Guides
A growing collection of how-to guides and reference notes.
- Direct plan adoption in India
Direct plan adoption in Indian mutual funds has accelerated since the 2013 SEBI mandate, with direct plans now accounting for over 50% of industry AUM. Covers the trajectory, the role of direct-plan platforms, the implications for distributor channels, and the wealth-creation impact for investors.
- Dinesh Khara
Dinesh Khara is Chairman of the State Bank of India (historical context), previously instrumental in the SBI Mutual Fund expansion. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- DHFL default impact on mutual funds
The 2019 default of Dewan Housing Finance Corporation Limited (DHFL), a major Indian housing finance NBFC, caused significant impact on Indian debt mutual fund schemes holding DHFL bonds. Covers the DHFL collapse, the schemes affected, the IBC resolution under which Piramal Group acquired DHFL, and the lasting impact on Indian debt MF regulation.
- Dematerialisation and Rematerialisation of mutual fund units
Dematerialisation converts physical mutual fund unit holdings into electronic demat-account form, while rematerialisation reverses the process. Covers the dematerialisation framework, the difference from folio-based holdings, the use cases, and the role of CDSL / NSDL depositories.
- Debt MF vs FD: comparative analysis (post-2023)
The Debt Mutual Fund vs Bank Fixed Deposit comparison was materially changed by the April 2023 debt-MF taxation reform that removed indexation. Covers the post-2023 tax treatment, the yield differentials, the liquidity comparison, the risk profile, and the practical decision framework for Indian retail investors choosing between debt MFs and bank FDs.
- Day-range blue line on Kite charts
Reference explanation of the day-range blue line on Zerodha Kite intraday charts. Covers the previous-close marker, the current-session range visualisation, and the use in intraday analysis.
- Daiwa Securities Group
Stub article on Daiwa Securities Group, the Japanese securities and asset management major. A full encyclopedic entry is pending.
- Daiwa Mutual Fund (historical)
Daiwa Mutual Fund was the Indian asset management arm of Daiwa Securities Group, the Japanese securities and asset management major. Operating in India briefly during the early 2010s, Daiwa exited the Indian mutual fund market with operations transferred to SBI Mutual Fund and other successor AMCs. Covers the AMC's brief presence, the strategic context, and the exit.
- D P Singh
D P Singh is Deputy Managing Director and Joint CEO of SBI Funds Management. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Crosshair on TradingView v2 (Kite)
Step-by-step explanation of crosshair behaviour on TradingView v2 engine on Zerodha Kite. Covers cursor modes, snap behaviour, and the customisation options.
- CRISIL Liquid Index
The CRISIL Liquid Fund Index is the principal Indian benchmark for liquid and money-market mutual funds, tracking a basket of short-tenor government and high-quality corporate debt instruments. Covers the index methodology, the constituent universe, the role in benchmarking liquid scheme performance, and the relationship with related CRISIL debt indices.
- CPR pivot derivation on Kite
Reference explanation of Central Pivot Range (CPR) computation on Zerodha Kite charts. Covers the three levels (Pivot, BC, TC), the formula, and the daily / weekly / monthly variants.
- CPE credits (AMFI)
Stub article on AMFI Continuing Professional Education credits for ARN-holders and EUIN-holders. A full encyclopedic entry is pending.
- Corporate actions overlaid on Kite charts
Reference explanation of corporate action overlays on Zerodha Kite charts. Covers dividends, splits, bonus, rights, merger demerger markers, and the adjusted-vs-unadjusted price toggle.
- Cooling-off period in mutual funds
A cooling-off period in mutual funds is a short window after subscription during which an investor can withdraw without exit load or other transaction costs. Covers the framework for specific scheme types, the SEBI mandate, and the practical implications for investor decision-making.
- Continuous-chart data for futures (Kite)
Reference explanation of continuous-chart data for futures on Zerodha Kite. Covers Panama back-adjustment, contract rollover, and the implications for historical analysis.
