You can build your own Mutual Fund Portfolio and backtest against Nifty 100 and Nifty 500 on parameters of XIRR for SIP and Point to Point, Rolling Returns and drawdowns.

In Part-2 of this 3 part series blog, I will cover the various schemes options available and what they mean for the investor. When you invest in mutual funds in India, you not only pick the scheme but also choose how your returns are managed and how you pay for advice. These decisions — Growth or IDCW (Dividend)  and Regular or Direct — directly affect your wealth creation, taxation, and costs. Let’s break down these mutual fund options in simple terms. Growth vs Dividend (I

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

When it comes to investing in the equity markets, two prominent avenues often come up: Portfolio Management Services (PMS)  and Mutual...

In today’s uncertain financial environment, many investors are searching for options that provide a balance between safety, income, and...

ICICI Blue chip fund comparison with NIFTY 50