Guides
A growing collection of how-to guides and reference notes.
- Average SIP Ticket Size India
Stub article on Average SIP Ticket Size India. A full encyclopedic entry is pending.
- Average MF Holding Period India
Stub article on Average MF Holding Period India. A full encyclopedic entry is pending.
- ASM Additional Surveillance Measure
Stub article on ASM Additional Surveillance Measure. A full encyclopedic entry is pending.
- Applicable NAV (cut-off rule) in mutual funds
The applicable NAV cut-off rule determines which day's Net Asset Value applies to a mutual fund subscription or redemption order. Covers the SEBI 3 pm cut-off for equity and debt schemes, the 1:30 pm cut-off for liquid schemes, the February 2021 amendment requiring fund realisation, and the practical implications for investors timing transactions.
- Angel One Mutual Funds platform
The Angel One Mutual Funds platform is the mutual fund investing interface offered by Angel One Limited, India's listed discount broker with over 16 million active clients. Covers the platform features, direct-plan distribution model, integration with the Angel One trading account, the comparison with Zerodha Coin, Groww and other direct-plan platforms, and the relationship with the Angel One Mutual Fund AMC.
- Angel One Mutual Fund
Angel One Mutual Fund is an Indian asset management company sponsored by Angel One Limited, the listed discount broker formerly known as Angel Broking. Covers the 2024-2025 mutual fund AMC operationalisation following the broker's SEBI approval, the alignment with the parent's discount-broking distribution, the focus on passive index and ETF strategies, and the position within the broker-aligned AMC subset of the newer-entrant cohort alongside Zerodha Fund House and Jio BlackRock.
- Anchored VWAP
Stub article on Anchored VWAP. A full encyclopedic entry is pending.
- AMFI standardised factsheet
The AMFI standardised factsheet is the monthly per-scheme disclosure document mandated by SEBI and standardised by AMFI for cross-scheme comparison. Covers the factsheet components (performance, portfolio, risk metrics, fund manager details), the publication framework, and the role in investor decision-making.
- Abakkus Mutual Fund
Abakkus Mutual Fund is an Indian asset management company sponsored by Abakkus Asset Manager, founded by Sunil Singhania the long-tenured value investor known for his earlier role at Reliance Mutual Fund. Covers the AMC's 2024-2025 mutual fund operationalisation, the parent Abakkus PMS and AIF business launched in 2018, the founder Sunil Singhania's value-investing philosophy, the scheme range, and the position within the value-investing specialist AMC tier of the Indian mutual fund industry.
- Aadhaar Enabled Payment System (AePS)
Stub article on Aadhaar Enabled Payment System (AePS). A full encyclopedic entry is pending.
- 90 Per Cent Retail FNO Traders Lose Money SEBI Study
Stub article on 90 Per Cent Retail FNO Traders Lose Money SEBI Study. A full encyclopedic entry is pending.
- 360 ONE Mutual Fund
360 ONE Mutual Fund is an Indian asset management company that was formerly IIFL Mutual Fund, rebranded in 2024 after the parent IIFL Wealth and Asset Management renamed itself to 360 ONE WAM. Covers the AMC's history under the IIFL brand, the 2024 rebrand to 360 ONE, the scheme range across equity debt and hybrid categories, and the position within the wealth-management-sponsored AMC tier of the Indian mutual fund industry.
- Video KYC (Video-based Customer Identification Process) in India
Encyclopedic reference on Video KYC (also called Video-based Customer Identification Process or VCIP) in India, the SEBI-and-RBI-permitted alternative to Aadhaar e-KYC for opening regulated financial accounts. Covers the 2020 SEBI and RBI VCIP framework, the operational process (real-time video call with authorised representative, document verification, liveness check), the integration with mutual fund and brokerage KYC workflows including PPFAS SelfInvest, the limitations and comparison with Aadhaar e-KYC, and the technical and operational ecosystem.
