This website is purely ACADEMIC in nature and NOT a stock market recommendation service or a tip provider. No live data or feeds are provided and all information is historic only. Information is provided for ease of understanding for the purpose of learning. Accuracy of definitions etc is not mantained. I am not a SEBI or IRDA registered.
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Latest revision as of 00:26, 12 August 2021
| Home | Personal Finance | Mutual Funds | Equity |
- Introduction to Indian Financial Markets
- Getting started to Save and Invest
- Importance of Asset class
- Securities Market Segments
- Bank Deposits (Banks, Post Office etc.)
- Sukanya Samriddhi Account
- Employees Provident Fund (EPF)
- Gratuity
- National Pension Scheme (NPS)
- Investing in Gold
- Tracking Banking data with Spreadsheets
- Aadhaar now made mandatory for small saving schemes
- Asset Allocation and Investment Strategy
- Investment Adviser and Regulatory Environment
- Investment Products
- Non Convertible Debentures (NCDs)
- Investment Risk and its Measurement
- Risk Profiling
- Measuring Investment Returns
- Concept of Financial Planning and importance of Investment Adviser
- Power of Attorney (PoA)
- Concept of Lien when taking loans
- Loan Management (Credit cards, personal loans, gold loans etc)
Types of Insurance
- Introduction to Insurance
- Term Insurance
- Health Insurance
- Unit Linked Insurance Plans (ULIP)
- Reverse Mortgage Plans
- Insurance for the family
- Tracking Insurance data with Excel
- Fully Paid Up Insurance Policy
- Insurance Planning - an Overview
Insurance Companies
Retirement
Taxation
- Capital Gains
- Long Term Capital Gains
- Tax on Dividend Income
- Tax on Bonds
- Tax on Fixed Deposits
- Tax Deduction at Source (TDS)
- Filing Income Tax Returns
- Income-tax Return Forms or ITR Forms - Which form to use when?
- Income-tax Return Filing Due Dates
- Income-tax Notice
- Plan your tax payment and tax savings
- Saving tax under Section 80C
- Advance Tax - Who should pay? Due dates etc.
- Tax on receiving gifts
- Tax-free income
- Taxation and Estate Planning
Other Topics
- Other related topics (bitcoin, Government policies etc.)
Introduction Topics
- Introduction to Mutual Funds
- Asset Management Company
- Securities and Exchange Board of India (SEBI) and Mutual Funds
- Association of Mutual Funds in India (AMFI)
- Mutual Fund Scheme - What are schemes? How to select a MF scheme?
- Mutual Fund Folio
- Mutual Fund Units
- Mutual Fund Manager
- New Fund Offer (NFO)
- Ongoing New Fund Offers (NFO)(List updated on Mar 2, 2017)
- Net Asset Value or NAV
- Know Your Customer / KYC
- FATCA and Mutual Funds
- Aadhar and Mutual Funds
- Assets Under Management (AUM)
- Mutual Fund Expenses
- Expense Ratio and Total Expense Ratio (TEP)
- Portfolio Turnover
- Exit Load
- Switch Transaction offered by Mutual Funds
- Systematic Investment Plan (SIP) and Compounding effect
- Systematic Transfer Plan (STP)
- Systematic Withdrawal Plan (SWP)
- SIP vs Lumpsum Investments
- Timing the market with Mutual Funds
- One Time Manadate in Mutual Funds
- Open-ended, Close-ended and Interval schemes
- DIRECT plan vs REGULAR plan
- GROWTH option vs DIVIDEND option
- Mutual Fund Distributor
- Commission in Mutual Funds
- Mutual Funds Overview - useful for Investment Advisers
Types of Mutual Fund Schemes
- Equity Mutual Funds
- Hybrid Funds (formerly called Balanced Funds)
- Index Funds
- Diversified Multicap Equity Funds
- Equity Linked Savings Schemes (ELSS)
- Equity Savings Mutual Funds
- Fixed Maturity Plan Funds or FMP
- Capital Protection-Oriented Funds
- Arbitrage Mutual Fund Schemes
- Exchange Traded Funds (ETF)
- International Mutual Fund Schemes
- Largecap Mutual Fund Schemes
- Large and Midcap Mutual Fund Schemes
- Midcap Mutual Fund Schemes
- Smallcap Mutual Fund Schemes
- Thematic and Sectoral Mutual Fund Schemes
- Focused Mutual Funds
- Value Oriented Mutual Funds
- Debt Mutual Funds
- Liquid Mutual Fund Schemes
- Ultra Short Duration Funds
- Ultra Short Term Mutual Fund Schemes (Old page, deprecated)
- Money Market Fund Schemes
- Short Duration Funds or Short Duration Debt Funds
- Short-term Debt Mutual Fund Schemes (Old page, deprecated)
- Dynamic Bond Funds
- Dynamic Asset Allocation Funds
- Monthly Income Plans
- Gilt Mutual Funds
Building and Investing
- How to select an Asset Management Company
- How to select a mutual fund scheme
- How to select a bond fund
- Building Mutual Fund Portfolio
- Using Excel to track investment performance
- How many Mutual Fund Schemes should I invest in?
