Trupti Jalan

Trupti Jalan is a Certified Financial Planner. She has diversified and rich experience in personal finance for more than 5 years. Her previous associations were with asset management companies and investment advising firms. She brings in financial markets subject matter expertise to the team and create easy going investment content for the readers.

Mutual Fund Resources

Sortino Ratio

What is Sortino Ratio in Mutual Funds?  The Sortino ratio in mutual funds is a statistical tool that is useful to measure the performance of the fund with respect to the downward deviation. In other words, this ratio is used...

fd vs sip

SIP Vs FD – Which is Better in 2024

The Indian financial market has been witnessing many changes in recent years. Newly financial instruments have gained prominence along with the previous instruments that exist. Hence, there are plenty of investment options in the industry, like stocks, fixed deposits, mutual...

difference between nps vs elss

NPS vs ELSS

Saving tax is one of the important aspects of financial planning and wealth creation. There are various avenues available where an individual can invest to save taxes. Among them, Section 80C has a list of investments that offer tax deductions...

difference between etf vs stocks

ETF vs Stock

Investors have an array of options for investing in the stock market. Besides trading in individual stocks, which offer a share of ownership in a specific company, investors can also invest in Exchange Traded Funds(ETFs). ETFs are a collection of...

direct equity vs equity funds

Direct Equity vs Equity Mutual Funds

Often investors are confused whether they should directly invest in stocks or invest through mutual funds for equity investment. Mutual funds invest the pooled money from investors in publicly traded stocks known as equity mutual funds. On the other hand,...

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Top Performing Nifty 50 Index Funds

Best Nifty 50 Index Fund in India

Nifty 50 Index mutual funds have a portfolio that matches the NIFTY 50 index of the market. In other words, the returns from these mutual funds match the benchmark returns. Also, nifty 50 index funds have low portfolio turnover, broad...

mutual fund portfolio overlap

Mutual Fund Portfolio Overlap

Meaning of Mutual Fund Portfolio  A mutual fund is an investment vehicle that pools money from investors and invests in purchasing assets like equity, bonds, government securities and other securities. The mutual fund portfolio is designed to match its investment...

mutual fund custodian

Custodian in Mutual Fund

Mutual funds are gaining importance and have become a preferred investment option among investors. There is convenience and ease of investing and tracking the mutual fund investments. A mutual fund organisation aims to trade in stocks, bonds and other securities...