Many young investors who are just starting their investment journey often feel confused about how and where to begin investing in mutual funds . As part of a 3-part blog series , I’ll simplify this journey step by step: Part 1:  Various types of Mutual Funds Part 2:  Scheme variants within Mutual Funds (Dividend/Growth, Regular/Direct) Part 3:  Where and how to invest in Mutual Funds   Part 1: Various Types of Equity Mutual Funds 1. Large-Cap Mutual Funds Large-cap funds inve

The blog explores the data behind investing in mutual fund schemes that have overlaps. The data unravels that overlaps can also result in good returns while also minimizing the risk.

The blog discusses various debt instruments, their pre tax and post tax returns and what instruments can Clients include in their portfolio in order to get their asset allocation right. Depending on your tax bracket, your liquidity needs, choice of products will differ