Learn · Mutual fund basics
Mutual fund basics
Educational writing about money, in plain words. Free to read, no sign-up, nothing to buy.
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Mutual fund basics: how a fund actually works
What a mutual fund is, who runs it, where your money really goes, and what NAV, units, folios and scheme documents mean on your statement.
Language: English -
Mutual fund terms, in plain words
What the words on mutual fund forms, statements and scheme documents mean, from AMC and NAV to SIP and XIRR, explained in plain English and arranged A to Z.
Language: English -
Ten funds can still be one bet
Holding more funds is not the same as being diversified. Why overlap happens, how to spot it in what you already own, and what actually spreads a portfolio.
Language: English -
Why a cheaper fund is not automatically a better one
The expense ratio is the easiest number to compare, so it gets compared most. Here is why I do not use it to screen funds, and what I look at instead.
Language: English