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Flexi Cap Funds Performance Review (3Y, 5Y, 10Y, Since Launch)
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.
Ayesha Bee
3 days ago5 min read


ESG Investing in India: Mutual Funds, Scores, and Indices
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.
Ayesha Bee
Oct 285 min read


The Strategic Role of Liquid Mutual Funds in Cash Management
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.

Bhanu Kiran
Oct 104 min read


Mid-Cap Funds Performance: A Rolling vs Point-to-Point Return Study
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.
Ayesha Bee
Oct 103 min read


Rolling & Point-to-Point Returns Analysis of Large Cap Mutual Funds
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.
Ayesha Bee
Oct 104 min read


NRI Mutual Fund Investments: Accounts, Documentation, and Tax Rules
FEMA rules, account types, KYC, and taxation shape the way NRIs mutual fund investments operate. Understanding these conditions clarifies how eligibility, compliance, and repatriation limits work before any capital is committed.

Bhanu Kiran
Oct 36 min read


Top Mid-Cap Mutual Funds in India (2025): Performance, Risk, and Cost Compared
Mid-cap mutual funds sit at the intersection of growth and risk. T
his analysis compares 20 long-standing schemes on returns, risk-adjusted performance, costs, and consistency highlighting which funds truly stand out over 3, 5, and 10 years.
Ayesha Bee
Jul 125 min read


Direct vs Regular Mutual Funds: 10-Year Cost-Adjusted Performance Analysis
Over a 10-year period, the difference between direct and regular mutual funds can significantly impact your returns.
While both invest in the same portfolio, regular plans charge higher fees due to distributor commissions.
This blog analyzes cost-adjusted performance across equity, debt, and hybrid categories, showing how even small fee differences can compound into meaningful return gaps.
A must-read for anyone looking to make smarter investment choices.
Ayesha Bee
Jul 15 min read


Analyzing the Performance of Sectoral Mutual Funds for AI and Technology in India
Technology Mutual Funds in India have gained momentum with the rise of AI and digital innovation. This blog breaks down the performance of sectoral funds focused on tech and AI, helping investors understand where the real potential and risks lie.
Ayesha Bee
Jun 206 min read


Advantages and Disadvantages of Mutual Funds in India: A Clear Guide for Investors
This blog explores their key advantages of mutual funds, like diversification, expert management, and tax-saving options, while also addressing common drawbacks such as costs, volatility, and limited control.
A complete breakdown to help you decide if mutual funds align with your financial goals.

Bhanu Kiran
Jun 45 min read


SIP vs. Lump Sum: Which is the Best Way to Invest in Mutual Funds in India?
SIP vs Lump Sum isn’t a battle of better or worse. It’s a question of fit.
Whether you earn monthly or receive money in chunks, how you invest should match how you earn, how you handle risk, and how the markets behave. This blog breaks down both strategies, their advantages, and when to choose one over the other.

Bhanu Kiran
May 174 min read


Rupee Cost Averaging: How It Works and Why It Matters for Long-Term Investors
Rupee Cost Averaging is a simple yet powerful investing strategy that helps reduce your average cost per unit by investing consistently, no matter where the market is headed.
In this blog, we break down what rupee cost averaging means, how it works through SIPs, its benefits and limitations, and how it performs across different market scenarios.

Bhanu Kiran
May 166 min read


What Are Mutual Funds and How Do They Work?
Mutual funds have become the go-to choice for salaried professionals aiming to build wealth, without diving deep into stock analysis. But beneath the ease of SIPs and professional management lies a layered world of fund structures, asset choices, and return mechanisms.
This blog unpacks how mutual funds actually work, where they invest your money, and why understanding these mechanics can make all the difference to your long-term goals.

Srujan Pavuluri
Mar 1, 20228 min read
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