- Value Research Online
Encyclopedic reference on Value Research Online, the Delhi-based Indian mutual fund research portal founded by Dhirendra Kumar in 1990. Covers Value Research's distinctive analyst-driven mutual fund rating methodology, the Stars rating system, the Value Research Premium subscription, the underlying portfolio-tracking platform, Dhirendra Kumar's role as one of India's most-cited mutual fund commentators, and Value Research's coverage of PPFAS Mutual Fund schemes.
- Unlisted shares and grey market in India
Encyclopedic reference on the unlisted-shares and pre-IPO grey market in India, the informal and semi-formal market for shares of companies that are not yet listed on Indian stock exchanges. Covers the market's evolution, the principal categories (pre-IPO shares, ESOP shares, sponsor-stake transfers, family-business unlisted shares), the broker-dealer ecosystem, the regulatory framework, the tax framework, and the relevance to PPFAS Ltd shareholding context and broader Indian capital-market structure.
- Unique Identification Authority of India (UIDAI)
Encyclopedic reference on the Unique Identification Authority of India (UIDAI), the statutory authority constituted under the Aadhaar Act 2016 that issues Aadhaar and operates the Central Identities Data Repository. Covers UIDAI's history from 2009 launch through statutory formalisation in 2016, its governance structure under the Ministry of Electronics and Information Technology, the enrolment and authentication infrastructure, the API ecosystem for e-KYC and Aadhaar e-sign used by SEBI-registered intermediaries, the data-protection framework, post-Puttaswamy regulatory constraints, and the operational role in Indian mutual fund onboarding.
- Specialised Investment Fund (SIF) in India
Encyclopedic reference on Specialised Investment Funds (SIFs) in India, the new SEBI-introduced investment vehicle category that bridges the gap between mutual funds (low minimum, standardised strategies) and PMS/AIFs (high minimum, customised strategies). Covers the SEBI 2024 framework, the Rs 10 lakh minimum-investment threshold, the strategy flexibility beyond mutual fund category constraints, the operational and tax framework, and the comparison with related investment vehicles.
- SPAN margin (Standard Portfolio Analysis of Risk)
SPAN margin is the worst-case initial margin on F&O positions, set by the NSE, BSE, and MCX clearing corporations using SEBI-approved risk-array scenarios.
- SEBI MF Total Expense Ratio caps under Regulation 52
Encyclopedic reference on the Total Expense Ratio (TER) cap framework under Regulation 52 of the SEBI (Mutual Funds) Regulations, 1996, the SEBI-prescribed maximum-fee framework that defines the upper bound of expenses chargeable by Indian mutual fund schemes. Covers the AUM-tier-based TER cap structure, the direct-versus-regular plan TER differential, the historical evolution of caps, the impact on Indian AMC pricing including PPFAS Mutual Fund schemes, and the SEBI rationale for the framework.
- SEBI MF sponsor and AMC eligibility conditions
Encyclopedic reference on the SEBI-prescribed eligibility conditions for entities seeking to establish a mutual fund in India as sponsor or AMC. Covers the net-worth requirements, the track-record criteria, the fit-and-proper standards, the sponsor commitment to the AMC, the operational and personnel requirements, and the implementation across Indian AMCs including PPFAS Mutual Fund.
- SEBI MF board independence framework
Encyclopedic reference on the SEBI-prescribed board-independence requirements for Indian mutual fund AMCs and Trustee Companies. Covers the regulatory framework under the SEBI (Mutual Funds) Regulations 1996, the minimum independent-director requirements for AMC and Trustee boards, the fit-and-proper standards, the audit-committee and risk-management-committee independence, and the implementation across Indian AMCs including PPFAS Mutual Fund.
- SEBI Liquid Fund Risk Management Framework 2019
Encyclopedic reference on the SEBI Liquid Fund Risk Management Framework introduced in 2019 in response to the IL&FS and similar debt-fund credit events. Covers the 1:30 p.m. NAV cut-off, the seven-day exit-load on early redemptions, the portfolio composition requirements (minimum 20 per cent in liquid assets), the maturity-cap framework, the Instant Access Facility caps, and the impact on Indian liquid mutual fund schemes including PPFAS Liquid Fund.
