Guides
A growing collection of how-to guides and reference notes.
- Gift City
Stub article on Gift City. A full encyclopedic entry is pending.
- Fund of Funds (FoF) in India
A Fund of Funds (FoF) is a mutual fund scheme that invests in other mutual fund schemes rather than directly in stocks or bonds. Covers the SEBI FoF framework, the major types (domestic equity, international, gold, debt, multi-asset), the double-TER structure, the taxation including the 2023 FoF taxation harmonisation, and the use cases.
- Form 26AS for mutual fund TDS
Form 26AS is the Income Tax Department's consolidated TDS statement showing all tax deducted at source against a taxpayer's PAN. For mutual fund investors, it includes TDS on IDCW dividends under Section 194K and TDS on NRI redemptions under Section 195. Covers the form structure, how to access via the income-tax e-filing portal, and the use in ITR filing.
- Form 15G and Form 15H for mutual fund TDS
Stub article on Form 15G and Form 15H for mutual fund TDS. A full encyclopedic entry is pending.
- Foreign Asset Managers India
Stub article on Foreign Asset Managers India. A full encyclopedic entry is pending.
- Follow-on Public Offer (FPO)
Comprehensive guide to Follow-on Public Offers (FPOs) in India: the SEBI (ICDR) Regulations 2018 framework, the distinction from IPO and rights issue, the book-building process for FPOs, fresh issue vs offer for sale, pricing flexibility, applicability of LODR continuing obligations, and the historical FPO landscape including Yes Bank, Adani Enterprises, and Vodafone Idea. Covers when issuers choose FPO over QIP or rights issue, and the retail subscription mechanics.
- Folio number in mutual funds
A folio number is the unique account identifier assigned by a mutual fund AMC to an investor's holding within that AMC. Covers folio mechanics, how to find a folio number, consolidating multiple folios under one PAN, the folio versus PAN relationship, recovering forgotten folios through MITRA, and operational considerations for SIPs, redemptions, and transmission.
- FMCG Mutual Fund India
Stub article on FMCG Mutual Fund India. A full encyclopedic entry is pending.
- FMCG and consumption mutual fund
What an FMCG fund and a consumption fund are, how the Nifty FMCG and Nifty India Consumption indices differ, the major schemes with dated TER and AUM, the SEBI thematic rules, and how these funds are taxed.
- Floater mutual fund
A floater mutual fund is a SEBI-categorised debt scheme that invests at least 65 per cent in floating-rate instruments whose interest rates reset periodically. Covers the SEBI category framework, the role as a hedge against rising rates, the major schemes, the comparison with fixed-rate debt funds, and the tax treatment.
- Financial Planning India
Stub article on Financial Planning India. A full encyclopedic entry is pending.
- Fimmda
Stub article on Fimmda. A full encyclopedic entry is pending.
- Fibonacci Sequence
Stub article on Fibonacci Sequence. A full encyclopedic entry is pending.
- Fema Foreign Exchange Management
Stub article on Fema Foreign Exchange Management. A full encyclopedic entry is pending.
- FASTag
Stub article on FASTag. A full encyclopedic entry is pending.
- Factor Investing
Stub article on Factor Investing. A full encyclopedic entry is pending.
- Exponential Moving Average
Stub article on Exponential Moving Average. A full encyclopedic entry is pending.
- Exchange-traded funds (ETFs) in India
Exchange-traded funds in India are mutual fund schemes whose units trade on stock exchanges. Covers the structure, the creation-redemption and Authorised Participant mechanism, equity, debt, gold, silver and international ETFs, iNAV and premium-discount, taxation, and how to buy on the NSE.
- Europe-focused mutual funds for Indian investors
Europe-focused mutual funds for Indian investors provide exposure to European equity through Eurozone, UK, and pan-European schemes. Covers the major Indian Europe-focused funds, the operational considerations, the smaller category size relative to US-focused funds, and the post-2023 tax treatment.
- ESG Investing India
Stub article on ESG Investing India. A full encyclopedic entry is pending.
- Escorts Mutual Fund (historical)
Escorts Mutual Fund was a small-scale Indian asset management subsidiary of the Escorts Group, operating through the 1990s and 2000s as one of the first wave of private-sector AMCs following SEBI's 1993 liberalisation of the Indian mutual fund market. The AMC was eventually acquired by Quantum Mutual Fund as part of broader industry consolidation. Covers the AMC's history and the broader pattern of small-AMC exits.
- Equity Intraday Trading India
Stub article on Equity Intraday Trading India. A full encyclopedic entry is pending.
- Equity Derivatives India
Stub article on Equity Derivatives India. A full encyclopedic entry is pending.
- Epf Employee Provident Fund
Stub article on Epf Employee Provident Fund. A full encyclopedic entry is pending.
- Entry load in mutual funds (historical)
Entry load was an upfront charge on mutual fund purchases prevalent in Indian mutual funds until August 2009 when SEBI abolished it. Covers the historical framework, the abolition, and the impact on investor outcomes.
- Energy Mutual Fund India
Stub article on Energy Mutual Fund India. A full encyclopedic entry is pending.
- Energy mutual fund
An Energy mutual fund is a thematic equity scheme investing at least 80 per cent in oil, gas, power, renewables and energy-services companies. Covers the SEBI thematic categorisation, the major energy funds, the role in commodity-cycle positioning, the renewables transition exposure, and the tax treatment.
- Emerging markets mutual funds for Indian investors
Emerging markets mutual funds for Indian investors provide diversified EM equity exposure typically excluding India. Covers the MSCI EM benchmark, the major Indian EM schemes, the Asia-Pacific ex-Japan funds, the operational considerations, and the post-2023 tax treatment.
- ELSS lock-in: the three-year tax-saver mutual fund constraint
The ELSS (Equity Linked Savings Scheme) lock-in is the three-year mandatory holding period that applies to every ELSS investment, enabling the Rs 1.5 lakh per annum deduction under Section 80C of the Income Tax Act. Covers the lock-in mechanics, FIFO redemption ordering after lock-in, the SIP-level lock-in calculation, comparison with other Section 80C instruments, and operational considerations.
- E KYC Aadhaar Otp MF
Stub article on E KYC Aadhaar Otp MF. A full encyclopedic entry is pending.