Guides
A growing collection of how-to guides and reference notes.
- Nifty Bank (Bank Nifty)
Encyclopedic reference on the Nifty Bank Index (commonly called Bank Nifty), the NSE Indices benchmark tracking the 12 largest and most-liquid banking stocks listed on the National Stock Exchange. Covers the index's 2003 launch, the calculation methodology, the constituent stocks (HDFC Bank, ICICI Bank, SBI, Axis Bank, Kotak Bank, etc.), the heavy weight in the financial-services sector of Indian equity markets, the role as the most-traded sector index in Indian derivatives markets, and the use of Bank Nifty for sector-investing including Bank Nifty ETFs and sector mutual funds.
- New York Stock Exchange (NYSE)
Encyclopedic reference on the New York Stock Exchange (NYSE), the largest stock exchange in the world by listed company market capitalisation, operated by Intercontinental Exchange (ICE). Covers the NYSE's origin in 1792 under the Buttonwood Agreement, the hybrid floor-and-electronic trading model, the listing standards for the NYSE main board, the major NYSE-listed companies including Berkshire Hathaway and many Fortune 500 firms, and NYSE's role as a benchmark and listing venue for international investing including Indian mutual funds with overseas allocations.
- Navi Mutual Fund
Encyclopedic reference on Navi Mutual Fund, the Indian asset management company operated by Navi AMC Limited (part of Navi Technologies, founded by Sachin Bansal). Covers Navi's distinctive low-cost-passive-investing positioning, the index-fund-focused product suite with industry-low expense ratios, the founder background, the operational scale, and the comparison with PPFAS Mutual Fund and other Indian AMCs.
- Nasdaq
Encyclopedic reference on Nasdaq, the American electronic stock exchange operated by Nasdaq Inc., its history from 1971 launch as the world's first electronic exchange, the listing standards for the Nasdaq Stock Market (Global Select, Global Market, Capital Market tiers), the Nasdaq Composite and Nasdaq 100 indices, the heavy concentration of technology and growth companies (Alphabet, Microsoft, Amazon, Meta Platforms, Tesla, Nvidia), and Nasdaq's role as a benchmark and listing venue for international investing including Indian mutual funds with overseas allocations such as PPFCF.
- Morningstar India
Encyclopedic reference on Morningstar India, the Indian subsidiary of the global Morningstar Inc. investment-research firm. Covers Morningstar India's products and services including the Morningstar Star Rating and Analyst Rating for Indian mutual funds, the qualitative People-Process-Parent analyst framework, the underlying Morningstar Direct platform, and Morningstar India's role as one of the principal third-party rating providers for Indian mutual fund schemes including PPFAS Mutual Fund's seven active schemes.
- Monetary policy of the Reserve Bank of India
Encyclopedic reference on the monetary policy framework operated by the Reserve Bank of India (RBI), the central bank of India. Covers the Monetary Policy Committee (MPC) established under the Finance Act 2016, the inflation-targeting framework, the policy rate instruments (repo rate, reverse repo rate, marginal standing facility), liquidity management tools, the transmission mechanism through the banking system, and the impact on Indian mutual fund schemes including PPFAS Liquid Fund and other debt-oriented holdings.
- Kite charts (Zerodha's web and mobile charting platform)
Kite charts is Zerodha's free web and mobile charting platform with ChartIQ and TradingView engines, full indicators, drawing tools, and Trade From Charts.
- Index funds in India
Index funds in India are passive open-ended mutual funds that replicate a SEBI-recognised index. Covers history from 1998, the SEBI passive-fund framework, index families, TER and tracking difference, tax, and every spoke.
- How to watch the PPFAS Annual Unitholders' Meet livestream
Step-by-step guide to watching the live broadcast of the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet (AUM) on the PPFAS YouTube channel, covering pre-event announcement, live-stream link, real-time engagement via chat, recording archival, and the typical event agenda.
- How to use VWAP on Kite
Step-by-step guide to applying Volume Weighted Average Price (VWAP) on Zerodha Kite charts, choosing between session and anchored VWAP, and using the indicator as an institutional-flow reference point and intraday mean-reversion benchmark.
- How to use the SEBI ODR mechanism for PPFAS disputes
Step-by-step guide to using the SEBI Online Dispute Resolution (smartODR) mechanism for disputes involving Parag Parikh PPFAS Mutual Fund, covering the smartODR portal registration, mediation and arbitration options, cost structure, timelines, and the comparison with SCORES and consumer-court remedies.
- How to use the PPFAS Liquid Fund Instant Access Facility
Step-by-step guide to using the T+0 Instant Access Facility (IAF) for emergency redemption from Parag Parikh Liquid Fund via selfinvest.ppfas.com or the PPFAS CashFlex mobile app, covering the SEBI-prescribed Rs 50,000 daily cap and 90 per cent of folio limit, the 24x7 IMPS rail, and operational caveats.
- How to use Supertrend on Kite
Step-by-step guide to adding the Supertrend indicator on Zerodha Kite charts (both ChartIQ and TradingView engines), choosing the ATR period and multiplier, interpreting buy and sell signals, and the operational caveats most retail traders miss.