- Registrar and Transfer Agent (RTA) in Indian mutual funds
Encyclopedic reference on the Registrar and Transfer Agent (RTA) function in Indian mutual funds, covering the SEBI (Registrars to an Issue and Share Transfer Agents) Regulations 1993 framework, the operational duopoly between Computer Age Management Services (CAMS) and KFin Technologies (formerly Karvy Computershare), the role of RTAs in maintaining investor folio records, transaction processing, capital-gains computation, the consolidated account statement infrastructure, and the cross-AMC investor-service initiatives such as MF Central and MITRA.
- Registered Investment Adviser (RIA) in India
Encyclopedic reference on Registered Investment Advisers (RIAs) in India, the SEBI-regulated fee-only investment-advisory professionals operating under the SEBI (Investment Advisers) Regulations 2013. Covers the regulatory framework, the fee-only-or-commission-only segregation principle, the registration requirements including the NISM-XA certification, the operational scope (advice without execution), the comparison with mutual fund distributors and PMS/AIF, and the role of RIAs in Indian retail-investor financial planning.
- PPFAS Mutual Fund knowledge base
Table of contents for the v2.webnotes.in encyclopedia of PPFAS Mutual Fund: 200+ articles spanning the AMC's history, the seven active schemes, the value-investing-plus-behavioural-finance philosophy, every notable PPFCF holding, the content surface (factsheets, Annual Letters, AUM recordings), and step-by-step how-tos for investing, taxation, and grievance redressal.
- PPFAS Knowledge Centre
Encyclopedic reference on the PPFAS Knowledge Centre, the investor-education and content surface maintained by PPFAS Mutual Fund at amc.ppfas.com/knowledge-centre. Covers the substantial PPFAS-authored educational content including the CIO Commentary archive, the Annual Letter tradition, the AUM recording archive, investor-education explainers on value investing and behavioural finance, and the role of the Knowledge Centre as a public-facing PPFAS-philosophy resource for new and existing investors.
- PPFAS CashFlex
Encyclopedic reference on PPFAS CashFlex, the dedicated mobile application launched on 21 June 2024 by PPFAS Mutual Fund for short-term cash management through the Parag Parikh Liquid Fund and the Parag Parikh Arbitrage Fund. Covers the app's purpose, the streamlined deposit-and-withdraw experience, the integration with SelfInvest credentials, the Instant Access Facility (IAF) workflow within the SEBI Liquid Fund Risk Management Framework 2019, and the comparison with the broader SelfInvest portal.
- Portfolio Management Service in India
Encyclopedic reference on the Portfolio Management Service (PMS) framework in India, the SEBI-regulated discretionary and non-discretionary investment-management vehicle for high-net-worth investors. Covers the SEBI (Portfolio Managers) Regulations 1993 framework, the discretionary versus non-discretionary categorisation, the Rs 50 lakh minimum-investment threshold, the operational and tax framework, the industry's growth from the 1990s, the comparison with mutual funds and alternative investment funds, and notable Indian PMS operators including PPFAS Ltd's Cognito PMS.
- Peak margin penalty (SEBI peak-margin reporting regime)
The peak margin reporting regime introduced by SEBI in November 2020 requires Indian brokers to collect upfront margin matching the highest of four intraday margin snapshots. Shortfalls between the collected margin and the peak required margin attract a peak margin penalty levied by the clearing corporation and passed through to the client.
- NTPC Limited
Encyclopedic reference on NTPC Limited (formerly National Thermal Power Corporation Limited), India's largest power-generation company, a Maharatna public-sector undertaking under the Ministry of Power, Government of India. Covers NTPC's history from 1975 founding, the operational scale (over 70+ GW installed capacity), the Indian power-sector context, the listing on NSE and BSE, the role as a PSU dividend yielder, and the relevance to PPFCF and other Indian mutual fund portfolios.