Latest Blog Posts
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Upside Capture and Downside Capture Ratios – A Helpful Way to Look Beyond Returns When Evaluating Equity Funds
Upside capture and downside capture ratios explained for Indian mutual fund investors – how to use these metrics to evaluate how equity funds behave in rising and falling markets. Read more
Category: Investor Education -
The Hidden Cost of Too Many Mutual Funds in Your Portfolio
Why owning too many mutual funds hurts your returns – diworsification, fund overlap, SEBI 2026 overlap rules for thematic funds, tax drag, and a goal-based simplification guide for Indian investors. Read more
Category: Investor Education -
Flexi Cap vs Multi Cap Mutual Funds – Key Differences Every New Investor Should Understand
Flexi Cap or Multi Cap funds for first-time investors India April 2026 – clear explanation of the 25:25:25 mandatory rule, dynamic allocation differences, tax treatment, and practical decision guide by an AMFI Registered MFD. Read more
Category: Investor Education -
International Mutual Funds vs Domestic Funds – Diversification Benefits, Real Constraints, and Who Should Consider Global Exposure
Should Indian investors add international mutual funds? Honest guide covering the USD 7 billion regulatory cap, FoF debt-oriented taxation, rupee depreciation hedge, currency risk, and who should actually consider global exposure. Read more
Category: Investor Education -
Multi Asset Allocation Funds vs Pure Equity Mutual Funds – SIP Returns, Drawdowns, and Who Should Actually Choose Which
Multi Asset Allocation Funds vs Pure Equity Mutual Funds – verified AMFI data, category returns, drawdown comparison, SIP behaviour, and detailed investor suitability guide. Read more
Category: Investor Education