GIFT City FundsA contract is not a share. The question: What is futures and options trading is a bet on price, size and time, settled through a clearing corporation…
Category: Investment Advisory
Searching for investment advisory often begins with a simpler need: understanding the numbers and terms you are being shown. This category collects our explainers on how to read investment performance and how share markets work in India, so you can compare options and ask sharper questions.
You will find guides to measuring mutual fund performance, including absolute return, XIRR and rolling versus trailing returns; share market basics such as face value, bonus shares and the difference between preference and equity shares; valuation through the earnings-to-price ratio; and how futures and options trading works. We also cover capital gains tax on mutual funds and give an overview of alternative investment fund managers in India.
Wealth Munshi is an AMFI-registered mutual fund distributor (ARN 141775) in Hyderabad, and we help NRI and HNI investors choose and track suitable schemes through our mutual fund investment service, equity investment support and goal-based investing.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not indicate future returns. Derivatives trading carries a high risk of loss.
Face Value of a Share: Meaning, Split, and Dividend
What is the face value in stock market: The number on the certificate is not the number on the screen. Face value in a stock market is..
XIRR in Mutual Funds: Meaning, Excel, and Platforms
The app shows 18 percent. Your friend shows 11 percent. Both numbers can be honest. Xirr in mutual fund means an annualised rate on money that did..
What Is a Bonus Share? Issue, Split, Rights, Demat
If a company has built up profits on its balance sheet, it can turn some of those reserves into more shares. The extra bit is that extra..
Difference Between Preference and Equity Shares
Share capital of an Indian company is not a menu of flavours. The Act allows for two types. That’s how you’d say people buy ‘fixed dividend equity’..
What Is Rolling Return in Mutual Fund vs Trailing Return
Two funds on a website today can have the same three-year return, but have treated investors very differently over the past decade. That result could have occurred..
11 Facts on Capital Gains Tax on Mutual Funds
If an investor sells mutual fund units, he would like to know how much tax he will have to pay. It is contingent upon whether the fund..
Facts on the Earnings to Price Ratio
So an investor looking at two stocks will see one trading at a P/E of 12 and the other at a P/E of 25. The first looks..
What Is Absolute Return in Mutual Funds? Meaning, Formula and SIP Returns
Last updated: 18 October 2026. This guide now includes our earlier article on abs return in SIPs and XIRR. An investor looks at the one-month performance of..
11 Facts on Alternative Investment Fund Managers in India
Rajesh, a technology entrepreneur who recently completed a large secondary sale, sat down with his family office advisor to review allocation options. The portfolio already had a..