Articles tagged “Mutual Funds”
37 articles.
2026 (37)
- Association of Mutual Funds in India (AMFI)
AMFI is the industry body and self-regulatory organisation for mutual funds in India, established in 1995 to develop the industry, enforce codes of conduct, and …
- History of Mutual Funds in India (1963 to 2026)
A comprehensive history of mutual funds in India from the establishment of UTI in 1963 through liberalisation, private-sector entry, the regulatory overhaul of …
- Mutual funds in India: complete guide
Cornerstone editorial guide to mutual funds in India. Covers the SEBI regulatory framework, AMFI industry body, complete enumeration of all 44+ SEBI-registered …
- Direct plan adoption in India
Encyclopedic reference on the trajectory of direct-plan mutual fund adoption in India since the SEBI January 2013 mandate: regulatory history, TER differential, …
- SEBI mutual fund overseas investment cap
Encyclopedic reference on the SEBI and RBI overseas investment caps for Indian mutual funds: the aggregate USD 7 billion industry cap on overseas securities, …
- Systematic Investment Plan in India
Encyclopedic reference on the Systematic Investment Plan (SIP) in Indian mutual funds: mechanics, mandate infrastructure, rupee cost averaging, variants, tax …
- Systematic Transfer Plan (STP)
Encyclopedic reference on the Systematic Transfer Plan (STP) in Indian mutual funds: the periodic intra-AMC scheme-to-scheme transfer facility that operates …
- Systematic Withdrawal Plan (SWP)
Encyclopedic reference on the Systematic Withdrawal Plan (SWP) in Indian mutual funds: the periodic redemption-and-credit facility that converts a mutual fund …
- ASBA for Mutual Fund Subscriptions in India
How the Application Supported by Blocked Amount (ASBA) mechanism works for mutual fund subscriptions, its regulatory basis, the ASBA-for-MF pilot, and its role …
- Equity Culture in India and the Role of Mutual Funds
How mutual funds became the primary vehicle for expanding equity culture in India, transforming equity investing from an urban elite activity to a mass retail …
- ESG and Sustainable Investing in Indian Mutual Funds
The evolution of ESG (environmental, social, governance) mutual fund schemes in India, from the first ESG funds in 2018-19 to SEBI's disclosure framework, …
- Flex SIP and Smart SIP
Reference on flex SIP and smart SIP in Indian mutual funds: valuation-based variable instalment mechanisms, how market signals adjust the investment amount, and …
- Folio number in mutual funds
Reference on folio numbers in Indian mutual funds: what a folio is, how it is assigned, relationship to PAN and KYC, consolidation of folios, and distinction …
- Insurance-Linked Savings vs Mutual Funds in India
A comparative analysis of traditional life insurance savings products (endowment, money-back, ULIPs) versus mutual funds in India, covering cost structures, …
- Inter-AMC migration of mutual fund investments
Reference on migrating mutual fund investments between different AMCs in India: mechanics, settlement gap risk, tax implications, and comparison with intra-AMC …
- Inter-scheme switch in mutual funds
Detailed reference on inter-scheme switches within the same AMC in India: operational mechanics, applicable NAV, exit loads, capital gains tax, and common use …
- Investor Education from TER: How Mutual Fund Fees Fund Financial Literacy in India
How SEBI mandates a portion of the Total Expense Ratio (TER) collected by Indian mutual funds to be allocated to investor education and awareness initiatives, …
- Lump-sum investing in mutual funds
Reference on lump-sum investing in Indian mutual funds: mechanics, applicable NAV, tax treatment, comparison with SIP and STP, and suitability considerations.
- Mutual Fund Advertising and SEBI Disclosure Norms in India
How SEBI and AMFI regulate mutual fund advertising in India, including the standard disclosures, riskometer, past performance disclaimers, social media …
- Mutual Fund AUM Growth in India (2000 to 2026)
A data-driven account of how India's mutual fund industry grew from Rs 1 lakh crore AUM in 1999 to Rs 67 lakh crore by 2025, covering the drivers, inflection …
- Penetration of Mutual Funds vs Bank Deposits in India
A comparative analysis of household savings allocation between bank deposits and mutual funds in India, covering structural barriers, tax treatment, return …
- Pension Fund Overlap with Mutual Funds in India
How India's National Pension System intersects with the mutual fund industry through shared AMC managers, similar regulatory frameworks, and complementary roles …
- Retail Investor Participation in Mutual Funds in India
An analysis of retail investor participation in Indian mutual funds, covering folio counts, PAN-based investor data, SIP penetration, geographic spread, and …
- Robo-Advisory in Indian Mutual Funds
An overview of robo-advisory platforms in the Indian mutual fund industry, their regulatory classification, business models, key players, and comparative role …
- SEBI (Mutual Funds) Regulations, 1996
Comprehensive encyclopedic reference on SEBI (Mutual Funds) Regulations, 1996: the principal statutory framework governing Indian mutual funds, covering …
- 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 …
- 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 …
- 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, …
- 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 …
- 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, …
- Transmission of mutual fund units on death
Reference on the transmission of mutual fund units to nominees or legal heirs in India on the death of a unitholder: SEBI rules, documentation, process, joint …
- Trigger-based investing in mutual funds
Reference on trigger-based mutual fund investing in India: types of triggers (NAV, index, date, event), automated switch and redemption triggers, SEBI …
- Unclaimed Mutual Fund Redemption and Dividends in India
The regulatory framework, scale, and resolution process for unclaimed redemption proceeds and dividends in Indian mutual funds, including the Investor Education …
- UPI AutoPay for SIPs in Indian Mutual Funds
How UPI AutoPay replaced NACH e-mandates as the dominant SIP registration mechanism in India, enabling real-time mandate setup on smartphones and accelerating …
- Yes Bank AT1 bond writedown impact on mutual funds
The March 2020 writedown of Yes Bank's Additional Tier 1 bonds to zero under an RBI-supervised resolution caused immediate NAV losses in Indian mutual fund …
- Qualified Institutional Buyer (QIB)
Encyclopedic reference on Qualified Institutional Buyers (QIBs) in Indian IPOs: SEBI ICDR Regulation 2(zd) definition, 50% allocation, anchor investor.
- Mutual funds on Zerodha (Coin)
How Zerodha's Coin platform works for direct mutual fund investing: zero commission, demat-held units, SIP mechanics, SEBI framework, and tax treatment.