Guides
A growing collection of how-to guides and reference notes.
- Mutual fund distributor (intermediary role)
A mutual fund distributor is the SEBI-recognised intermediary that sells regular-plan mutual fund schemes to investors in return for distribution commission. Covers the AMFI Registration Number (ARN) framework, the distributor types (bank, IFA, national distributor), the commission structure, the role versus a Registered Investment Adviser (RIA), and the regulatory governance.
- Multi-asset Fund of Funds (FoF)
A Multi-asset Fund of Funds (FoF) is a mutual fund scheme that invests in equity, debt and gold (and sometimes other asset class) mutual fund schemes within a single FoF structure. Covers the major Multi-asset FoFs, the role in single-scheme asset allocation, the comparison with multi-asset mutual funds, and the post-2023 tax treatment.
- Monthly portfolio disclosure in mutual funds
Monthly portfolio disclosure is the SEBI-mandated requirement that mutual fund schemes publish complete portfolio holdings on a monthly basis. Covers the SEBI framework, the disclosure timing, the components beyond top-10 holdings, the comparison with half-yearly portfolio, and the role in investor decision-making.
- Money market mutual fund
A money market mutual fund is a SEBI-categorised debt scheme that invests in money-market instruments (CPs, CDs, T-Bills) with maturity up to one year. Covers the SEBI category framework, the major Money Market Funds, the role in cash management, the comparison with liquid funds, and the tax treatment.
- Momentum Indicators Overview
Stub article on Momentum Indicators Overview. A full encyclopedic entry is pending.
- Minor Folio Mf Holding
Stub article on Minor Folio Mf Holding. A full encyclopedic entry is pending.
- MFU statement
The MFU statement is issued by Mutual Fund Utility (MFU) to investors operating through the AMFI-promoted shared transaction platform. Covers the statement structure, the eCAN-based consolidation, how to download, and the role of MFU in the Indian mutual fund operational landscape.
- Mf Transmission No Nomination
Stub article on Mf Transmission No Nomination. A full encyclopedic entry is pending.
- MF Jobs Career Paths India
Stub article on MF Jobs Career Paths India. A full encyclopedic entry is pending.
- Mf India Ma Timeline
Stub article on Mf India Ma Timeline. A full encyclopedic entry is pending.
- Medium to long duration mutual fund
A medium to long duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration of 4 to 7 years. Covers the SEBI category framework, the major schemes, the rate-cycle positioning, the comparison with medium duration and long duration funds, and the tax treatment.
- Medium duration mutual fund
A medium duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration of 3-4 years. Covers the SEBI category framework, the role in medium-term debt allocation, the major schemes, the comparison with short duration and medium-to-long duration funds, and the tax treatment.
- MCA21 portal
Comprehensive guide to the MCA21 portal: the Ministry of Corporate Affairs e-filing platform for all Indian corporate-law filings, covering company incorporation through SPICe+, annual returns (MGT-7 and AOC-4), board and shareholder resolution registrations, charge filings, director KYC, and the public search infrastructure. Covers the platform's history from 2006, the MCA21 v2 migration, the role of Digital Signature Certificates and Director Identification Numbers, common operational issues, and the relationship with the Registrar of Companies.
- Maximum drawdown in mutual fund analysis
Maximum drawdown (max DD) measures the largest peak-to-trough decline in a mutual fund's NAV over a measurement period. Covers the interpretation, typical ranges by category, use in risk assessment, and relevance for retirement and SWP planning.
- Margin Trading Facility
Stub article on Margin Trading Facility. A full encyclopedic entry is pending.
- Margin pledge of mutual fund units with Zerodha
Margin pledge with Zerodha allows investors holding mutual fund units through Zerodha Coin to pledge those units for additional broker margin in equity F&O or intraday trading. Covers the pledge mechanics, the SEBI September 2020 depository-direct framework, the haircut application by category, the operational steps, and the risk considerations.
- Margin Derivatives India
Stub article on Margin Derivatives India. A full encyclopedic entry is pending.
- Manufacturing Mutual Fund India
Stub article on Manufacturing Mutual Fund India. A full encyclopedic entry is pending.
- Manufacturing mutual fund
A Manufacturing mutual fund is a thematic equity scheme investing at least 80 per cent in manufacturing-themed companies including industrials, capital goods, defence, electronics, and auto. Covers the SEBI thematic categorisation, the major Indian manufacturing funds, the Make in India and PLI scheme tailwinds, and the tax treatment.
- Mahindra Manulife Mutual Fund
Mahindra Manulife Mutual Fund is the 51:49 JV between Mahindra Finance and Manulife, managing about Rs 29,590 crore as of June 2025.
- Macaulay and Modified duration in bond and debt mutual funds
Macaulay duration is the weighted-average time to receipt of bond cash flows; modified duration measures bond-price sensitivity to interest-rate changes. Covers the formulas, the use in SEBI debt-fund categorisation, and the interpretation for rate-cycle positioning.
- Lt Finance Holdings
Stub article on Lt Finance Holdings. A full encyclopedic entry is pending.
- Low duration mutual fund
A low duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration of 6-12 months. Covers the SEBI category framework, the role in short-to-medium term cash management, the major schemes, the comparison with ultra short duration and short duration funds, and the tax treatment.
- Long-Short Equity SIF
A Long-Short Equity SIF is a Specialised Investment Fund category permitting long and short equity positions within a mutual-fund-like structure. Covers the SEBI 2024 SIF framework, the long-short strategy mechanics, the higher minimum investment, and the comparison with traditional mutual funds and hedge funds.
- Long duration mutual fund
A long duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration greater than 7 years. Covers the SEBI category framework, the rate-cycle sensitivity, the major schemes, the comparison with gilt and medium-to-long duration funds, and the post-2023 tax treatment.
- Lock-in periods in Indian mutual funds
Indian mutual funds have specific lock-in periods for certain scheme categories: ELSS (3 years), retirement (5 years or until retirement), children's (5 years or until age 18). Covers the SEBI-mandated lock-ins, the operational mechanics, and the strategic implications.
- Liquid mutual fund vs sweep-in FD
Liquid mutual funds and sweep-in fixed deposits are both options for managing idle cash with bank-account integration. Covers the structural differences, returns, tax, operational considerations, and the choice criteria for Indian retail savers.
- Liquid mutual fund vs savings account
Liquid mutual funds and savings accounts are both used for cash management but differ in returns, liquidity, tax treatment, and operational considerations. Covers the side-by-side comparison and the choice criteria for Indian retail investors managing idle cash.
- Liberalised Remittance Scheme (LRS) tax implications
Stub article on Liberalised Remittance Scheme (LRS) tax implications. A full encyclopedic entry is pending.
- Liberalised Remittance Scheme
Stub article on Liberalised Remittance Scheme. A full encyclopedic entry is pending.