Guides
A growing collection of how-to guides and reference notes.
- Large and Mid Cap mutual fund in India
A large and mid cap mutual fund is a SEBI-categorised equity scheme that invests minimum 35 per cent in large-cap stocks and minimum 35 per cent in mid-cap stocks. Covers the SEBI categorisation, the role as a balanced mid-to-large cap exposure, the major schemes, the comparison with multi-cap and flexi-cap funds, and the tax treatment.
- L&T Mutual Fund (historical)
L&T Mutual Fund is now documented at the canonical L&T Mutual Fund page on webnotes.in.
- KRA Ecosystem MF KYC
Stub article on KRA Ecosystem MF KYC. A full encyclopedic entry is pending.
- Kite FNO Insights
Stub article on Kite FNO Insights. A full encyclopedic entry is pending.
- Kite Alerts
Stub article on Kite Alerts. A full encyclopedic entry is pending.
- KFinKart statement
The KFinKart statement is the consolidated mutual fund statement issued by KFin Technologies, covering all AMCs whose RTA is KFin. Covers the statement structure, how to download via KFinKart investor portal, the comparison with CAMS statement, and the operational use cases.
- Joint Mf Holding Mode
Stub article on Joint Mf Holding Mode. A full encyclopedic entry is pending.
- JM Financial Mutual Fund
JM Financial Mutual Fund is one of India's oldest private-sector AMCs, established in 1994 by the JM Financial Group. Covers the historical evolution including the Morgan Stanley joint venture (1997-2003) and the subsequent Indian-controlled era, the AMC's scheme range across equity debt and hybrid categories, the position within the JM Financial Group's broader financial-services ecosystem, and the role in the modern Indian mutual fund industry.
- Jio BlackRock Mutual Fund
Jio BlackRock Mutual Fund is the Indian asset management joint venture between Jio Financial Services (Reliance Industries) and BlackRock Inc., the world's largest asset manager. Covers the 2023 JV announcement, the SEBI approval and operational launch through 2024-2025, the strategic positioning emphasising digital-native low-cost passive and active schemes, the implications for the Indian mutual fund industry and the broader Jio Financial Services strategy, and BlackRock's return to the Indian mutual fund market after the earlier DSP BlackRock joint venture dissolution.
- Japan-focused mutual funds for Indian investors
Japan-focused mutual funds for Indian investors provide exposure to Japanese equity through Nikkei 225 and TOPIX-tracking schemes. Covers the major Indian Japan-focused funds, the operational considerations, the recent Nikkei 225 rally context, and the post-2023 tax treatment.
- ITR-ready statement for mutual funds
An ITR-ready statement is a comprehensive mutual fund tax document combining capital gains, dividend income, TDS details, and holding information in a single ITR-aligned format. Covers the statement components, how to generate from CAMS/KFin/direct-plan platforms, and the use in ITR-2/ITR-3 filing.
- ITI Mutual Fund
ITI Mutual Fund is an Indian asset management company sponsored by ITI Investors and managed by The Investment Trust of India Limited. Covers the AMC's 2019 operational launch, the scheme range across equity debt and hybrid categories, the focus on quantitative-and-value-oriented investing under fund managers Pradeep Gokhale and team, and the position within the small but growing tier of Indian mutual fund participants.
- It Sector Mutual Fund India
Stub article on It Sector Mutual Fund India. A full encyclopedic entry is pending.
- IRR Mutual Fund
Stub article on IRR Mutual Fund. A full encyclopedic entry is pending.
- IPO process in India
Comprehensive guide to the IPO process in India: the SEBI (ICDR) Regulations 2018 framework, the DRHP and RHP stages, the book-building price-discovery mechanism, anchor investor allocation, retail and QIB quotas, UPI ASBA subscription, allotment and listing, and the post-listing lock-in. Covers the end-to-end timeline from issuer board approval through listing day, the role of merchant bankers and registrars, and the participation routes for retail investors.
- International mutual funds for Indian investors
International mutual funds for Indian investors invest in foreign equity, debt or other assets, providing geographic diversification. Covers the major international fund categories (US, China, EM, Europe, Japan), the SEBI overseas investment cap, the FoF structure, the post-2023 tax treatment, and the strategic role in portfolios.
- International FoF vs direct foreign brokerage (via LRS)
International FoFs and direct foreign brokerage via Liberalised Remittance Scheme (LRS) are the two principal Indian retail routes to foreign equity investing. Covers the cost, operational complexity, tax treatment, and the choice criteria.
- International ETFs in India
International ETFs in India are exchange-traded funds that provide exposure to foreign equity markets through Indian-listed ETF structures. Covers the major international ETFs (Nasdaq 100, S&P 500, Hang Seng, FTSE 100), the overseas-investment-cap constraints, and the post-2023 tax treatment.
- International equity Fund of Funds (FoF)
An international equity Fund of Funds (FoF) is a mutual fund scheme that invests in foreign equity mutual fund schemes, providing Indian retail investors access to global markets. Covers the SEBI FoF framework, the major US/Asia/EU international FoFs, the double-TER consideration, the overseas-cap constraint, and the post-2023 tax treatment.
- Insolvency Bankruptcy Code
Stub article on Insolvency Bankruptcy Code. A full encyclopedic entry is pending.
- Innovation Mutual Fund India
Stub article on Innovation Mutual Fund India. A full encyclopedic entry is pending.
- Infrastructure Mutual Fund India
Stub article on Infrastructure Mutual Fund India. A full encyclopedic entry is pending.
- Infrastructure mutual fund
An Infrastructure mutual fund is a thematic equity scheme investing at least 80 per cent in infrastructure, capital goods, construction, and related companies. Covers the SEBI thematic categorisation, the major infrastructure funds, the role in capex-cycle positioning, and the tax treatment.
- Information ratio in mutual fund performance
The Information ratio measures active return per unit of tracking error, indicating how consistently a fund generates excess return versus its benchmark. Covers the formula, interpretation thresholds, comparison with Sharpe ratio, and use in active mutual fund evaluation.
- Indian Trusts Act 1882
Stub article on Indian Trusts Act 1882. A full encyclopedic entry is pending.
- Indian Income Tax Basics
Stub article on Indian Income Tax Basics. A full encyclopedic entry is pending.
- Indiabulls Mutual Fund (historical)
Indiabulls Mutual Fund was the Indian asset management subsidiary of the Indiabulls Group (the diversified financial services conglomerate). The AMC operated under the Indiabulls Mutual Fund brand from operationalisation through 2023 when it was sold to Groww Asset Management, becoming the current Groww Mutual Fund. Covers the AMC's history, the Indiabulls era scheme line-up, and the 2023 sale that produced the present-day Groww Mutual Fund footprint.
- Indiabulls Housing Finance
Stub article on Indiabulls Housing Finance. A full encyclopedic entry is pending.
- Index fund vs ETF in India
Index funds and ETFs are both passive mutual fund products tracking benchmark indices, but differ in holding mode (folio vs demat), trading mechanics (NAV vs exchange), TER structure, and operational considerations. Covers the side-by-side comparison, the SIP suitability, the liquidity and cost differences, and the choice criteria for Indian retail investors.
- Income Distribution cum Capital Withdrawal (IDCW) in mutual funds
IDCW (Income Distribution cum Capital Withdrawal) is the SEBI-mandated 2021 replacement for the older mutual fund dividend option. Covers the IDCW structure as capital withdrawal rather than dividend income, the tax treatment as taxable distribution under Section 56(2), the comparison with the growth option, the TDS framework under Section 194K, and the strategic implications for retail investors deciding between growth and IDCW.