MF and ETF

SEBI’s mutual fund reforms announced on 17 December 2025 change expense ratios, introduce BER, and impact AMC profitability and investor ret...

Discover how professional portfolio reports help MFDs build trust and credibility. Design, insight, and clarity matter. Learn how to get it ...

Learn how to decode CAMS PDF reports and extract powerful portfolio insights using automated tools. No Excel needed!

Learn how to use factor-based analysis to assess and explain mutual fund portfolios. Quality, value, momentum, simplified for distributors.

Ditch the boring spreadsheets. Discover how to deliver powerful mutual fund portfolio insights with ease using modern tools.

Upgrade from spreadsheets. Explore must-have tools for MFDs: Analytics, reporting, CRM & more to scale your mutual fund distribution.

Confused by mutual fund categories? Learn to pick the right Equity, Debt, Hybrid, or Gold funds for your goals. Understand risk, time, and h...

Learn how to analyze mutual funds the right way by focusing on key metrics like returns, risk ratios, and portfolio quality. Discover common...

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...

Investing in the growth of India is easier than ever with Curated Baskets of sharpely. Discover how these ready-made portfolios, available i...

Learn how Smart Beta strategies aim to harvest factor risk premiums beyond the market risk premium through transparent and rule-based approa...

Explore systematic factors such as size, value, momentum, and low-volatility on Active, Passive, and Smart Beta strategies. Analyze historic...

Learn about the concept of factor theory in the context of smart beta strategies. Understand how systematic risk factors form the building b...

This blog analyses the performance of actively managed Mutual Funds using the Capital Asset Pricing Model (CAPM). The analysis reveals the c...

Learn about the world of investing methodologies. From Active to Passive and the rise of Smart Beta strategies, discover how they fit into t...