Tag
#mutual-funds
5 articles
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Expense Ratio Impact on Returns: The Arithmetic of a Recurring Fee
The expense ratio is deducted daily from NAV, so it never appears as a bill. Over long horizons the drag compounds. Here is the arithmetic, shown neutrally, and its limits.
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PMS vs Mutual Funds vs Stock Baskets: Structure, Costs and Transparency
PMS, mutual funds and stock baskets differ in who legally holds the securities, minimum size, fee structure, tax treatment and disclosure. An even-handed structural comparison.
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Smart Beta Funds in India: What They Are and How to Evaluate One
Smart beta funds track a rules-based index built on factors like value, momentum, quality or low volatility. Here is the Indian menu and how to assess one honestly.
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The Best Mutual Fund Research Tools in India (2026), by Who They Fit
A fair, factual guide to the main mutual fund research tools in India in 2026: Value Research, Morningstar, Tickertape, Trendlyne, PrimeInvestor and more, grouped by who each one fits.
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Tickertape Alternatives for Indian Stock and Mutual Fund Analysis
Tickertape is an excellent, accessible analytics app for Indian stocks and mutual funds. Here is where it fits and a point-in-time, source-linked alternative for professional desks.
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