Guides
A growing collection of how-to guides and reference notes.
- R-squared in mutual fund analysis
R-squared measures the proportion of a mutual fund's return variability explained by its benchmark, ranging from 0 to 100. Covers the interpretation, use in evaluating beta meaningfulness, and the choice criteria for actively-managed vs index-aligned funds.
- Quality Investing India
Stub article on Quality Investing India. A full encyclopedic entry is pending.
- PSU mutual fund (Public Sector Undertaking equity scheme)
A PSU mutual fund is a thematic equity scheme that invests primarily in Public Sector Undertaking (PSU) stocks. Covers the SEBI thematic categorisation, the major PSU funds, the comparison with CPSE and Bharat 22 ETFs, the recent strong performance of Indian PSUs, and the tax treatment.
- Promoter
Comprehensive guide to the promoter concept in Indian capital markets: SEBI definition under ICDR Regulations 2018, the minimum promoter contribution requirement of 20 per cent of post-issue capital, the 18-month lock-in on promoter contribution, the 6-month lock-in on excess holdings, the role of the promoter group, the takeover-code implications, and the distinction from public shareholders. Covers IPO eligibility, post-listing obligations, and the historical evolution of the promoter framework.
- Principal Mutual Fund (historical)
Principal Mutual Fund was the Indian asset management subsidiary of Principal Financial Group, operationalised in 1994 as one of the early foreign-asset-manager-sponsored AMCs. The AMC operated under the Principal Mutual Fund brand through 2021 when Principal Financial Group sold the AMC to Sundaram Asset Management. Covers the AMC's history, the Principal era scheme line-up, and the 2021 sale that produced the present-day Sundaram Mutual Fund expanded footprint.
- Pravin Jadhav
Stub article on Pravin Jadhav. A full encyclopedic entry is pending.
- Pramerica Mutual Fund (historical)
Pramerica Mutual Fund was the Indian asset management subsidiary of Prudential Financial Inc. (the US-based insurance and asset manager that operates under the Pramerica brand outside North America). The AMC operated through several name and ownership transitions including the Pramerica era, the DHFL Pramerica joint venture, the post-DHFL crisis transition, and the current PGIM India Mutual Fund. Covers the AMC's history through these transitions.
- Ppfas Flexi Cap Fund
Stub article on Ppfas Flexi Cap Fund. A full encyclopedic entry is pending.
- Ppf Public Provident Fund
Stub article on Ppf Public Provident Fund. A full encyclopedic entry is pending.
- Portfolio turnover ratio in mutual funds
Portfolio turnover ratio measures how frequently a mutual fund manager buys and sells securities, expressed as an annual percentage. Covers the calculation, the impact on costs and taxes, the typical ranges by fund category, and the relevance for evaluating active management style.
- PMS India
Stub article on PMS India. A full encyclopedic entry is pending.
- Pledge of mutual fund units
A pledge of mutual fund units is the legal mechanism by which an investor uses mutual fund holdings as collateral for borrowing without redeeming the units. Covers the pledge mechanics, the Loan Against Mutual Funds (LAMF) ecosystem, the margin pledge framework for broker MTF, the SEBI 2020 pledge reforms following the Karvy episode, and the operational considerations.
- Pharma Sector Mutual Fund India
Stub article on Pharma Sector Mutual Fund India. A full encyclopedic entry is pending.
- Pharma and Healthcare mutual fund
A Pharma and Healthcare mutual fund is a thematic equity scheme investing at least 80 per cent in pharmaceutical, healthcare and life-sciences companies. Covers the SEBI thematic categorisation, the major pharma/healthcare schemes, the role in defensive equity allocation, the comparison with broader equity funds, and the tax treatment.
- Payment and Settlement Systems Act 2007
Stub article on Payment and Settlement Systems Act 2007. A full encyclopedic entry is pending.
- Passive Vs Active Investing
Stub article on Passive Vs Active Investing. A full encyclopedic entry is pending.
- Passive ELSS India
Stub article on Passive ELSS India. A full encyclopedic entry is pending.
- Passive ELSS (index-based tax-saver fund)
A passive ELSS is an index-based tax-saver mutual fund providing Section 80C deduction with the three-year ELSS lock-in, but tracking a defined index rather than active stock selection. Covers the SEBI passive ELSS framework, the major passive ELSS schemes, the comparison with active ELSS funds, and the role for cost-conscious 80C investors.
- Overseas investment cap for Indian mutual funds
The overseas investment cap for Indian mutual funds is the aggregate SEBI-approved limit on foreign equity exposure across all Indian AMCs and overseas-investing schemes. Covers the historical cap progression, the USD 7 billion industry cap and USD 1 billion per-AMC sub-cap, the temporary subscription halts when limits were exhausted, and the implications for investors in international mutual fund schemes.
- Open Architecture MF Distribution
Stub article on Open Architecture MF Distribution. A full encyclopedic entry is pending.
- Old Tax Regime India
Stub article on Old Tax Regime India. A full encyclopedic entry is pending.
- Old Bridge Mutual Fund
Old Bridge Mutual Fund is an Indian asset management company founded by Kenneth Andrade, the long-tenured value investor known for his earlier role at IDFC Asset Management. Covers the AMC's 2024 mutual fund operationalisation, the prior history of Old Bridge Capital Management as a PMS provider, the founder's value-investing philosophy, the scheme line-up emphasising flexi-cap and small-cap strategies, and the position within the value-oriented specialist AMC tier.
- Nre Nro Mutual Fund
Stub article on Nre Nro Mutual Fund. A full encyclopedic entry is pending.
- Nps National Pension System
Stub article on Nps National Pension System. A full encyclopedic entry is pending.
- NPCI and Indian payments infrastructure
Comprehensive guide to NPCI and the Indian retail payments infrastructure: the NPCI legal status under the Payment and Settlement Systems Act 2007, the major rails (UPI, IMPS, NEFT, RTGS, AePS, BBPS, FASTag, RuPay), how each rail clears and settles, the cost structure, the regulatory framework under RBI, and the interaction with mutual fund and broker workflows. Covers the journey from cheque clearing to instant 24x7 settlement and the policy debates around zero MDR on UPI.
- Nomination in mutual funds
Nomination in mutual funds designates one or more individuals to receive the units in the event of the unitholder's death. Covers the SEBI nomination requirements, the 2024 opt-out option, the multi-nominee allocation rules, the freeze consequence for non-compliant folios, the relationship between nomination and inheritance, and the transmission process when the unitholder dies.
- NJ Mutual Fund
NJ Mutual Fund is an Indian asset management company sponsored by NJ India Invest, the country's largest mutual fund distributor. Covers the AMC's 2021 operationalisation, the parent NJ Wealth's role as the largest national distributor with over 30,000 advisor partners, the rules-based factor-investing scheme philosophy, and the position within the distributor-sponsored AMC subset of the Indian mutual fund industry.
- Nifty Smallcap 250 Index Fund
Compare every Nifty Smallcap 250 index fund by expense ratio, AUM and inception, with index methodology, drawdown history, the active small-cap debate, and portfolio role.
- Nifty Next 50 index fund
A Nifty Next 50 index fund tracks the 51st to 100th largest Indian companies, the emerging large caps. The funds, the Nippon India Junior BeES FoF, TER, PR vs TRI, and returns vs Nifty 50.
- Nifty Midcap 150 Index Fund
Compare every Nifty Midcap 150 index fund by expense ratio, AUM and inception, with index methodology, the price-return versus total-return distinction, and portfolio role.