Performance Tracking
- Understanding Mutual Fund Factsheet
- Evaluating of Mutual Fund Schemes
- Comparing Mutual Fund Schemes
- Mutual Fund performance measurement with CAGR
- Mutual Fund performance measurement with Standard Deviation
- Mutual Fund performance measurement with Sharpe Ratio
- Mutual Fund performance measurement with Beta
- Mutual Fund performance measurement with XIRR
- Mutual Fund Ratings
Mutual Fund Websites and Tools
- Mutual Fund Utilities (MFU)
- Starting a SIP with MFU
- List of Mutual Funds with MFU
- Using third-party websites for Mutual Fund investing
AMC specific discussions
- Mutual Fund Websites
- List of Mutual Funds serviced by CAMS
- List of Mutual Funds serviced by Karvy Mutual Fund Services
- Mutual Fund Website Review Checklist - What are the important features that investors expect from a MF website?
- Aditya Birla Sunlife Mutual Fund
- Axis Mutual Fund
- Baroda Pioneer Mutual Fund
- BNP Paribas Mutual Fund
- BOIAXA Mutual Fund
- Canara Robeco Mutual Fund
- DHFL Pramerica Mutual Fund
- DSP Mutual Fund
- Edelweiss Mutual Fund
- Essel Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HDFC Housing Opportunities Fund - Series 1
- HSBC Mutual Fund
- IDBI Mutual Fund
- IDFC Mutual Fund
- ICICI Prudential Mutual Fund
- Invesco Mutual Fund
- Indiabulls Mutual Fund
- JM Financial Mutual Fund
- L&T Mutual Fund
- Mahindra Mutual Fund
- Mirae Asset Mutual Fund
- Motilal Oswal Mutual Fund
- PPFAS Mutual Fund
- Reliance Mutual Fund
- Reliance Simply Save App
- Reliance ATM Card
- Tata Mutual Fund
- LIC Mutual Fund
- Kotak Mutual Fund
- Principal Mutual Fund
- SBI Mutual Fund
- Sundaram Mutual Fund
- Taurus Mutual Fund
- Quant Mutual Fund
- Quantum Mutual Fund
- UTI Mutual Fund
- Union Mutual Fund
Registrars
- Computer Age Management Services Pvt Ltd (CAMS)
- Karvy MFS
- Franklin Templeton
Goal-based Investing with Mutual Funds
- Building Corpus for buying a House using Mutual Funds
- Lifestage Planning with Mutual Funds
- Building a Child Education scheme using Mutual Funds
- Building Marriage Corpus using Mutual Funds
- Mutual Fund plan for a just retired person
- Retirement Planning with Mutual Funds
Some mutual fund investing experiments
- Doing a daily switch from debt to equity for short term gains
- Mutual fund equity investing using Index and market performance as the criteria