Guides
A growing collection of how-to guides and reference notes.
- SEBI (Mutual Funds) Regulations 1993
Stub article on the SEBI (Mutual Funds) Regulations 1993, the predecessor framework to the 1996 Regulations that liberalised private-sector AMC entry into India. A full encyclopedic entry is pending.
- Scheme reorganisation, merger, and conversion
Scheme reorganisation, merger, and conversion are SEBI-regulated processes by which AMCs can combine schemes, change scheme categorisation, or restructure underlying portfolios. Covers the SEBI framework, the unitholder approval threshold, the exit-load-free redemption window, and the tax implications as a deemed transfer.
- Scheme minimum corpus
Scheme minimum corpus is the SEBI-mandated minimum AUM threshold that a mutual fund scheme must reach during the NFO subscription period for the scheme to launch operations. Covers the framework, the typical minimum amounts by scheme category, and the consequences of failing to meet the threshold.
- Scheme merger and conversion rules
SEBI's scheme merger and conversion framework governs when and how AMCs can merge two existing schemes or convert a scheme's classification. Covers the regulatory framework, the unitholder approval threshold (75% by value), the operational mechanics, the tax implications, and the relationship with the SEBI October 2017 categorisation.
- 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 behaviour, and the implications for long-horizon analysis.
- SBI MF online direct portal
The SBI Mutual Fund online direct portal is the investor-facing online platform of SBI Funds Management, offering direct-plan subscription, redemption, SIP management, and folio operations across SBI Mutual Fund schemes. Covers the portal capabilities, the direct-plan economic benefit, and the relationship with the broader SBI Mutual Fund operations.
- Saved views not visible on Kite
Step-by-step procedure for resolving saved ChartIQ views not appearing on Zerodha Kite. Covers account sync, cache, and the engine-specific scope.
- Saved TradingView layout not loading (Kite)
Step-by-step procedure for fixing saved TradingView layout not loading on Zerodha Kite. Covers account sync, layout format migration, and the recovery options.
- Saurabh Mukherjea
Saurabh Mukherjea is Founder of Marcellus Investment Managers, prominent value investor and author on Indian capital markets. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Sandeep Tandon
Sandeep Tandon is Founder of Quant Mutual Fund and Quant Capital, known for data-driven and quant-style investment approaches. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Samir Arora
Samir Arora is Founder of Helios Capital and Helios Mutual Fund, an industry pioneer in concentrated quality-focused equity investing. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Sailesh Raj Bhan
Sailesh Raj Bhan is Deputy Chief Investment Officer of Nippon India Mutual Fund, equity strategy lead. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- 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 offer US-equity exposure. Covers the index methodology, the role as benchmark for US-focused Indian MFs, the FoF structure of most Indian S&P-500 trackers, and the tax treatment for Indian investors.
- 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 of mutual fund AMCs. CAMS and KFin Technologies between them serve the entire Indian mutual fund industry. Covers the RTA framework, the operational scope, the SEBI regulatory framework, and the role in investor protection.
- 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. Covers the regulatory framework, leading Indian platforms (Scripbox, Kuvera, ET Money curated portfolios), and the practical considerations for investors.
- Risk parity portfolios
Stub article on risk parity portfolio construction in mutual fund and multi-asset investing. A full encyclopedic entry is pending.
- 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 breakdowns, and standardised TER reporting. Covers the 2024 changes versus the prior template, the AMFI rationale, and the implementation timeline.
- Retail participation in Indian mutual funds
Retail investor participation in Indian mutual funds has grown from approximately 1 crore unique investors in 2010 to 4.5+ crore by 2025. Covers the trajectory, the demographic shift, the role of digital platforms, and the broader implications for industry growth and capital-market depth.
- 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 6 of the Income Tax Act. Covers the residency definition, KYC requirements, tax treatment under Sections 112A and 111A, and the operational mechanics of investing through this category.
- Repo rate (India)
Stub article on the RBI repo rate policy framework and the transmission to Indian debt markets. A full encyclopedic entry is pending.
- 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.
- Reliance Mutual Fund (historical)
Reliance Mutual Fund was the Indian asset management arm of Reliance Capital, operating from 1995 to 2019 before its acquisition by Nippon Life Insurance and rebranding as Nippon India Mutual Fund. Covers the history, scheme portfolio, the Anil Ambani group context, the 2019 Nippon acquisition, and the post-rebrand continuity.
- REIT / InvIT exposure cap for mutual funds
SEBI's REIT (Real Estate Investment Trust) and InvIT (Infrastructure Investment Trust) exposure cap for mutual funds limits how much an Indian mutual fund scheme can invest in these instrument classes. Covers the SEBI framework, the per-scheme and per-issuer caps, the relationship with the broader investment-restriction regime, and the implications for thematic / sectoral schemes.
- 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 differential (0.5 to 1.5 percentage points), the long-term compounding impact on terminal wealth, the role of distributor advice, the access routes, and the practical decision framework for different investor profiles.
- Rajeev Thakkar
Rajeev Thakkar is Chief Investment Officer and Equity Fund Manager at PPFAS Mutual Fund. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Radhika Gupta
Radhika Gupta is Managing Director and Chief Executive Officer of Edelweiss Asset Management Company. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- R Janakiraman
R Janakiraman is Senior equity fund manager at Franklin Templeton India Mutual Fund. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Prudential Financial Inc.
Stub article on Prudential Financial Inc., the US-headquartered global financial services group, distinct from the unrelated UK Prudential plc. A full encyclopedic entry is pending.
- 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 investment policies. Covers the regulatory framework under EPFO and the Income Tax Act, the investment limits, the typical scheme preferences (liquid, hybrid, sometimes equity), and the operational mechanics.
- Principal Mutual Fund (historical)
Principal Mutual Fund was the Indian asset management arm of Principal Financial Group, a US-headquartered diversified financial services group. Operating until 2021, the AMC was acquired by Sundaram Asset Management in December 2021, marking Principal Financial Group's exit from the Indian mutual fund market. Covers the AMC's history, scheme portfolio, the Sundaram acquisition, and post-rebrand operational continuity.