AnandRathi

Mutual Funds

48 Chapters

5 mins read

28 Sept 2026

How to Sell Mutual Funds to Clients: A Distributor’s Guide

Selling mutual funds is not about pushing a product. It is about...

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5 mins read

28 Sept 2026

What Is AUM in Mutual Funds? Meaning, Calculation and Importance

Open any mutual fund factsheet and one of the first numbers you'll...

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5 mins read

28 Sept 2026

Systematic Transfer Plan (STP) in Mutual Funds: Meaning, Benefits and How It Works

If you have a lump sum to put into equity funds, you...

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5 mins read

04 Aug 2026

How to Withdraw SIP Amount

After investing through a SIP for several years, you may eventually need...

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5 mins read

04 Aug 2026

Mutual Fund Cut-Off Time & NAV

If you have ever invested in a mutual fund, you may have...

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5 mins read

04 Aug 2026

One-Time Mandate (OTM) in SIP

If you invest in mutual funds through a Systematic Investment Plan (SIP),...

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5 mins read

04 Aug 2026

Mutual Funds vs Post Office Schemes

Every investor eventually faces the same question: should you put your money...

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5 mins read

04 Aug 2026

Mutual Funds vs Smallcase

Every investor eventually faces the same question: should you put your money...

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5 mins read

04 Aug 2026

Direct Mutual Funds: Meaning & Benefits

If you have started researching mutual funds, you have likely come across...

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5 mins read

04 Aug 2026

Lump Sum Investment: Meaning & Benefits

Most investors are introduced to mutual funds through two familiar routes: investing...

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4 mins read

03 Aug 2026

Emerging Market Mutual Funds Guide

If you have ever looked beyond the usual large-cap or index fund...

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5 mins read

03 Aug 2026

What Is CAMS KRA? KYC Guide

You complete your mutual fund application, upload your PAN and Aadhaar, and...

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5 mins read

03 Aug 2026

TREPS in Mutual Funds Explained

When you check the portfolio holdings of a liquid fund or an...

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4 mins read

03 Jul 2026

Mutual Fund Portfolio Overlap: Why Diversification Isn't Always What It Seems

If you invest in mutual funds , chances are you've been told...

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5 mins read

03 Jul 2026

What Are Open Ended Mutual Funds? A Complete Guide for Investors

If you have started exploring ways to invest in mutual funds ,...

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5 mins read

03 Jul 2026

What Is a Multi-Cap Fund? A Complete Guide for Investors

When you start exploring mutual fund investment options, you will come across...

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5 mins read

02 Jul 2026

Gold ETF vs Gold Fund: Which One Suits Your Investment Goals?

Gold has long held a special place in Indian households, not just...

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5 mins read

01 Jul 2026

How to Invest in a Nifty Index Fund: A Complete Beginner's Guide

If you have ever felt that picking individual stocks is too time-consuming...

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4 mins read

01 Jul 2026

What Is a Sinking Fund? Meaning, Formula, and How It Works

Most people have heard of savings accounts, fixed deposits, and mutual funds....

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4 mins read

29 May 2026

Risk-Return Trade-Off in Mutual Funds

One of the most fundamental concepts in investing is the risk-return trade-off....

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5 mins read

29 May 2026

Index Fund vs Mutual Fund: Key Differences

If you've ever looked into how to invest in mutual funds or...

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5 mins read

29 May 2026

What Are Mid Cap Funds?

If you've been exploring mutual fund investment options in India, chances are...

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5 mins read

28 May 2026

Index Funds: Meaning, Types & How They Work

If you have ever searched for "how to start investing" and come...

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5 mins read

28 May 2026

CAGR Explained: What It Means and Why It Matters for Your Investments

If you have ever compared two mutual funds or evaluated a stock's...

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5 mins read

28 May 2026

ELSS Mutual Funds Explained: Tax Savings, Lock-In Period, and How to Invest

If you have ever looked up ways to save tax under Section...

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5 mins read

28 May 2026

Short-Term Capital Gains on Mutual Funds

What Are Short-Term Capital Gains? A short-term capital gain refers to the...

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5 mins read

28 May 2026

Hedge Fund vs Mutual Fund

If you've ever searched for ways to grow your wealth, you've probably...

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5 mins read

28 Apr 2026

Folio Number: Meaning & How to Find

Introduction If you have ever explored mutual fund investments, you might have...

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5 mins read

28 Apr 2026

Exit Load in Mutual Funds Explained

Mutual Funds are one of the most widely adopted means of investment...

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5 mins read

28 Apr 2026

What is NFO in Mutual Funds? Explained

As more investors explore mutual funds online, they often come across new...

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5 mins read

28 Apr 2026

What is SWP in Mutual Funds?

What is SWP in Mutual Funds? Meaning, Benefits & How It Works...

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5 mins read

28 Apr 2026

What is NAV in Mutual Funds?

What is NAV in Mutual Funds? Meaning, Formula & Importance When you...

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5 mins read

25 Mar 2026

How To Switch To Direct Plan From Regular Plan?

Investors today are increasingly looking for ways to maximise returns from their...

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5 mins read

25 Mar 2026

What Are The Oldest Mutual Funds?

Mutual funds are considered one of the most popular investment options today....

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5 mins read

25 Mar 2026

Understanding Stock SIP: A Complete Guide for Beginners

Systematic investing has become one of the most popular ways to build...

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5 mins read

25 Mar 2026

Mutual Funds vs Equities: Understanding the Differences

Making investments in financial markets has become more accessible to individuals who...

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5 mins read

25 Mar 2026

How to Stop SIP? A Complete Guide for Investors

One of the most popular methods of investing in mutual funds is...

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5 mins read

19 Mar 2026

ELSS vs SIP: Understanding the Difference in Mutual Fund Investing

When exploring mutual fund investments, many investors come across two commonly discussed...

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5 mins read

19 Mar 2026

What is Nifty BeES? Meaning, Features, How It Works & Taxation

Many investors want exposure to the stock market without selecting individual stocks...

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5 mins read

19 Mar 2026

ELSS vs Mutual Funds: Understanding the Key Differences

When exploring mutual fund investment options in India, you must have come...

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5 mins read

19 Mar 2026

SIP vs Mutual Fund: Understanding the Key Differences

If you’re new to investing, you may often hear people compare SIP...

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5 mins read

19 Mar 2026

How to Invest in Mutual Funds as a Beginner?

Investing in mutual funds has become one of the most convenient and...

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mins read

18 Mar 2026

Mutual Funds Meaning Explained: How They Work & Benefits

  The market is always buzzing around mutual funds, and already 5.34...

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5 mins read

18 Mar 2026

Hybrid Mutual Funds: Meaning, Types & Benefits

Mutual funds are always a go-to investment option for almost every type...

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5 mins read

18 Mar 2026

What Are Thematic Funds and How to Invest in Them?

When you hear about stock markets, most people think of broad-based mutual...

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5 mins read

18 Mar 2026

What Are the Differences Between Active and Passive Funds?

When it comes to mutual fund investing, Active and passive funds are...

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5 mins read

18 Mar 2026

Different Types of SIPs and How To Use Them?

Introduction Investing in various types of mutual funds (MFs) has become simple,...

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5 mins read

18 Mar 2026

How To Invest in Mutual Funds and Their Advantages?

Investing in mutual funds has now become a popular investment option amongst...

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