Guides
A growing collection of how-to guides and reference notes.
- 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 gilt funds, banking-and-PSU funds, and certain dynamic-bond mutual funds. Covers the index methodology and role in the broader Indian debt-fund benchmarking ecosystem.
- 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 gilt funds and dynamic-bond mutual funds. Covers the index methodology, the role as the policy-rate transmission benchmark, and the relationship with the broader Indian debt market.
- Neil Parikh
Neil Parikh is Chief Executive Officer of PPFAS Asset Management and son of founder Parag Parikh, continuing the firm's value-investing legacy. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Neelesh Surana
Neelesh Surana is Chief Investment Officer of Mirae Asset Investment Managers India. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Navneet Munot
Navneet Munot is Managing Director and CEO of HDFC Asset Management Company. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- NAV cut-off reform (February 2021)
In February 2021, SEBI revised the applicable NAV cut-off rule for mutual fund subscriptions, removing the same-day NAV benefit for amounts above Rs 2 lakh in liquid and overnight schemes. Covers the rationale, the new rule structure, and the implementation impact on investors and AMCs.
- 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 mutual fund schemes from multiple AMCs. Covers the framework, the leading national distributors, the operating model, and the role in Indian MF distribution.
- 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 investors access the index through Fund of Funds (FoF) schemes that invest in US-domiciled Nasdaq 100 ETFs. Covers the index methodology, the tech concentration, the role as benchmark for Indian US-tech-focused MFs, and the tax treatment.
- 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 balanced exposure without lock-in. Covers the structural differences in fund management, cost structure (NPS Tier-II is extremely low-cost), tax treatment, liquidity, and decision framework.
- 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 the framework, the documents required for nominee-based vs succession-certificate-based transmission, the operational workflow via CAMS / KFin / MF Central, and the tax implications for heirs.
- 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 specific investor's risk profile, goals, and circumstances. Covers the Risk-O-Meter alignment, the role of distributors and RIAs, and the SEBI investor-protection framework.
- 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 direct distributors (Kuvera, ET Money, INDmoney, Scripbox), AMC direct portals, and the AMFI-coordinated MF Central and MFU platforms. Covers the broad market structure, the direct-plan vs regular-plan distinction, the regulatory framework, and the comparative role of each segment in Indian retail mutual fund investing.
- Multiple TradingView charts on Kite web
Step-by-step procedure for displaying multiple TradingView charts on Zerodha Kite web. Covers multi-tab approach, split-screen layouts, and the resource considerations.
- Multiple charts open in day theme: fix (Kite)
Step-by-step procedure for fixing the issue where multiple charts on Zerodha Kite open in day (light) theme despite dark theme set. Covers theme propagation, layout persistence, and the reset.
- 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% in each of large/mid/small-cap; Flexicap retains AMC discretion on cap allocation. Covers the regulatory backstory, the practical portfolio differences, the risk-return profiles, and the investor decision framework.
- Multi-cap reclassification (2020)
In September 2020, SEBI mandated that multi-cap mutual fund schemes hold at least 25% in each of large-cap, mid-cap, and small-cap segments, restructuring the multi-cap category. The mandate caused industry consternation, AMC reshuffling, and the eventual creation of the Flexicap category. Covers the rationale, the rule, the industry response, and the lasting impact.
- 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 countries. Indian investors access the index through Fund of Funds (FoF) schemes investing in MSCI World-tracking ETFs. Covers the index methodology, the geographic distribution, the comparison with S&P 500 and MSCI Emerging Markets, and the use for Indian-resident global equity diversification.
- 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 second-largest weight. Covers the index methodology, India's weight evolution, the role as benchmark for India-focused and emerging-market mutual funds, and the comparison with country-specific MSCI India.
- 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, and the rule of thumb.
- Motilal Oswal S&P 500 Index Fund
Stub article on the Motilal Oswal Fund-of-Funds scheme tracking the S&P 500 via US-listed ETFs. A full encyclopedic entry is pending.
- Motilal Oswal Nasdaq 100 FoF
Stub article on the Motilal Oswal Fund-of-Funds scheme tracking the Nasdaq 100 via US-listed ETFs. A full encyclopedic entry is pending.
- Motilal Oswal MSCI EAFE Top 100
Stub article on the Motilal Oswal scheme tracking MSCI EAFE (Europe, Australasia, Far East). A full encyclopedic entry is pending.
- Money market mutual funds
Stub article on money-market mutual fund schemes in India, the SEBI categorisation, and the typical portfolio composition. A full encyclopedic entry is pending.
- 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, dormant, or inactive mutual fund folios across all AMCs in India. Covers the platform structure, the tracing workflow, the operational role of CAMS and KFin, and the role in addressing the unclaimed-folio overhang in the Indian mutual fund industry.
- 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 fund folios. Covers the eligibility criteria, the step-by-step retrieval process via MF Central, documentation for legal heirs and dormant-account holders, and the broader role in reducing the industry's unclaimed-folio overhang.
- Milind Barve
Milind Barve is Former Managing Director of HDFC Asset Management Company (historical). Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- MF vs bank deposit penetration in India
Mutual fund and bank deposit penetration in Indian households represent two distinct categories of financial savings. Bank deposits remain dominant in absolute Rupee terms, but mutual fund participation has grown substantially with structural shifts in household savings allocation. Covers the comparative data, the historical trajectory, and the implications for Indian financial inclusion.
- 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. Covers the typical entry routes, career progression, and required qualifications across major industry functions.
- MF industry employment in India
The Indian mutual fund industry employs approximately 50,000 to 60,000 people directly across AMCs, RTAs, distributors, and ecosystem firms, plus a much larger ARN-holder distributor network. Covers the employment categories, the typical roles, the career paths, and the scale relative to India's broader financial services industry.
- MF advertising disclosure framework
Indian mutual fund advertising operates under SEBI's MF Advertisement Code with extensive mandatory disclosures including standardised performance presentation, risk warnings, and the famous 'subject to market risks' statutory warning. Covers the framework, the mandatory disclosures, and the SEBI / AMFI enforcement mechanism.