Blogs & Articles
Insights, tips, and stories to help you make smarter financial choices, stay updated with Stashfin's latest news and ideas.
ESG vs Ethical Mutual Funds: Is There a Difference?
Many investors today want their money to reflect their values. But when you start exploring values-based investing, two terms come up repeatedly — ESG funds and ethical mutual funds. While they may sound interchangeable, they are defined by different frameworks and criteria. This guide breaks down what each means and how they compare.
What is a Glide Path in Life Cycle Funds?
A glide path in life cycle funds describes how the asset allocation gradually shifts from higher-risk equities to lower-risk debt instruments as an investor approaches their target date. Understanding this concept helps investors align their portfolios with their changing risk appetite over time.
Mutual Fund Side-Pocketing: How it Protects You
Mutual fund side-pocketing is a regulatory mechanism that allows asset management companies to separate distressed or illiquid securities from the rest of a fund's portfolio, helping protect investors who hold healthy units from being unfairly impacted by bad debt.
Small Cap Fund Liquidity Risk: What You Need to Know
Small cap funds offer high growth potential, but they carry a unique challenge that every investor should understand: liquidity risk. Learn what it means, why it matters during market sell-offs, and how SEBI's stress test framework helps bring greater transparency to this space.
Mutual Fund Mergers: What Happens to Your Units?
When two mutual fund schemes merge, investors often wonder what happens to their units, their investment value, and their tax position. This guide explains the process in plain language so you can navigate the transition with confidence.
The Role of a Trustee in a Mutual Fund
Behind every mutual fund is a layer of oversight that most investors never see. The trustee is the silent guardian of your investments, ensuring that the fund operates in your best interest at all times.
