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Nifty 50 Equal Weight Index Funds: Performance, Returns & How They Compare with Nifty 50
Market-cap weighting shapes most passive portfolios, often concentrating returns in a few stocks. Nifty 50 Equal Weight Index Funds follow a different construction, redistributing exposure evenly across constituents. This blog examines how that design influences performance, tracking behavior, and comparisons with the traditional Nifty 50.
Ayesha Bee
5 days ago4 min read


Dynamic Asset Allocation Funds/ Balanced Advantage Funds Performance review (3Y, 5Y & 10Y)
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.
Ayesha Bee
Jan 114 min read


International Mutual Funds vs Nifty 50: What the Last 3 Years Reveal
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.
Ayesha Bee
Jan 86 min read


Absolute Return vs CAGR vs XIRR: The Simple Guide Every Investor Needs
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.
Ayesha Bee
Dec 4, 20255 min read


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
Nov 27, 20255 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 10, 20253 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 10, 20254 min read


IPO Performance in India: A 13-Year Analytical Study (2012–2025)
IPO performance in India is shaped by more than just listing-day excitement. This analysis tracks how new issues have fared over different time frames, offering a structured view of debut outcomes, short-term movements, and longer-term trends that shape investor experience.
Ayesha Bee
Aug 29, 20254 min read


Best Infrastructure Investment Trusts (InvITs) in India: Returns, Risks & Top Picks
Pooling capital into income-generating infrastructure has become a distinct investment route in India. This article examines the framework behind Infrastructure Investment Trusts, the sectors they operate in, and the factors influencing their market performance, offering a grounded view of where they might fit in a broader portfolio strategy.
Ayesha Bee
Aug 19, 20256 min read


ETF vs Index Funds: What's the Difference? Performance Analysis and Tracking Error
ETFs vs Index Funds: Which One Works Better for You?
Both aim to track the same indices—but differ in how they operate, what they cost, and how closely they match returns.
We analysed real 1-year tracking error and 3-year CAGR data across 80+ funds to see how they stack up.
If you’re confused between the two, this post breaks it down simply—with data to back it.
👉 Give it a read before you invest.
Ayesha Bee
Jul 24, 20256 min read
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