Select Category for: Mutual Funds

October 22, 2025 | 5 min read • 1229 views
Personalized Wealth, Professional Management: Is PMS the Right Fit for You?

Wondering if PMS is right for you? Discover who should invest in Portfolio Management Services, when to consider it, and how to evaluate the right provider

October 14, 2025 | 4 min read • 1456 views
This Focused Fund Quietly Outperformed the Nifty & Sensex

Comprehensive 2025 review of HDFC Focused Fund (Direct Plan): performance, SIP growth, risk metrics, fund manager insights, and whether it fits your long-term investment goals

October 9, 2025 | 5 min read • 1028 views
Focused Funds India 2025: A Smarter Way to Build Wealth

Learn what Focused Equity Funds are, how they work, their benefits, risks, and top-performing examples from Indian mutual funds like SBI, Axis, and Motilal Oswal. Discover whether this high-conviction strategy fits your long-term wealth goals

October 9, 2025 | 5 min read • 824 views
Financial Goal Calculator: Turning Your Dreams into Real Numbers

Understand how a Financial Goal Calculator helps you plan your SIP or lumpsum investments smartly in Indian mutual funds. Learn with simple examples, inflation impact, realistic returns, and easy formulas to reach goals like education, home, or retirement

October 1, 2025 | 4 min read • 967 views
Why the Best Starter Fund May Not Be the Top Performer: The Psychology of Smarter Investing

Most new investors chase funds with the best past returns—but that often leads to disappointment. Discover why the best starter fund may actually be a “suboptimal” choice, and how psychology, patience, and consistency matter more than performance

September 22, 2025 | 4 min read • 1339 views
Are Debt Mutual Funds Really Safe? Hidden Risks Every Investor Must Know

Debt mutual funds are not risk-free. Learn about credit, interest rate, and liquidity risks with Indian examples like Franklin Templeton and IL&FS, plus a comparison with FDs

September 16, 2025 | 4 min read • 1262 views
Alpha and Beta in Mutual Funds Explained with Examples for Smarter Investing

Learn what Alpha and Beta mean in mutual funds, how they measure performance and risk, and how to use them to choose the right investments

September 11, 2025 | 4 min read • 2256 views
Consolidated Account Statement (CAS): The Smartest Way to Track All Your Investments

Discover what a Consolidated Account Statement (CAS) is, how to download it, and why it’s the smartest way to track mutual funds, stocks, and demat holdings in one place.

September 3, 2025 | 4 min read • 2004 views
Parag Parikh ELSS Tax Saver Fund (Direct – Growth) Review 2025

Parag Parikh ELSS Tax Saver Fund review 2025 – returns, portfolio, tax benefits, SIP growth, pros & cons. A top value-driven ELSS for Section 80C.

August 29, 2025 | 5 min read • 5398 views
The 10-5-3 Rule in Mutual Funds: A Practical Guide to Realistic Returns

Discover the 10-5-3 rule in mutual funds that explains expected returns from equity, debt, and savings instruments. Learn its meaning, detailed examples, pros and cons, inflation impact, and how Indian investors can apply it for long-term wealth creation


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