Guides
A growing collection of how-to guides and reference notes.
- AMFI T30 and B30 city categorisation
AMFI's T30/B30 framework divides Indian cities into the top-30 by mutual fund AUM and the next 100 cities, enabling differential distributor incentives and geographic tracking of financial inclusion in mutual fund investing.
- AMFI standardised factsheet template
The AMFI standardised factsheet template specifies the mandatory layout, data fields, and disclosure requirements for monthly mutual fund factsheets published by all SEBI-registered AMCs in India.
- AMFI SIP contribution data
AMFI publishes monthly systematic investment plan (SIP) data for the Indian mutual fund industry, including aggregate inflows, active SIP accounts, and new registrations, making it the primary source for SIP market statistics.
- AMFI scheme factsheet for mutual funds
The AMFI scheme factsheet is a standardised monthly disclosure document published by each mutual fund AMC in India, covering scheme objective, portfolio holdings, NAV, performance, risk metrics, and fund manager details as required by SEBI and AMFI.
- AMFI Risk-O-Meter
The AMFI Risk-O-Meter is a standardised six-level risk labelling tool for mutual fund schemes in India, mandated by SEBI to help investors assess and compare the risk of mutual fund products at a glance.
- AMFI revamped factsheet (2024)
The 2024 AMFI factsheet revision introduced significant changes to mutual fund monthly factsheet disclosure requirements in India, including enhanced risk disclosure, standardised performance presentation, and improved readability standards.
- AMFI Registration Number (ARN)
The AMFI Registration Number (ARN) is a mandatory licence issued by AMFI to mutual fund distributors in India, governed by SEBI regulations and NISM certification requirements.
- AMFI Quarterly Average AUM (AAUM) data
AMFI's Quarterly Average AUM (AAUM) is the average of daily AUMs over a quarter, used for computing distributor commissions, TER slabs, and regulatory tiering of mutual fund AMCs in India.
- AMFI NAV file -- NAVAll.txt
NAVAll.txt is the daily NAV file published by AMFI at amfiindia.com containing the end-of-day net asset values of all mutual fund schemes in India in a standardised pipe-delimited text format, used by platforms, RTAs, and fintech applications to update prices.
- AMFI monthly AUM data
AMFI publishes monthly assets under management (AUM) data for all mutual fund schemes and AMCs in India, making it the authoritative source for industry-wide fund size statistics.
- AMFI investor grievance escalation matrix
The AMFI investor grievance escalation matrix defines the hierarchy of complaint redressal channels available to mutual fund investors in India, from AMC-level resolution through AMFI to SEBI SCORES.
- AMFI industry composition report
The AMFI industry composition report provides a category-wise breakdown of total mutual fund AUM in India, enabling analysis of how investor assets are distributed across equity, debt, hybrid, and other scheme types.
- AMFI Group Company classification
AMFI's Group Company classification defines the rules under which mutual fund AMCs must identify and disclose investments in group companies of their sponsors, subject to SEBI's exposure limits for related-party transactions.
- AMFI Code of Ethics (ACE)
The AMFI Code of Ethics (ACE) sets out the principles-based ethical obligations that govern asset management companies and mutual fund distributors registered with AMFI in India.
- AMFI Circular 27 -- biometric KYD discontinuation
AMFI Circular 27 discontinued the mandatory biometric fingerprint requirement for mutual fund distributor KYD in India, replacing it with Aadhaar-based OTP and video-based verification methods.
- AMFI Best Practice Guidelines (BPG)
The AMFI Best Practice Guidelines are a comprehensive set of conduct and disclosure standards issued by AMFI to govern the behaviour of asset management companies and mutual fund distributors in India.
- AMFI advertisement code
The AMFI advertisement code governs the content, format, and approval requirements for all advertising by mutual fund AMCs and distributors in India, ensuring accuracy and balanced risk disclosure.
- Alpha (Jensen's alpha) in mutual funds
Jensen's alpha measures the excess return a mutual fund generates over the return predicted by the Capital Asset Pricing Model (CAPM), adjusting for systematic risk. Positive alpha indicates a fund manager has added value beyond what market exposure alone would explain.
- AIS for mutual fund transactions in India
The Annual Information Statement (AIS) aggregates all mutual fund purchase, redemption, and dividend transactions reported to the Income Tax Department by RTAs through SFT-015, providing investors with an independent tax record to cross-verify against CAMS and KFin statements.
- AIS / TIS mapping for MF transactions
Annual Information Statement (AIS) and Tax Information Summary (TIS) capture all MF transactions reported by fund houses. Reconciliation steps to avoid discrepancy notices explained.
- Aggressive hybrid mutual fund
Encyclopedic reference on aggressive hybrid mutual funds in India: SEBI 65 to 80% equity and 20 to 35% debt allocation rules, equity taxation treatment, benchmark, comparison with balanced advantage and conservative hybrid funds.
- Aditya Birla Sun Life Mutual Fund direct portal
Aditya Birla Sun Life (ABSL) Mutual Fund's direct portal (mutualfund.adityabirlacapital.com) enables direct plan investing in ABSL AMC schemes, one of India's largest AMCs.
- Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Mutual Fund (ABSL MF) is a large Indian AMC sponsored by the Aditya Birla Group and Sun Life Financial of Canada, managing Rs 3.5+ lakh crore.
- Active equity vs passive equity investing in India
A factual comparison of actively managed equity mutual funds and passive index funds/ETFs in India, covering cost, alpha generation, SPIVA data, market efficiency, and portfolio construction.
- Aashish Somaiyaa
Aashish Somaiyaa is the Managing Director and CEO of WhiteOak Capital Asset Management, and a former CEO of Motilal Oswal Asset Management, known for his institutional knowledge of the Indian mutual fund distribution ecosystem.
- A. Balasubramanian
A. Balasubramanian is the Managing Director and CEO of Aditya Birla Sun Life AMC Limited, one of India's largest mutual fund houses, and a past chairman of AMFI with over three decades in Indian asset management.
- 5paisa mutual fund platform
5paisa's mutual fund platform offers direct and regular plan MF investing integrated into the 5paisa discount broking app, operated by 5paisa Capital Limited, listed on NSE.
- Zerodha's open-source contributions
An overview of Zerodha's open-source software projects, including Kite Connect libraries, financial data tools, and infrastructure components published on...
- Zerodha vs Upstox
A neutral, data-driven comparison of Zerodha and Upstox across brokerage charges, platforms, segments, API access, and SEBI complaint data.
- Zerodha vs Sharekhan
A neutral comparison of Zerodha and Sharekhan across brokerage charges, account types, research services, platforms, and regulatory standing.