Guides
A growing collection of how-to guides and reference notes.
- Will Probate Mf Holdings
Stub article on Will Probate Mf Holdings. A full encyclopedic entry is pending.
- Weekly expiry contraction (November 2024)
From 20 November 2024 SEBI restricted weekly options to one expiry per exchange. NSE retained Nifty 50 weeklies while Bank Nifty, Nifty Financial Services, Nifty Midcap Select, and Nifty Next 50 weeklies were discontinued. BSE retained Sensex weeklies while Bankex weeklies were withdrawn. The change collapsed Indian weekly options expiry calendar from five expiries per week across two exchanges to two, materially altering retail volume distribution and option-writing strategy economics.
- Volume Weighted Average Price
Stub article on Volume Weighted Average Price. A full encyclopedic entry is pending.
- Volume Profile KITE
Stub article on Volume Profile KITE. A full encyclopedic entry is pending.
- Volatility Indicators Overview
Stub article on Volatility Indicators Overview. A full encyclopedic entry is pending.
- Value Investing India
Stub article on Value Investing India. A full encyclopedic entry is pending.
- US Mutual Funds available to Indian investors
US-focused mutual funds available to Indian investors provide exposure to US equity markets including S&P 500, Nasdaq 100, and active US equity strategies. Covers the major Indian US-focused funds, the overseas-investment-cap constraint, the comparison with direct LRS investing, and the post-2023 tax treatment.
- Upstox Pro
Stub article on Upstox Pro. A full encyclopedic entry is pending.
- Upstox Mutual Funds
Upstox Mutual Funds is the mutual fund distribution platform offered by Upstox, the discount broker backed by Ratan Tata, Tiger Global and others. Covers the platform features, direct-plan distribution model, integration with Upstox trading account, the comparison with Zerodha Coin, Groww and Angel One platforms, and the operational considerations.
- Union Mutual Fund
Stub article on Union Mutual Fund. A full encyclopedic entry is pending.
- Unifi Mutual Fund
Unifi Mutual Fund is an Indian asset management company sponsored by Unifi Capital, the long-established Chennai-headquartered investment management firm founded by Sarath Reddy. Covers the AMC's 2024-2025 operational launch from the existing Unifi PMS legacy, the value-oriented small and mid-cap investment philosophy, the scheme range, and the position within the value-investing specialist AMC tier of the Indian mutual fund industry.
- Trust structure of Indian mutual funds (sponsor, trustee, AMC, custodian)
Indian mutual funds operate under a three-tier trust structure: sponsor, trustee company and Asset Management Company (AMC), with the custodian as the fourth structural pillar holding the assets. Covers the role of each party, the legal foundation in the Indian Trusts Act 1882 and SEBI Regulations 1996, the conflict-of-interest separations, and the investor-protection rationale.
- Trust Mutual Fund
Trust Mutual Fund is an Indian asset management company sponsored by Trust Investment Advisors and Hitesh Bhagat. Covers the AMC's 2020 launch, the focus on debt-oriented and credit-research-driven schemes, the founder Sandeep Bagla's experience from earlier debt-focused asset managers, the scheme range across debt and hybrid categories, and the position within the small specialist AMC tier in the Indian mutual fund industry.
- Treynor ratio in mutual fund performance
The Treynor ratio measures risk-adjusted return using systematic risk (beta) rather than total volatility. Covers the formula, the comparison with Sharpe ratio, the use in well-diversified portfolios, and the interpretation thresholds.
- Transmission of mutual fund units on death of holder
Transmission is the legal process by which mutual fund units are transferred from a deceased unitholder to a nominee or legal heir. Covers the nominee-route transmission process, the legal-heir route in the absence of nomination, the documentation requirements, the SEBI 2024 transmission reforms streamlining cross-AMC and joint-holding cases, and the operational timeline.
- Trail Upfront Commission Mf
Stub article on Trail Upfront Commission Mf. A full encyclopedic entry is pending.
- Tradingview India
Stub article on Tradingview India. A full encyclopedic entry is pending.
- Tracking error and tracking difference in passive funds
Tracking error measures the volatility of a passive fund's return deviation from its benchmark; tracking difference measures the average return deviation. Covers the calculation, typical ranges for Indian index funds and ETFs, causes of tracking error, and use in evaluating passive fund quality.
- Total Return Index Benchmarking
Stub article on Total Return Index Benchmarking. A full encyclopedic entry is pending.
- Total Return Index (TRI) benchmarking rule
SEBI's Total Return Index (TRI) benchmarking rule requires mutual fund schemes to compare performance against Total Return Index variants rather than Price Return Index. Covers the rule rationale, the TRI vs PRI difference, the impact on relative performance, and the compliance framework.
- Total Expense Ratio (TER) in mutual funds
Total Expense Ratio (TER) is the annual percentage of scheme AUM charged by mutual fund AMCs as fees and operational costs. Covers the TER components, the SEBI caps by scheme category, the direct vs regular plan differential, the compounding impact over multi-year horizons, and tax-efficient TER optimisation.
- TER regulation and slabs for Indian mutual funds
Total Expense Ratio (TER) is the annual percentage of scheme AUM charged by mutual fund AMCs as fees and operational costs. SEBI prescribes maximum TER caps by scheme category and AUM slab. Covers the slab structure for equity, debt, hybrid, index and ETF schemes, the direct-plan TER differential, the historical TER reduction journey, and the per-AMC TER positioning.
- Technology mutual fund (IT sector)
A technology mutual fund is a thematic equity scheme investing at least 80 per cent in technology, IT services, software, and digital-economy companies. Covers the SEBI thematic categorisation, the major Indian tech funds, the comparison with Nifty IT index fund, the role in sectoral allocation, and the tax treatment.
- Technical Analysis India
Stub article on Technical Analysis India. A full encyclopedic entry is pending.
- TDS on NRI mutual fund redemption (Section 195)
Section 195 of the Income Tax Act mandates TDS on mutual fund redemption proceeds paid to Non-Resident Indians (NRIs). Covers the TDS rates by scheme type and capital-gains classification, the DTAA treaty benefits, the LRS/NRO/NRE account framework, and tax-filing implications for NRI investors.
- Tax Saver Fixed Deposit
Stub article on Tax Saver Fixed Deposit. A full encyclopedic entry is pending.
- Taurus Mutual Fund
Taurus Mutual Fund is one of India's oldest private AMCs, set up in 1993, now among the smallest at about Rs 874 crore as of March 2025.
- T+1 and T+2 settlement in Indian mutual funds
T+1 and T+2 settlement cycles in Indian mutual funds determine when subscription credits and redemption proceeds reach the AMC or the investor. Covers the standard T+1 equity scheme settlement, the T+0 to T+1 liquid scheme cycle, the T+2 debt scheme cycle, the SEBI shift to faster settlement timelines, and the practical implications for investors.
- Systematic Withdrawal Plan (SWP) in mutual funds
A Systematic Withdrawal Plan (SWP) is a periodic mutual fund redemption mechanism that withdraws a fixed amount on a fixed schedule from a chosen scheme. Covers SWP mechanics, retirement income use cases, tax efficiency versus dividend distribution, the FIFO redemption ordering, comparison with bank fixed-deposit interest, and operational considerations including the SEBI cut-off rules.
- Systematic Transfer Plan (STP) in mutual funds
A Systematic Transfer Plan (STP) is a mechanism to move a fixed amount on a fixed schedule from one mutual fund scheme to another within the same AMC, typically from a liquid or short-duration debt scheme into an equity scheme. Covers STP mechanics, the lump-sum-to-equity deployment use case, tax treatment, comparison with SIP, and operational considerations.