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mf and etf
MF and ETF
Detailed blogs on mutual funds and ETFs. You’ll get to learn everything about mutual funds and ETFs in extensive detail.
Recent Blogs
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SEBI’s Mutual Fund Reforms: New Expense-Ratio Rules, Lower Fee Caps, and the Impact on AMCs
by
Avinash Bhatt
Dec 22, 2025
SEBI’s mutual fund reforms announced on 17 December 2025 change expense ratios, introduce BER, and impact AMC profitability and investor ret...
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Building Trust Through Better Reporting: Why Design and Depth Matter for MFDs
by
Avinash Bhatt
Dec 19, 2025
Discover how professional portfolio reports help MFDs build trust and credibility. Design, insight, and clarity matter. Learn how to get it ...
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How to Read CAMS Reports Like a Pro (And Get Actionable Insights)
by
Avinash Bhatt
Dec 19, 2025
Learn how to decode CAMS PDF reports and extract powerful portfolio insights using automated tools. No Excel needed!
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Understanding Factor-Based Analysis for Mutual Fund Portfolios: A Guide for Distributors
by
Avinash Bhatt
Sep 17, 2025
Learn how to use factor-based analysis to assess and explain mutual fund portfolios. Quality, value, momentum, simplified for distributors.
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How to Impress Clients with Better Portfolio Insights (Without Excel!)
by
Avinash Bhatt
Sep 11, 2025
Ditch the boring spreadsheets. Discover how to deliver powerful mutual fund portfolio insights with ease using modern tools.
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The Modern MFD’s Tech Stack: Tools You Need Beyond Just a Transaction Platform
by
Avinash Bhatt
Sep 08, 2025
Upgrade from spreadsheets. Explore must-have tools for MFDs: Analytics, reporting, CRM & more to scale your mutual fund distribution.
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Best Mutual Fund Categories: A Simple Guide for Every Investor
by
Pranav Nanekar
May 29, 2025
Confused by mutual fund categories? Learn to pick the right Equity, Debt, Hybrid, or Gold funds for your goals. Understand risk, time, and h...
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How to Analyze Mutual Funds for Better Returns: Key Metrics and Common Mistakes
by
Avinash Bhatt
Apr 29, 2025
Learn how to analyze mutual funds the right way by focusing on key metrics like returns, risk ratios, and portfolio quality. Discover common...
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Mutual Funds and ETFs: How to Choose the Right Investment for You
by
Pranav Nanekar
Feb 18, 2025
This article aims to give you a detailed outlook on the similarities and differences between mutual funds and ETFs and finally make a case f...
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Maximising Returns with Curated Investment Baskets on sharpely
by
Avinash Bhatt
Sep 13, 2023
Investing in the growth of India is easier than ever with Curated Baskets of sharpely. Discover how these ready-made portfolios, available i...
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Active, Passive and Smart Beta: Part 5 – Smart Beta Strategies
by
Shubham Satyarth
Apr 28, 2022
Learn how Smart Beta strategies aim to harvest factor risk premiums beyond the market risk premium through transparent and rule-based approa...
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Active, Passive and Smart Beta: Part 4 – Systematic Factors and Risk Premium
by
Shubham Satyarth
Apr 19, 2022
Explore systematic factors such as size, value, momentum, and low-volatility on Active, Passive, and Smart Beta strategies. Analyze historic...
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Active, Passive and Smart Beta: Part 3 – From Assets to Factors
by
Shubham Satyarth
Apr 08, 2022
Learn about the concept of factor theory in the context of smart beta strategies. Understand how systematic risk factors form the building b...
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Active, Passive and Smart Beta: Part 2 – Active vs Passive Investing
by
Shubham Satyarth
Apr 07, 2022
This blog analyses the performance of actively managed Mutual Funds using the Capital Asset Pricing Model (CAPM). The analysis reveals the c...
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Active, Passive and Smart Beta: Part 1 – An Introduction
by
Shubham Satyarth
Apr 04, 2022
Learn about the world of investing methodologies. From Active to Passive and the rise of Smart Beta strategies, discover how they fit into t...
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Featured blogs
Active, Passive and Smart Beta: Part 1 – An Introduction
Apr 04, 2022
Active, Passive and Smart Beta: Part 2 – Active vs Passive Investing
Apr 07, 2022
Active, Passive and Smart Beta: Part 3 – From Assets to Factors
Apr 08, 2022
Active, Passive and Smart Beta: Part 4 – Systematic Factors and Risk Premium
Apr 19, 2022
Active, Passive and Smart Beta: Part 5 – Smart Beta Strategies
Apr 28, 2022