Sanriya blog
65 articles on mutual funds, newest first.
65 articles · page 1 of 6
Mutual funds
Should you buy a flat or invest the same money in mutual funds? We compare a ₹1 crore flat with SIPs over 20 years after tax, and cover the factors the numbers leave out.
· 7 min read
Mutual funds
A mutual fund distributor is paid trail commission by the fund house on Regular plans; a SEBI-registered Investment Adviser charges you a fee and uses Direct plans. Here is how the two models differ and who each suits.
· 7 min read
Mutual funds
A mutual fund portfolio review asks one question of every fund you hold: does it still have a job? Eight checks, in order, with what to look for and what to leave alone.
· 7 min read
Mutual funds
Two funds with different names can hold the same thirty companies. How overlap happens, how to measure it from a factsheet in ten minutes, how much is too much, and how to consolidate without a tax surprise.
· 5 min read
Mutual funds
A plain comparison of mutual funds, PMS and AIFs on minimums, regulation, liquidity, fees, taxation, return reporting and accredited-investor relaxations, with a simple ladder for layering them as your portfolio grows.
· 9 min read
Mutual funds
For a mutual fund investor, a SIF keeps the SEBI framework and the tax rules but adds shorting, concentration, a ₹10 lakh minimum and a five-level risk band; here is what to check before using one as a satellite.
· 7 min read
Mutual funds
The new rule regarding the applicable Net Asset Value (NAV) for mutual fund transactions, which occurred on February 1, 2021, requires that the NAV for all purchase transactions be determined based…
· 4 min read
Mutual funds
Mutual funds are a popular investment choice for diversifying their portfolios and achieving financial goals. However, navigating the complexities of mutual fund investments requires expertise. A…
· 2 min read
Mutual funds
A Direct Plan is an investment option in mutual funds that allows investors to buy units directly from the Asset Management Company (AMC) without involving intermediaries like distributors or…
· 2 min read
Mutual funds
A mutual fund is like a big basket that collects money from different people (investors) and invests it in various things such as stocks, bonds, or other assets. This basket is managed by experts…
· 4 min read
Mutual funds
A benchmark is a standard used to measure how well a mutual fund is performing. It acts as a reference point to compare how much the fund has earned versus how much it should have earned. In India…
· 3 min read
Mutual funds
You can learn about mutual funds, their schemes, and the latest news in many places. Here are some good sources: SEBI (Securities and Exchange Board of India) The SEBI website offers information…
· 2 min read
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