- How to use RSI on Kite
Step-by-step guide to applying the Relative Strength Index (RSI) on Zerodha Kite charts, choosing the period, interpreting overbought/oversold zones and divergences, and the common ways retail traders misuse the indicator.
- How to use MACD on Kite
Step-by-step guide to applying Moving Average Convergence Divergence (MACD) on Zerodha Kite charts, reading the MACD line, signal line, and histogram, and recognising the common crossover and divergence patterns retail traders rely on.
- How to use Fibonacci retracements on Kite
Step-by-step guide to applying Fibonacci retracements on Zerodha Kite charts, choosing the swing high and swing low, reading the standard ratios (23.6%, 38.2%, 50%, 61.8%, 78.6%), and the common ways retail traders misuse the tool.
- How to use Bollinger Bands on Kite
Step-by-step guide to applying Bollinger Bands on Zerodha Kite charts, configuring the period and standard-deviation multiplier, reading band expansion, contraction, and walks, and using the indicator for mean-reversion and breakout setups.
- How to update bank account on a PPFAS folio
Step-by-step guide to updating the registered bank account on a Parag Parikh PPFAS Mutual Fund folio through selfinvest.ppfas.com, covering documentary proof requirements, the SEBI 7-day cooling-off period, the mandate-implication for ongoing SIPs, and joint-folio second-holder authorisation requirements.
- How to transmit PPFAS units on a unit holder's death
Step-by-step guide to the transmission process for Parag Parikh PPFAS Mutual Fund units following the death of a unit holder, covering the three scenarios (single-mode folio with nominee, joint folio, single-mode folio without nominee), the documentary requirements, the SEBI transmission threshold framework, and the timeline from claim submission to unit transfer.
- How to switch from PPFAS regular plan to direct plan
Step-by-step guide to switching units in a PPFAS Mutual Fund scheme from the regular plan to the direct plan through selfinvest.ppfas.com, covering the redemption-and-purchase mechanics, the capital-gains tax implications, the exit-load applicability, and a phased multi-FY switch strategy to minimise tax friction.
- How to switch between PPFAS schemes
Step-by-step guide to switching between Parag Parikh PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering source and destination scheme selection, the simultaneous-leg NAV mechanics, exit-load applicability on the source, capital-gains tax treatment of the switch as a redemption, and ELSS lock-in considerations.
- How to submit questions for the PPFAS Annual Unitholders' Meet
Step-by-step guide to submitting questions for the PPFAS Annual Unitholders' Meet Q&A session, covering the pre-event question-submission channels, the live-event Q&A flow, the in-person versus livestream question priority, and what makes for effective questions.
- How to start an SIP in Parag Parikh ELSS Tax Saver Fund
Step-by-step guide to registering a Systematic Investment Plan in Parag Parikh ELSS Tax Saver Fund through selfinvest.ppfas.com, covering the Rs 500 minimum, the three-year lock-in per installment, Section 80C deduction eligibility, financial-year end-of-March cut-off, and old-versus-new tax-regime considerations.
- How to start a PPFCF SIP via SelfInvest portal
Step-by-step guide to registering a Systematic Investment Plan (SIP) in Parag Parikh Flexi Cap Fund through selfinvest.ppfas.com, covering scheme selection, frequency and date, NACH or UPI Autopay mandate setup, first-installment timing, and perpetual versus fixed-tenure options.
- How to set up SWP on a PPFAS scheme
Step-by-step guide to registering a Systematic Withdrawal Plan (SWP) on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering source-scheme selection, the three SWP variants (Fixed, Appreciation, Fixed Unit), frequency choice, bank-credit timing, exit-load applicability, and capital-gains treatment of each withdrawal.
- How to set up STP from PPFCF to Liquid Fund (and other PPFAS pairs)
Step-by-step guide to registering a Systematic Transfer Plan (STP) between two PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering source-and-destination selection, the three STP variants (Fixed, Capital Appreciation, Fixed Unit), frequency choices, per-installment tax treatment, and common deployment-versus-harvesting patterns.
- How to set up SIP top-up on a PPFAS scheme
Step-by-step guide to registering an SIP top-up (also called step-up SIP) on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering annual versus half-yearly frequency, percentage versus fixed-amount escalation, the NACH mandate ceiling consideration, and the practical use of step-ups for income-growth-aligned investing.
- How to report PPFAS IDCW receipts in ITR
Step-by-step guide to reporting Income Distribution cum Capital Withdrawal (IDCW) receipts from PPFAS Mutual Fund schemes in ITR-2 or ITR-3 Schedule OS, covering the post-Finance-Act-2020 taxation framework, Section 194K TDS reconciliation, slab-rate inclusion, and the AIS pre-fill workflow.
- How to register for the PPFAS Annual Unitholders' Meet in person
Step-by-step guide to registering for in-person attendance at the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet, covering the registration window, eligibility criteria, venue and travel logistics, the RSVP and attendee-list confirmation process, and what to bring.
- How to redeem PPFAS units via SelfInvest
Step-by-step guide to placing a redemption order in a PPFAS Mutual Fund scheme through selfinvest.ppfas.com, covering full versus partial redemption, amount versus units, NAV cut-off, T+1 credit timeline, exit load applicability, and capital-gains tax implications.