Guides
A growing collection of how-to guides and reference notes.
- Insider trading rules for mutual funds
SEBI's Prohibition of Insider Trading (PIT) Regulations 2015 apply to mutual funds, restricting AMC employees from trading in MF units based on non-public material information about scheme holdings or operations. Covers the framework, the designated persons, the trading restrictions, and the enforcement mechanism.
- Indiabulls Mutual Fund (historical)
Indiabulls Mutual Fund was the asset management arm of Indiabulls Housing Finance, operating as a small private-sector AMC before being sold to Groww Asset Management in 2021. Covers the AMC's history, scheme portfolio, and the Groww acquisition that effectively repurposed the AMC structure for the digital-broker's mutual fund ambitions.
- Index fund vs ETF: comparative analysis
The Index fund vs Exchange-Traded Fund (ETF) comparison addresses two passive-investing routes for Indian retail investors: open-ended index mutual fund schemes and exchange-listed ETFs. Both track an underlying index but differ in operational mechanics, cost structure, liquidity, tracking error, and tax efficiency.
- Income Tax Act 1961
Stub article on the Income Tax Act 1961, the principal direct-tax statute in India. A full encyclopedic entry is pending.
- Illiquid asset workout in mutual funds
Illiquid asset workout refers to the AMC's operational process for resolving holdings that have become difficult to value or sell, particularly in stressed credit scenarios. Covers the SEBI framework, the workout playbook (negotiated settlement, IBC, side-pocketing), and the typical resolution timeline.
- IL&FS default impact on mutual funds (2018)
The September 2018 default of Infrastructure Leasing & Financial Services (IL&FS), India's then-largest infrastructure NBFC, caused widespread impact on Indian debt mutual fund schemes holding IL&FS bonds. Covers the IL&FS collapse, the schemes affected, the resolution under the IBC framework, and the policy implications for Indian debt mutual fund regulation.
- IIFL Wealth
Stub article on IIFL Wealth Management, the HNI wealth management arm later rebranded as 360 ONE WAM. A full encyclopedic entry is pending.
- IIFL Mutual Fund (historical)
IIFL Mutual Fund was the asset management arm of IIFL Holdings, operating as a focused boutique AMC before being merged with the broader 360 ONE wealth management group following IIFL Wealth's rebranding. Covers the AMC's history, scheme focus, and the transition into the 360 ONE Mutual Fund successor entity.
- IIFL Holdings
Stub article on IIFL Holdings, the Indian diversified financial services group covering securities, wealth management, and asset management. A full encyclopedic entry is pending.
- IFA model in mutual fund distribution
Independent Financial Adviser (IFA) is the individual ARN-holder distribution model where the distributor operates independently rather than as a bank or national-distributor employee. Covers the framework, the IFA economics, the relationship management approach, and the role in B30 city penetration.
- IDFC Mutual Fund (historical)
IDFC Mutual Fund was the asset management subsidiary of IDFC Limited, operating until April 2022 when it was acquired by Bandhan Financial Holdings and rebranded as Bandhan Mutual Fund. Covers the AMC's history, scheme portfolio, the Bandhan acquisition, and post-rebrand operational continuity.
- IDFC Limited
Stub article on the IDFC Limited holding company, its history as an infrastructure-finance NBFC, and its eventual merger with IDFC First Bank. A full encyclopedic entry is pending.
- ICICI Prudential MF direct portal
The ICICI Prudential MF direct portal is the investor-facing online platform of ICICI Prudential Asset Management, offering direct-plan subscription, redemption, SIP management, and folio operations across ICICI Prudential Mutual Fund schemes. Covers the portal capabilities and the direct-plan economic benefit.
- HSBC acquisition of L&T Mutual Fund (2022)
In November 2022, HSBC Asset Management India completed the acquisition of L&T Investment Management's mutual fund business from L&T Finance Holdings, integrating L&T MF into the HSBC franchise. Covers the deal context, the strategic rationale, the operational integration, and the role in the broader consolidation of the Indian mutual fund industry.
- How to verify your first mutual fund investment was successful
Step-by-step procedure for verifying your first mutual fund investment was successfully processed. Covers email confirmation, folio statement, bank debit reconciliation, and the troubleshooting path if something seems off.
- How to validate mutual fund folio existence via MITRA
Step-by-step procedure for using MITRA (Mutual fund Investor Tracing and Retrieval Assistance) to validate / find forgotten mutual fund folios. Covers MITRA's CAMS+KFin joint service.
- How to use VWAP on Kite
Step-by-step procedure for using VWAP (Volume Weighted Average Price) on Zerodha Kite charts. Covers intraday VWAP, anchored VWAP, intraday institutional use, and the signal interpretation.
- How to use Supertrend on Kite
Step-by-step procedure for using the Supertrend indicator on Zerodha Kite charts. Covers ATR-based computation, default parameters (7, 3), signal interpretation, and the entry/exit setup.
- How to use social media for mutual fund grievance escalation
Step-by-step procedure for using social media (Twitter / LinkedIn) to escalate unresolved mutual fund grievances. Covers AMC's social channels, public visibility leverage, and the responsible use framework.
- How to use RSI on Kite
Step-by-step procedure for using RSI (Relative Strength Index) on Zerodha Kite charts. Covers default 14-period setting, overbought/oversold (70/30), divergence, and the use in trend confirmation.
- How to use mutual funds as a fixed deposit alternative
Step-by-step playbook for replacing fixed deposits with debt mutual funds. Covers category selection, tax-efficiency math, and the lock-in vs liquidity comparison.
- How to use mutual fund units as F&O margin collateral
Step-by-step procedure for using mutual fund units as collateral for F&O (futures and options) margin at a broker. Covers margin pledge framework, eligible MF schemes, LTV, and the operational mechanics.
- How to use MACD on Kite
Step-by-step procedure for using MACD (Moving Average Convergence Divergence) on Zerodha Kite charts. Covers default 12-26-9 setting, signal line crossover, histogram interpretation, and the divergence.
- How to use instant redemption for liquid mutual funds (IRF)
Step-by-step procedure for using the Instant Redemption Facility (IRF) on liquid mutual funds. Covers SEBI's Rs 50,000 / day cap, the eligibility framework, the 30-minute settlement, and the operational alternatives for larger amounts.
- How to use Fibonacci retracements on Kite
Step-by-step procedure for using Fibonacci retracements on Zerodha Kite charts. Covers swing-high to swing-low anchoring, key ratios (23.6, 38.2, 50, 61.8, 78.6), and the use as support/resistance.
- How to use Bollinger Bands on Kite
Step-by-step procedure for using Bollinger Bands on Zerodha Kite charts. Covers default 20-period 2-SD setting, squeeze, expansion, and the mean-reversion vs breakout interpretations.
- How to use an ETF for systematic investment (ETF SIP)
Step-by-step guide to using an ETF for systematic monthly investment. Covers broker-side ETF SIP features, manual monthly purchase, and the ETF vs index-fund SIP trade-off.
- How to update signature on mutual fund KYC (KRA)
Step-by-step procedure for updating your registered signature on mutual fund KYC and at AMCs. Covers the KRA-level update, the bank-attestation requirement, and the implications for redemption signature verification.
- How to update residential status on mutual fund folio
Step-by-step procedure for updating residential status on mutual fund folios when transitioning between resident and NRI. Covers KYC modification, bank conversion, repatriability impact, and FATCA refresh.
- How to update nominee on mutual fund folio
Step-by-step procedure for updating the nominee on a mutual fund folio. Covers AMC form, multi-nominee allocation, percentage split, and the AMC vs CAMS/KFin processing.