These funds sit between equity and debt, with allocation ranges that can change meaningfully over time. Looking at how different schemes have navigated market cycles, benchmarks, and model choices helps frame what dynamic asset allocation really means in practice.

Global investing rarely feels straightforward, especially for Indian investors navigating structure, taxation, currency, and market cycles. This blog examines how international mutual funds in India have actually behaved over time, and what their real-world performance shows when placed beside a familiar domestic benchmark.

Understanding Portfolio Turnover Ratio gives a clearer view of how actively a fund is managed and how often its holdings change. It helps you connect trading behavior with potential costs, volatility, and consistency, offering a more grounded way to assess whether a fund’s approach aligns with your expectations.

Return figures visible at the fund level and the outcomes inside a portfolio can differ for reasons that aren’t immediately obvious. This blog outlines how Absolute Return vs CAGR vs XIRR separate in their logic, and how that distinction shapes the reading of investment performance.

Flexi Cap Funds have delivered a wide set of return outcomes across 3-year, 5-year, 10-year, and since-launch periods. This review lays out those numbers alongside benchmark performance, giving you a clear view of how each scheme has fared over different horizons.

Choosing between Active Choice and Auto Choice in NPS depends on how involved you want to be in managing your retirement investments. This guide explains how both options work and how Life Cycle Funds within NPS shape your portfolio as you move closer to retirement.

Recent updates by PFRDA have reshaped how investors view NPS funds. The new nomenclature clarifies the purpose and risk levels of each Life Cycle option, helping subscribers make more informed choices while navigating the system’s evolving structure and flexibility.

Interest rate movements shape how Gilt Funds behave, yet their impact is often misunderstood. This blog explains the forces that move their returns and what they reveal about the broader fixed-income landscape.

Understanding how profits translate into cash is central to evaluating business strength. Free Cash Flow to Equity helps investors assess whether a company’s growth and shareholder returns are supported by genuine, recurring cash generation rather than accounting performance.

Amid growing interest in retirement planning, NPS Tier-I Equity Funds offer a clear view of how pension fund managers have navigated market cycles. This analysis compares their performance across timeframes, helping investors see how consistency and strategy shape long-term outcomes within the National Pension System.

Growing investor interest in sustainability has brought ESG investing in India to the forefront. This article outlines how ESG scores, indices, and mutual funds work together to assess companies on transparency, ethics, and environmental impact, helping investors align portfolios with responsible business practices.

Factor investing looks past stock tips and trends to understand what really drives returns. It studies patterns like undervaluation, momentum, quality, stability, and company size — traits that have consistently influenced performance. As Indian markets mature, these data-backed approaches are helping investors build portfolios that are both smarter and more resilient.

Capital markets often blur the line between intent and opportunity, and that distinction matters when companies raise funds. This blog of IPO vs FPO explains how each stage reflects business maturity, market confidence, and the discipline behind capital decisions.

Two mutual funds can hold similar assets yet deliver very different investor experiences. This piece explains how the open-ended or closed-ended structure behind a fund shapes liquidity, strategy, and long-term outcomes.

Capital placement works best when movement is deliberate. This blog shows how a Systematic Transfer Plan coordinates liquidity, timing, and market exposure to keep investments balanced through changing conditions.

As global uncertainty rises, India’s silver market is showing unusual strength. Domestic Silver Prices and Silver ETFs are outperforming global benchmarks, prompting a closer look at what’s driving the surge, and whether these elevated premiums reflect genuine demand or short-term market distortion.

Short-term money decisions often go unnoticed until liquidity becomes a constraint. This blog examines how Liquid Mutual Funds fit into cash management, offering structure and intent where idle funds usually drift without purpose.

Rolling and point-to-point returns can tell very different stories for mid-cap mutual funds. Comparing the two highlights which metric better reflects consistent performance, volatility, and the real investor experience across market cycles.

This analysis of rolling and point-to-point returns in large cap mutual funds explains how each measure works, the biases they carry, and what they reveal about performance consistency across market cycles, helping investors interpret results with greater clarity.

A well-structured portfolio needs both steadiness and room for experimentation. The Core and Satellite Portfolio explains how separating these roles brings clarity to investment design and helps portfolios stay aligned through changing market conditions.