Guides
A growing collection of how-to guides and reference notes.
- Tata Mutual Fund direct portal
Tata Mutual Fund's direct portal (tatamutualfund.com) enables direct plan investing in Tata AMC schemes, a mid-large AMC owned by Tata Sons and Tata Investment Corporation.
- Tata Mutual Fund
Tata Mutual Fund is the SEBI-registered Tata group AMC, sponsored by Tata Sons and Tata Investment Corporation, with QAAUM of about Rs 2.30 lakh crore (March 2026).
- Switch in mutual funds (intra-AMC, inter-scheme, inter-AMC)
Complete reference on switching mutual fund units in India: intra-AMC, inter-scheme, inter-AMC switch mechanics, tax implications, applicable NAV, direct-to-regular consequences, and SEBI guidelines.
- Suresh Soni
Suresh Soni is the Managing Director and CEO of Baroda BNP Paribas Asset Management India, the mutual fund joint venture between Bank of Baroda and BNP Paribas Asset Management.
- Sunil Singhania
Sunil Singhania is the founder of Abakkus Asset Manager LLP and former CIO (Equities) of Nippon India Mutual Fund (formerly Reliance AMC), known for his mid-cap stock-picking expertise and entrepreneurial transition.
- Sundeep Sikka
Sundeep Sikka is the Executive Director and CEO of Nippon India Mutual Fund (formerly Reliance Nippon Life Asset Management Company), one of India's largest and most widely distributed fund houses.
- Sundaram Mutual Fund
Sundaram Mutual Fund is a Chennai-based Indian AMC sponsored by Sundaram Finance, expanded by the 2022 absorption of Principal Mutual Fund schemes.
- Sundaram acquisition of Principal Mutual Fund (2021)
Sundaram Asset Management Company's acquisition of Principal Asset Management India in 2021 consolidated Principal's approximately Rs 6,800 crore AUM into Sundaram's franchise, marking Principal Financial Group's exit from the Indian mutual fund market.
- STT on equity-oriented mutual fund redemption
Securities transaction tax (STT) is levied at 0.001 per cent on the redemption of equity-oriented mutual fund units. It is charged on the value of units redeemed and collected by the AMC on behalf of the Central Government.
- Step-up SIP (Top-up SIP)
Reference on step-up SIP (top-up SIP) in Indian mutual funds: mechanics, annual increment options, tax treatment, AMFI registration, and comparison with regular fixed-amount SIP.
- STCG on equity mutual funds (Section 111A)
Section 111A taxes short-term capital gains on equity-oriented mutual funds at 20% (from 23 July 2024) where STT is paid. Scope, computation, and set-off rules explained.
- Statement of accounts after each mutual fund transaction
The post-transaction statement of accounts (SOA) is a transaction confirmation and updated unit balance statement that SEBI requires mutual fund AMCs and RTAs to dispatch to investors within five business days of processing any purchase, redemption, switch, or SIP instalment.
- Standard deviation as a mutual fund risk metric
Standard deviation measures the dispersion of a mutual fund's periodic returns around its mean return. As the denominator of the Sharpe ratio, it is the most widely used measure of total risk for mutual fund comparison in India.
- Stamp duty on mutual fund units
A stamp duty of 0.005 per cent of the investment amount applies to all purchases and switches of mutual fund units in India with effect from 1 July 2020, under an amendment to the Indian Stamp Act, 1899.
- Sortino ratio in mutual funds
The Sortino ratio is a risk-adjusted performance measure that divides excess return by downside deviation, the standard deviation of only negative returns, rather than total volatility, making it a more investor-relevant measure than the Sharpe ratio for evaluating downside risk.
- Sole proprietorship MF investor
Reference on sole proprietorship businesses investing in Indian mutual funds: legal status, KYC requirements, distinction from individual investing, taxation, and practical considerations.
- Smallcase Managers vs Mutual Fund Managers: Regulatory Contrast
A regulatory comparison of smallcase portfolio managers and SEBI-registered mutual fund AMCs in India, covering registration, disclosure, fee structures, investor protection, and the ongoing regulatory convergence.
- Small-cap mutual fund
Encyclopedic reference on small-cap equity mutual funds in India: SEBI 2017 definition (251st company onwards), 65% minimum rule, liquidity risk, benchmark NIFTY Smallcap 250, taxation, and comparison with mid-cap and flexi-cap categories.
- SIP vs recurring deposit (RD)
A factual comparison of Systematic Investment Plans (SIPs) in equity mutual funds and bank recurring deposits (RDs) in India covering returns, risk, liquidity, taxation, and investor suitability.
- SIP vs lump sum mutual fund investment
A factual comparison of systematic investment plans (SIP) and lump-sum investments in Indian mutual funds covering rupee cost averaging, return outcomes, taxation, and investor suitability.
- SIP pause and SIP cancellation
Reference on pausing and cancelling SIPs in Indian mutual funds: SEBI-allowed pause duration, operational process, effect on NACH mandate, and distinction from cancellation.
- SIP Growth Story in India
How Systematic Investment Plans grew from a niche product to a Rs 25,000-crore-per-month national savings habit, covering the regulatory, infrastructure, and behavioural drivers of SIP adoption in India.
- Side-pocketing introduction in Indian mutual funds (2018)
SEBI's circular of 28 December 2018 introduced the segregated portfolio (side-pocketing) mechanism for Indian mutual funds, allowing AMCs to ring-fence credit-impaired debt instruments from the main portfolio to protect ongoing investors.
- Side-pocketed scheme in debt mutual funds
Reference on side-pocketing in Indian debt mutual funds: mechanics of segregated portfolio creation, SEBI framework, NAV bifurcation, investor implications, historical cases, and recovery process.
- Short-duration mutual fund
Encyclopedic reference on short-duration mutual funds in India: SEBI Macaulay duration 1 to 3 year rule, credit quality flexibility, return expectation, taxation post Finance Act 2023, and comparison with ultra-short and medium-duration categories.
- Sharpe ratio in mutual funds
The Sharpe ratio measures the excess return earned per unit of total risk (standard deviation) in a mutual fund. It is the most widely used single-number summary of risk-adjusted performance for individual investors.
- Shankar Sharma
Shankar Sharma is the co-founder and Vice Chairman of First Global, an Indian financial services and research firm, known for his contrarian market views and his advocacy of emerging market and India-focused investment themes.
- Settlement cycles for mutual fund transactions (T+1/T+2/T+3)
Reference on T+1, T+2, and T+3 settlement cycles for mutual fund redemptions in India: SEBI timelines for different scheme types, redemption proceeds payment, and comparison with equity market settlement.
- Segregated portfolio, Indian mutual funds
Encyclopedic reference on the segregated portfolio mechanism in Indian mutual funds: definition, creation process, NAV computation, investor rights, and the relationship to the side-pocketing framework under SEBI's 2018 circular.
- Securities and Exchange Board of India Act, 1992
Indian parliamentary statute that established SEBI as a statutory securities-market regulator. Powers, structure, penalties, SAT appeals, amendments.