Exploring the Rise of Robo-Managed Portfolios

Exploring the Rise of Robo-Managed Portfolios

Exploring the Rise of Robo-Managed Portfolios in India 2025. When dealing with mutual funds investment in India, technology is rapidly changing the game. With the exceptional rise of robo-advisors and AI-powered portfolio tools, many investors are curious to know if AI really picks the best mutual funds. Let’s figure out if these smart systems can … Read more

Understanding Risk-Adjusted Performance in Mutual Funds

Understanding Risk-Adjusted Performance in Mutual Funds

Understanding Risk-Adjusted Performance in Mutual Funds. When people bring up mutual funds investment in India, they usually talk only about returns. High returns bring in investors like moths to a flame, even if they are full of risks, especially new investors. But returns alone are not enough to build a safe financial wealth. Because if … Read more

How does the expense ratio affect long-term mutual fund returns?

How does the expense ratio affect long-term mutual fund returns

When setting up your mutual funds investment in India, you probably focus on returns in the past, fund ratings, or high-profile fund managers. But one factor silently eats into your wealth year after year, which is the expense ratio. How does the expense ratio affect long-term mutual fund returns Over the long run, avoiding it … Read more

How to Avoid Exit Loads and Hidden Fees in Mutual Funds

How to Avoid Exit Loads and Hidden Fees in Mutual Funds

Mutual funds are one of the most trending investment choices these days. But many investors lose a portion of their returns because of exit loads and hidden charges. If you are thinking of planning a mutual funds investment in India, then it’s crucial to know How to Avoid Exit Loads and Hidden Fees in Mutual … Read more

Mutual Fund SIP Holiday: Should You Pause or Continue in a Crisis?

Mutual Fund SIP Holiday Should You Pause or Continue in a Crisis

Mutual Fund SIP Holiday Should You Pause or Continue in a Crisis? Whenever there are ups and downs in the market or your finances take a hit, the idea of pausing your SIP (Systematic Investment Plan) might look like a smart choice. But is opting for Mutual Fund SIP Holiday in India really a good … Read more

Dividend vs Growth Option: Which Mutual Fund Plan to Choose India

Dividend vs Growth Option Which Mutual Fund Plan to Choose India

When you think about mutual fund investment in India, then one common question always comes to your mind –  Dividend vs Growth Option Which Mutual Fund Plan to Choose India? Both have their own advantages and disadvantages, but the right decision depends on your financial goals and income requirements. Let’s dive into the main point … Read more

How to Use SWP (Systematic Withdrawal Plan) for Regular Income

How to Use SWP Systematic Withdrawal Plan for Regular Income

How to Use SWP Systematic Withdrawal Plan for Regular Income. Mapping out your income and expenses is important, especially if you are a retiree or searching for a steady income source from your investments. One smart way many investors manage this is with the help of a Systematic Withdrawal Plan (SWP) in mutual funds for … Read more

Should You Invest During a Recession in Mutual Funds

Should You Invest During a Recession in Mutual Funds

Should You Invest During a Recession in Mutual Funds? When the stock market drops sharply and news headlines point to a recession, then most investors panic. But stopping your mutual fund investment in India during a recession shouldn’t be the right move to make. Because if we look back at history, recessions are a normal … Read more

Understanding Mutual Fund Benchmarks Why They Matter

Understanding Mutual Fund Benchmarks Why They Matter

At the beginning of your mutual funds investment in India, you frequently hear terms like ‘benchmark’ or ‘index’. But what do they really mean in your wealth building journey? Understanding Mutual Fund Benchmarks Why They Matter are so crucial and how they can be helpful to you with better investment decisions. Understanding Mutual Fund Benchmarks Why … Read more

How to Identify Red Flags in Mutual Fund Scheme Documents

How to Identify Red Flags in Mutual Fund Scheme Documents

How to Identify Red Flags in Mutual Fund Scheme Documents. Investors nowadays have more options than ever before when we talk about mutual fund investment in India. But having multiple choices means more responsibility and keeping an eye on reading the scheme documents carefully is one of the smartest decisions you can make. These scheme … Read more