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  1. Home
  2. /Investments
  3. /Mutual Funds

Mutual Funds

Compare SIP and lump-sum mutual funds in India — expense ratios, categories, tax on LTCG, and how to pick funds for your goals.

Key facts

Typical equity returns
10–12% p.a. (long-term historical)
Risk level
Moderate to high (market-linked)
Min investment
From ₹500/month via SIP
Tax on equity LTCG
12.5% above ₹1.25L gains/year
ELSS lock-in
3 years (Section 80C)

Guides

How to Calculate NAV: Understanding Net Asset Value

NAV (Net Asset Value) is the price per unit of a mutual fund — the number that tells you how much your investment is worth. This guide explains how NAV is calculated, why it matters less than you think, and how it differs from stock prices.

ELSS Tax Saving Funds: How to Save Tax and Build Wealth

ELSS (Equity Linked Savings Scheme) mutual funds are the only equity investment that qualifies for Section 80C deduction — giving you tax-free growth with a 3-year lock-in. This guide covers how ELSS works, returns, the best ELSS funds, and how it compares to other 80C options.

Index Fund vs Active Fund: Which One Wins Over Time

The debate between index funds and actively managed funds is one of the most important investment decisions you will make. Index funds charge 0.05-0.20% vs active funds at 1-1.5%. But do Indian active funds beat their benchmarks more often than not? The data may surprise you.

SIP vs Lump Sum: Which Investment Method Builds More Wealth

Should you invest a ₹5 lakh bonus all at once or spread it over 12 months via SIP? This guide answers the SIP vs lump sum debate with data, explains when each approach is better, and introduces Systematic Transfer Plans (STPs) as a hybrid strategy.

How to Read a Mutual Fund Fact Sheet: Complete Guide

Mutual fund fact sheets contain all the information you need to evaluate a fund — but they are often dense and confusing. This guide teaches you how to read a fact sheet: what numbers matter, what red flags to look for, and how to compare funds using fact sheet data.

Articles

SIP Calculator: How to Estimate Your Mutual Fund Returns

How does a SIP calculator work? Learn the compound interest formula behind SIP returns, how to use it, and what assumptions to make about future returns.

NAV Explained: What Net Asset Value Really Means for Your MF Returns

What is NAV in mutual funds? Learn how Net Asset Value is calculated, how it affects your returns, and why NAV alone doesn't matter for comparison.

ELSS Tax Saving Funds: How to Save Tax and Build Wealth Simultaneously

ELSS funds offer Section 80C tax deduction plus equity returns. Learn how they work, why they beat FDs and PPF, and the 3-year lock-in rule.

Index Funds vs Active Funds: The Great Debate Explained

Index funds vs active funds — which gives better returns? Learn about expense ratios, the India alpha challenge, and what most investors should actually choose.

Equity vs Debt Funds: Which is Right for You in 2026

Equity or debt mutual funds — which should you invest in? Learn the key differences in returns, risk, tax treatment, and how to choose for your goals.

Understanding the PMC Bank Crisis: Lessons for Depositors

Understanding the PMC Bank Crisis: Lessons for Depositors — a comprehensive guide for Indian consumers covering key aspects, calculations, and practical tips for 2026.

Frequently Asked Questions

More answers in Investment Q&A

Explore more

  • Stocks & Demat
  • PPF & SSY
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ELSS Funds — The Best Tax-Saving Mutual Funds in 2024

ELSS funds combine equity growth potential with Section 80C tax benefits and the shortest lock-in of any tax-saving investment. This guide reviews the best ELSS funds for 2024.