AUM reflects how much money a mutual fund manages, not performance. Here’s how fund size affects costs, liquidity, risk and ...

Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

R-squared is a statistical measure that shows how similar a mutual fund’s performance is to its benchmark, such as the NSE ...

Step-Up SIP to boost long-term wealth: Systematic Investment Plan is the preferred method of investors who want to become ...

Learn what financial instruments are, explore major types and asset classes, and understand how they work in investing, trading, and portfolio construction.

Capital gains tax is levied on profits earned from the sale of capital assets such as equity shares, mutual fund units, real ...

Exchange-traded funds and mutual funds are similar but also have key differences that may be significant for investors. ETFs tend to be cheaper and save investors money on taxes, experts said. ETFs ...

Systematic Withdrawal Plans (SWPs) and dividend payout mutual funds are two popular investment options for those looking for ...

After a strong year for the stock market, many mutual funds are expecting double-digit year-end capital gains payouts for 2025, according to Morningstar. That could trigger unexpected taxes for ...

The revised LTCG tax framework introduced in Budget 2024 has quietly increased the tax burden on salaried mutual fund ...

As investors tire of crowded portfolios and average returns, concentrated equity funds are drawing attention for their clarity, conviction, and willingness to take sharper bets.

Both NPS and debt mutual funds offer tax benefits under Section 80C of the Income Tax Act. However, NPS has an additional tax benefit on the employer's contribution up to 10% of basic salary. Debt ...