History on WebNotes

How to track previous auction trades on Console

Wed, 20 May 2026 00:00:00 +0000

Zerodha Console is the source-of-truth for historical trade data. Auction trades, like all other trades, are recorded in the Tradebook and can be filtered, reviewed, and exported. This guide walks through finding your auction history.

Conflict-of-interest disclosure. This guide is published by the WebNotes Editorial Team for informational purposes and is written independently. WebNotes operates a Zerodha account-opening referral programme, disclosed on the pages that carry the referral link; this guide does not carry it and earns no referral commission from the procedure described here.

Entry load in mutual funds, historical note

Tue, 12 May 2026 00:00:00 +0000

Entry load (also called front-end load or sales load) was a one-time charge deducted from an investor’s purchase amount before mutual fund units were allotted, effectively reducing the number of units received for a given investment. The charge was expressed as a percentage of the investment amount and was primarily used to compensate mutual fund distributors for their sales effort. SEBI abolished entry loads on all mutual fund schemes in India with effect from 1 August 2009, making it a purely historical instrument.

History of Mutual Funds in India (1963 to 2026)

Tue, 12 May 2026 00:00:00 +0000

The first mutual fund in India was the Unit Trust of India, established on 1 February 1964 under the Unit Trust of India Act, 1963. The history of mutual funds in India spans more than six decades, beginning with the creation of the Unit Trust of India (UTI) by that Act of Parliament, passed in December 1963, and culminating in a 44-AMC industry managing assets exceeding Rs 67 lakh crore by early 2026. The journey traverses three broad eras: a state-monopoly phase (1963-1992), a managed liberalisation phase (1992-2003), and a competitive private-market phase (2003-present) defined by SEBI regulation, direct plans, and the Systematic Investment Plan (SIP) revolution.

Unit Trust of India

Tue, 12 May 2026 00:00:00 +0000

The Unit Trust of India (UTI) was a statutory body established under the Unit Trust of India Act, 1963, by the Government of India in partnership with the Reserve Bank of India . It operated from 1964 until its bifurcation under the Unit Trust of India (Transfer of Undertaking and Repeal) Act, 2002. UTI was India’s first and, for over two decades, its only mutual fund entity, mobilising household savings through its network of agents and unit offices across the country. At its peak in the late 1990s, UTI managed assets of approximately Rs 78,000 crore and held unit accounts for tens of millions of small investors.