Mutual Funds
- 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, risk-o-meter, taxation under STCG/LTCG, and comparison with savings accounts and overnight funds.
- 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, insurance, and operational differences.
- 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, and minimum balance requirements.
- 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.
- 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, benchmark indices, and comparison with mid-cap and flexi-cap categories.
- Large-cap fund vs index fund in India
A factual comparison of actively managed large-cap mutual funds and Nifty 50/Sensex index funds in India, covering SEBI categorisation, return history, expense ratio, and alpha generation.
- 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 250, taxation, comparison with flexi-cap and pure large-cap or mid-cap funds.
- Lalit Nambiar
Lalit Nambiar is the Executive Vice President and Fund Manager (Equities) at UTI Asset Management Company, known for his research-driven mid-cap investment approach.
- Kuvera
Kuvera is a SEBI-registered investment adviser and direct mutual fund platform in India, offering zero-commission direct plans, goals-based planning, and tax-loss harvesting tools.
- Krishna Sanghavi
Krishna Sanghavi is the Chief Investment Officer (Equities) of Mahindra Manulife Mutual Fund, a joint venture between the Mahindra Group and Manulife Investment Management, with prior senior roles at Kotak Mahindra AMC.
- Kotak Mutual Fund direct portal
Kotak Mutual Fund's direct portal (kotakmf.com) allows investors to invest in direct plans of Kotak AMC schemes, operated by Kotak Mahindra Asset Management Company Limited.
- Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund is a major Indian AMC sponsored by Kotak Mahindra Bank, offering equity, debt, and passive schemes with Rs 3.5 lakh crore in AUM.
- 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 distributors in India before they may receive commissions from AMCs.
- KFintech mutual fund account statement
The KFintech account statement is the official transaction and holdings record issued by KFin Technologies for mutual fund folios it services, providing investors with a full ledger of purchases, redemptions, dividends, and portfolio valuation.
- KFinKart portal
KFinKart (kfintech.com) is the investor and distributor portal operated by KFin Technologies for mutual fund account access, transactions, and statements for KFin-serviced AMCs.
- Key Information Memorandum (KIM), Indian Mutual Funds
Encyclopedic reference on the Key Information Memorandum (KIM): the standardised one-to-two-page summary document that accompanies every Indian mutual fund scheme at the point of sale.
- Kalpen Parekh
Kalpen Parekh is the Managing Director and CEO of DSP Investment Managers Private Limited (DSP Mutual Fund), known for his emphasis on investor behaviour, long-term compounding, and responsible investing.
- JP Morgan India Amtek Auto incident (2015)
In August 2015 JP Morgan Asset Management India suspended redemptions from two debt schemes after Amtek Auto's bond rating collapsed, marking the first gating event in Indian mutual fund history.
- Joint holders in MF folio
Reference on joint holding in mutual fund folios: eligible combinations, operating modes (anyone/either or survivor), nomination rules, transmission, and restrictions on joint holding with minors or non-residents.
- ITR-ready capital gains statement for mutual funds
The ITR-ready capital gains statement is a tax computation document generated by CAMS, KFintech, or MFCentral that calculates STCG and LTCG from mutual fund redemptions using the FIFO method, formatted for direct use in Schedule CG of Indian income-tax returns.
- Investor Education from TER: How Mutual Fund Fees Fund Financial Literacy in India
How SEBI mandates a portion of the Total Expense Ratio (TER) collected by Indian mutual funds to be allocated to investor education and awareness initiatives, the amounts involved, and AMFI's implementation through the Mutual Funds Sahi Hai campaign.
- 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.
- Interval mutual fund scheme
Interval mutual fund schemes in India: SEBI definition, Specified Transaction Periods, mandatory listing, taxation, decline post-2023 indexation loss.
- 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, covering LRS limits, tax, cost, and regulation.
- 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 cases.
- 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.
- 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, returns, regulatory treatment, and the ongoing market share contest.
- 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 error). It is the primary metric for evaluating active fund management efficiency.
- INDwealth
INDwealth is the premium wealth management sub-brand of INDmoney, offering personalised direct-plan portfolio management and financial planning for high-net-worth investors in India.
- INDmoney
INDmoney is an Indian wealth aggregation and direct mutual fund platform, offering portfolio consolidation, direct MF investing, US stock access, NPS, and a premium advisory tier.