General Info

Mid caps occupy an awkward and interesting position — large enough to have proven their business model, small enough to still multiply in size. That combination is why the category has historically outperformed large caps over long periods, and why it punishes short horizons so severely. What is a Mid Cap Fund? A mid cap…

Open any mutual fund factsheet and near the top you will see a line like “AUM: ₹42,318 crore”. Investors often assume a bigger number is automatically better. For some fund categories that is roughly true. For others it is precisely the opposite. AUM Full Form AUM stands for Assets Under Management. It is the total…

If you are starting equity investing and want the least dramatic ride available within equity, the large cap category is where most advisers point. It is not the highest-returning category over long periods, and that is precisely the trade being made. What is a Large Cap Fund? A large cap fund is an equity mutual…

Before 2018, two funds could both call themselves “large cap” while holding completely different portfolios. SEBI ended that with a categorisation framework that defines exactly what each fund type may hold. Understanding these categories is the single most useful thing a new investor can learn — because the category decision drives far more of your…

You have ₹5,000 to invest and you want exposure to fifty good Indian companies. Buying even one share of each would cost far more than that, and you would still have to research every one. A mutual fund solves exactly this problem. What is a Mutual Fund? A mutual fund is an investment vehicle that…