Mutual Funds
- 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 is the primary benchmark for SEBI-categorised midcap equity mutual funds in India.
- 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 for technology sector mutual funds and ETFs in India and one of the most globally exposed sectoral indices in the NIFTY family.
- 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 benchmark for FMCG sector mutual funds and ETFs in India and a proxy for domestic consumption trends.
- Nifty BeES, India's first exchange-traded fund (2001)
Nifty BeES, launched by Benchmark Mutual Fund on 28 December 2001, was India's first exchange-traded fund and the first ETF in Asia to track a broad equity index, establishing the template for passive investing in Indian capital markets.
- 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 benchmark for banking sector mutual funds and ETFs in India and the underlying for Bank Nifty futures and options.
- 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 total free-float market capitalisation. It serves as the broad-market benchmark for multi-cap, flexi-cap, and total-market equity mutual funds in India.
- 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 performance benchmark for Indian large-cap equity mutual funds.
- 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 large-cap active funds, and major fund examples.
- 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 benchmark for medium-term gilt and target maturity government bond mutual fund schemes in India.
- 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 principal reference instrument for Indian sovereign debt. It is published by NSE Indices Limited and used as the benchmark for gilt and long-duration mutual fund schemes.
- NFO addendum for mutual funds in India
An NFO addendum is a supplementary document issued by a mutual fund AMC to amend, clarify, or update specific terms of the New Fund Offer, including changes to asset allocation, benchmark, load structure, or plan details, and must be filed with SEBI and published on the AMC website.
- 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 comparison with IPOs.
- Net Asset Value (NAV) of a mutual fund
Comprehensive reference on Net Asset Value (NAV) of mutual funds in India: definition, daily computation, cut-off rules, regulatory basis under SEBI MF Regulations 1996, and comparison with market price.
- Neil Parikh
Neil Parikh is the Chairman and CEO of PPFAS Asset Management Private Limited (PPFAS Mutual Fund), son of the late founder Parag Parikh, and a key figure in maintaining the fund house's distinctive long-term value investing culture.
- Neelesh Surana
Neelesh Surana is the Chief Investment Officer (Equities) of Mirae Asset Investment Managers India, overseeing the equity investment process of one of India's most consistently recognised mutual fund houses.
- Navneet Munot
Navneet Munot is the Managing Director and CEO of HDFC Asset Management Company Limited, one of India's two largest mutual fund houses, and a former CIO of SBI Funds Management with over three decades in Indian financial markets.
- NAV cut-off time reform for mutual funds (1 February 2021)
SEBI's reform effective 1 February 2021 changed the NAV allotment rule for all mutual fund schemes to require actual realisation of investor funds before the applicable NAV could be allotted, eliminating the timing arbitrage that had distorted large debt fund inflows.
- NAV computation methodology for mutual funds
Step-by-step reference on how mutual fund NAV is computed in India: asset valuation, liability accrual, unit capital, AMFI valuation agencies, and SEBI regulatory framework.
- 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 article covers the Nasdaq 100's structure, technology concentration, its use as a benchmark for Indian feeder funds and FoFs, and currency-adjusted returns for Indian investors.
- Mutual Funds Sahi Hai
Mutual Funds Sahi Hai is India's largest mutual fund investor education campaign, launched in 2017 by AMFI to demystify mutual fund investing and expand the retail investor base nationwide.
- 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 suitability for different investor profiles.
- 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 regulation, fee structures, transparency, and investor eligibility.
- 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 voluntary savings.
- 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, taxation, and accessibility.
- Mutual fund industry in India
History, structure, regulation, and growth of the mutual fund industry in India from 1963 UTI origins to the 45-AMC landscape of 2024.
- Mutual Fund Industry Employment and Careers in India
An overview of career paths, employment scale, qualification requirements, and compensation structures in India's mutual fund industry, covering fund management, distribution, operations, compliance, and technology roles.
- Mutual fund distributor (intermediary role)
A mutual fund distributor (MFD) in India is an AMFI-registered ARN holder who sells regular-plan mutual fund schemes and earns trail commission, governed by SEBI's no-upfront-commission framework.
- Mutual fund distribution in India
An encyclopedic overview of the mutual fund distribution ecosystem in India, covering intermediary types, regulatory framework, AMFI registration, direct plans, and platform landscape.
- 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 how these interact with the NAV applicability framework.
- 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 points, and structural shifts across twenty-five years.