- Close-ended, Interval, and Open-ended schemes
Indian mutual funds are categorised by trading structure into open-ended, close-ended, and interval schemes. Covers the operational differences, the SEBI framework, the typical use cases for each structure, and the implications for investor liquidity.
- CKYC (Central KYC) for mutual funds
CKYC (Central KYC) is a centralised KYC repository operated by CERSAI that holds standardised investor records across all SEBI / IRDAI / RBI / PFRDA-regulated financial entities. Covers the framework, the relationship with KRA, the role in mutual fund onboarding, and the implications for cross-product investing.
- China-focused mutual fund (India)
A China-focused mutual fund is an Indian international fund category that provides exposure to Chinese equity markets (A-shares and H-shares). Covers the structure, the FoF model investing in Hong Kong-listed and US-listed China ETFs, the regulatory and geopolitical context, the tax treatment, and the limited scheme availability in India given SEBI's periodic restrictions on China-specific funds.
- Charts differ across Kite platforms
Reference explanation of why charts on Zerodha Kite web, Kite app, and Kite-embedded products can show slightly different values or layouts. Covers data-feed synchronisation, engine version differences, and the platform-specific defaults.
- ChartIQ not changing in dark mode (Kite)
Step-by-step procedure for resolving ChartIQ not switching to dark mode on Zerodha Kite. Covers theme settings, layout-level dark, and the cache reset.
- ChartIQ drawings disappearing (Kite)
Step-by-step procedure for handling ChartIQ drawings disappearing on Zerodha Kite. Covers save-state, browser cache, layout-level persistence, and the recovery options.
- ChartIQ 8 features overview (Kite)
Reference overview of ChartIQ 8 features available on Zerodha Kite. Covers new chart types, improved theming, performance enhancements, and the migration from ChartIQ 7.
- CDMDF: Corporate Debt Market Development Fund
The Corporate Debt Market Development Fund (CDMDF) is a SEBI-conceptualised industry-funded backstop facility designed to provide liquidity to corporate debt mutual fund schemes during stress events. Covers the structure, the funding mechanism, the activation triggers, and the role in stabilising the Indian corporate-debt mutual fund segment.
- Capture ratios in mutual funds
Capture ratios are mutual fund performance metrics that measure how much of a benchmark's upside (Upside Capture Ratio) and downside (Downside Capture Ratio) a scheme captures. Covers the calculation, the interpretation (UCR>100% in up markets / DCR<100% in down markets is ideal), the relationship with Sharpe and Sortino ratios, and the role in active-fund evaluation.
- Candle info on ChartIQ (Kite)
Reference explanation of the candle info display on ChartIQ engine of Zerodha Kite. Covers the OHLC info panel, crosshair behaviour, and the display customisation.
- BSDA Lite: Basic Services Demat Account Lite
BSDA Lite (Basic Services Demat Account Lite) is a SEBI-introduced demat account structure for small investors, with reduced or waived annual maintenance charges (AMC) for portfolios below specified thresholds. Covers the framework, the eligibility, the threshold limits, the relationship with mutual fund unit demat, and the role in promoting financial inclusion.
- Bonus units in mutual funds
Bonus units are additional mutual fund units issued by an AMC to existing unit holders proportional to their holdings, similar to a stock bonus issue. Covers the framework, the tax treatment, the practical occurrence (rare in modern Indian MFs), and the comparison with IDCW distributions.
- BNP Paribas Mutual Fund (historical)
BNP Paribas Mutual Fund was the Indian asset management arm of BNP Paribas Asset Management, operating until its 2022 merger with Baroda Mutual Fund to form Baroda BNP Paribas Mutual Fund. Covers the AMC's history, scheme portfolio, the merger, and post-merger continuity.
- BNP Paribas Asset Management
Stub article on BNP Paribas Asset Management, the global asset management arm of BNP Paribas banking group. A full encyclopedic entry is pending.