Portfolio Turnover Ratio – What it Tells You The Portfolio Turnover Ratio tells you how actively a fund manager is buying and selling stocks. Learn how this metric affects costs, returns, and your investing style. 08/06/2025 Introduction What Is Portfolio Turnover Ratio (PTR)? PTR measures how frequ...
Myths About Mutual Funds – Part 1 Think mutual funds are only for experts or that they guarantee returns? Bust the most common myths about mutual fund investing in this first of a two-part series. Introduction Mutual funds are one of the most powerful investment tools available today. But despite th...
Overconfidence in DIY Investing – When Confidence Outruns Capability Introduction Investing on your own feels exciting — you’re in control, making the calls. But when investors overestimate their knowledge, they often fall into the trap of overconfidence. Overconfidence in DIY mutual fund investing ...
Expense Ratio – Tiny % that Matters a Lot A fund's expense ratio looks small but can eat into your long-term returns. Understand what it is, how it works, and how to make cost-efficient investments. 07/06/2025 Introduction What Is Expense Ratio? The expense ratio is the annual fee (in % of AUM) char...
Benefits of SIP Over Lump Sum SIP vs Lump Sum — which is better for mutual fund investing? Discover why Systematic Investment Plans (SIPs) often outperform lump sum investments for most investors. Introduction Investing in mutual funds offers two main approaches — putting in all your money at once (...