankaran Naren is the Executive Director and Chief Investment Officer of ICICI Prudential Asset Management Company, one of India's two largest mutual fund houses, known for his contrarian value investing philosophy.
- Sandeep Tandon
Sandeep Tandon is the founder and Chief Investment Officer of Quant Mutual Fund (formerly Escorts Mutual Fund), known for pioneering a proprietary quantitative and predictive analytics framework in Indian mutual fund management.
- Samir Arora
Samir Arora is the founder and fund manager of Helios Capital Management, a Singapore-based hedge fund focused on Indian equities, and a former head of equities at Alliance Capital Management India.
- Sailesh Raj Bhan
Sailesh Raj Bhan is the Deputy Chief Investment Officer and a senior equity fund manager at Nippon India Mutual Fund, known for managing Nippon India Growth Fund and Nippon India Multi Cap Fund.
- 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 ETFs. This article explains the S&P 500's composition, how Indian AMCs use it as a benchmark, the currency dimension, and historical returns relevant to Indian investors.
- 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 length, providing a statistically robust and period-bias-free performance picture.
- 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 alongside traditional financial advisers and IFAs.
- 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, product labelling, and limitations.
- Riskometer framework, Indian mutual funds
Encyclopedic reference on India's mutual fund riskometer: the SEBI-mandated risk-labelling system covering its 2013 introduction, the 2020 six-level revision, methodology, product labelling, and investor disclosure obligations.
- RIA (Registered Investment Adviser) for mutual funds in India
A SEBI-registered investment adviser (RIA) provides fee-based mutual fund advice in India under the IA Regulations 2013, operating under a fiduciary standard and separated from commission-based distribution.
- 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 behavioural patterns from 2000 to 2025.
- Resident individual MF investor
Comprehensive guide to the legal framework, KYC requirements, eligible fund segments, taxation, and regulatory obligations of a resident individual investing in Indian mutual funds under SEBI and Income Tax Act rules.
- 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 acquisition.
- 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 suitability criteria.
- Rajeev Thakkar
Rajeev Thakkar is the Chief Investment Officer and Director of PPFAS Mutual Fund (Parag Parikh Financial Advisory Services AMC), known for managing the Parag Parikh Flexi Cap Fund with a value-oriented, long-term global equity approach.
- Radhika Gupta
Radhika Gupta is the Managing Director and CEO of Edelweiss Asset Management Limited, one of India's most publicly visible mutual fund executives, known for her outspoken advocacy for investor education and her personal narrative around resilience.
- R. Janakiraman
R. Janakiraman is a senior equity fund manager at Franklin Templeton Asset Management India, known for managing Franklin India Prima Fund and other mid-cap and diversified equity schemes.