
Mutual Fund Benchmark Explained: Nifty 50, TRI & How Funds Beat It
Learn what a mutual fund benchmark is, how the Nifty 50 and Total Return Index work, and how to compare fund performance against its benchmark.
Insights, guides, and updates from the team.

Learn what a mutual fund benchmark is, how the Nifty 50 and Total Return Index work, and how to compare fund performance against its benchmark.

Understand NAV in mutual funds: its meaning, calculation formula, SIP impact and whether high NAV or low NAV matters when choosing mutual funds.

Mid-cap and small-cap mutual funds can offer exposure to growing businesses, but they also come with risks that could test even a long-term investor’s patience. If you’re aiming to build a ₹1 crore portfolio, which category deserves a place in your investment plan? Understand the differences, explore SIP calculations and learn how to evaluate these funds without chasing recent returns.

Two investors can have the same ₹1 crore goal but need very different investment strategies. A flexi cap fund gives the fund manager greater freedom to move across market-cap segments, while a multi cap fund follows defined allocation requirements. So, which approach makes more sense for a 30-year-old investing for the long term? Explore the differences, understand the risks, and see how your SIP strategy could shape your journey towards ₹1 crore.

Avoid common mutual fund mistakes, from choosing the wrong fund to withdrawing SIPs early. Learn how to plan goals and invest with greater discipline.

How to open a mutual fund account online in 5 steps: check your KYC, keep documents ready, then start a SIP through SBI, HDFC or the Groww app, or open one for a minor.

What is KYC in mutual funds? Learn the KYC procedure, documents required, how KRA fits in, how to open a mutual fund for a minor, and what the FATCA declaration is.

Learn how to transition from SIP to SWP, generate monthly income from your mutual fund corpus, and plan withdrawals for retirement or matured financial goals.

Discover how debt mutual fund SIPs can support 1-to-3 year goals, compare debt funds with FDs, and understand risks before investing.
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