Guides
A growing collection of how-to guides and reference notes.
- Baroda Mutual Fund (historical)
Baroda Mutual Fund was the asset management arm of Bank of Baroda, operating until its merger with BNP Paribas Mutual Fund in 2022 to form Baroda BNP Paribas Mutual Fund. Covers the AMC's history, scheme portfolio, the 2022 merger, and the post-merger continuity.
- Bar/volume colour mismatch (Kite)
Step-by-step procedure for resolving bar / volume colour mismatch on Zerodha Kite charts. Covers theme settings, candle colour rules, and the indicator-specific colour.
- Banking and PSU debt funds
Stub article on banking and PSU debt mutual fund schemes per the SEBI categorisation framework. A full encyclopedic entry is pending.
- Bank-led mutual fund distribution
Bank-led distribution accounts for approximately 25 to 30% of Indian mutual fund distribution by AUM, leveraging banks' large retail-customer bases. Covers the framework, the leading bank distributors, the cross-sell dynamics, and the regulatory considerations.
- Bandhan acquisition of IDFC Mutual Fund (2022)
In April 2022, Bandhan Financial Holdings (parent of Bandhan Bank) completed the acquisition of IDFC Asset Management from IDFC Limited, rebranding the AMC to Bandhan Mutual Fund. The deal valued IDFC MF at approximately Rs 4,500 crore and made Bandhan Bank a major participant in the Indian mutual fund industry. Covers the deal context and aftermath.
- Average SIP ticket size in India
Average SIP ticket size in Indian mutual funds is approximately Rs 2,000 to 4,000 per month, with substantial variation across investor segments. Covers the trends, the role of step-up SIPs, and the implications for industry growth and per-investor wealth creation.
- Average holding period in Indian mutual funds
Average holding period for Indian mutual fund investors is approximately 4 to 7 years, varying by scheme category and investor segment. Covers the trends, the comparison with international benchmarks, and the implications for long-term wealth creation.
- AUM growth 2000 to 2026
The Indian mutual fund industry's Assets Under Management (AUM) grew from approximately Rs 1.1 lakh crore in 2000 to over Rs 65 lakh crore by 2025, representing a 60x expansion over 25 years. Covers the growth drivers, the per-decade trajectory, the SIP-driven retail expansion, and the role of regulatory reforms in enabling industry scale.
- AUM categorisation
AUM categorisation refers to the bucketing of mutual fund schemes by Assets Under Management (AUM) size, used by AMFI, industry analysts, and investors for comparative analysis and risk assessment. Covers the typical size buckets, the relationship with scheme liquidity and execution capability, the implications for small vs large fund investing, and the practical role in scheme selection.
- ASBA for mutual fund subscriptions
ASBA (Application Supported by Blocked Amount) was historically used for IPO applications but has limited application in mutual funds. Covers the framework, the practical use in NFOs, and the distinction from regular SIP / lump-sum subscriptions.
- ARN: AMFI Registration Number
The AMFI Registration Number (ARN) is the licence issued by the Association of Mutual Funds in India to individuals and entities authorised to distribute or sell mutual fund schemes in India. Covers the eligibility criteria, the NISM Series V-A examination requirement, the application and renewal process, the structure of the ARN code, and the regulatory framework distinguishing distributors from investment advisers.
- ARN renewal process
ARN renewal is the periodic re-certification of the AMFI Registration Number, required every 3 years for individual and corporate distributors. Covers the CPE credit requirement, the NISM recertification options, the timing and renewal window, and the consequences of non-renewal.
- Anil Ghelani
Anil Ghelani is Head of Passive Investments and Products at DSP Mutual Fund. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Angel One Mutual Funds platform
Angel One Mutual Funds is the mutual fund distribution arm of Angel One Limited, one of India's largest discount broking firms by client count. Covers the platform's direct-plan distribution model, integration with the Angel One broking app, the role of the platform alongside the parent's recently launched Angel One Mutual Fund (AMC), and the operational mechanics for Indian retail investors.
- Anand Radhakrishnan
Anand Radhakrishnan is Senior equity fund manager at Franklin Templeton India Mutual Fund, lead manager of the Franklin India Bluechip Fund. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- AMFI biometric discontinuation (Circular 27)
AMFI Circular 27 discontinued the biometric capture requirement for the Know Your Distributor (KYD) process, simplifying the ARN application workflow. Covers the policy change, the rationale, the alternative verification methods, and the practical impact on distributor onboarding.
- Aditya Birla Sun Life US Treasury Bond
Stub article on the Aditya Birla Sun Life US Treasury Bond fund offering USD bond exposure. A full encyclopedic entry is pending.
- Aditya Birla Sun Life MF direct portal
The Aditya Birla Sun Life MF direct portal is the investor-facing online platform of Aditya Birla Sun Life Asset Management, offering direct-plan subscription, redemption, SIP management, and folio operations across ABSL Mutual Fund schemes. Covers the portal capabilities and the direct-plan economic benefit.
- 75% rule for unitholder approval
The 75% rule is the SEBI-mandated unitholder approval threshold for material changes to mutual fund schemes, such as scheme mergers, conversions, fundamental investment strategy changes, or wind-up decisions. Covers the framework, the operational implementation, and the role in scheme governance.
- 360 ONE Wealth
Stub article on 360 ONE WAM Limited, the wealth management group successor to IIFL Wealth. A full encyclopedic entry is pending.
- 12 AM to 12:15 AM previous candle missing (Kite)
Reference explanation of why the 12 AM to 12:15 AM previous-session candle can appear missing on Zerodha Kite charts. Covers session timing, pre-open data, and the daily-session boundary.
- 'Error while fetching data' chart error (Kite)
Step-by-step procedure for resolving 'Error while fetching data' message on Zerodha Kite charts. Covers data-feed timing, status, browser, and the support path.
- Zerodha Mutual Fund
Zerodha Mutual Fund (operating as Zerodha Fund House) is an Indian asset management company sponsored by Zerodha Broking Limited, the country's largest discount broker. Covers the AMC's 2023 SEBI approval and operationalisation, the passive-index-only investment philosophy, the integration with Zerodha Coin direct-plan platform, the ultra-low TER positioning, and the position within the broker-aligned digital-native AMC subset of the Indian mutual fund industry.
- Zerodha KRA
Stub article on Zerodha KRA. A full encyclopedic entry is pending.
- Zerodha Funds Transfer
Stub article on Zerodha Funds Transfer. A full encyclopedic entry is pending.
- Zerodha charges
Stub article on Zerodha charges. A full encyclopedic entry is pending.
- Zerodha brokerage calculator
Stub article on Zerodha brokerage calculator. A full encyclopedic entry is pending.
- Yield to Maturity (YTM) in debt mutual funds
Yield to Maturity (YTM) is the expected annualised return on a debt mutual fund if all bonds in the portfolio are held to maturity. Covers the calculation, the interpretation, the use in debt fund evaluation, and the comparison with gross/net portfolio yield.
- XIRR SIP Returns
Stub article on XIRR SIP Returns. A full encyclopedic entry is pending.
- XIRR for SIP returns
XIRR (Extended Internal Rate of Return) is the correct method to compute annualised returns on SIP investments, properly accounting for the time-value of each periodic instalment. Covers the methodology, the Excel/Google Sheets formula, worked examples, and the comparison with CAGR for SIP.