Blogs & Articles
Insights, tips, and stories to help you make smarter financial choices, stay updated with Stashfin's latest news and ideas.
What is a Mutual Fund Side-Pocketing Trigger?
Side-pocketing is a regulatory mechanism that allows mutual fund houses to separate distressed or illiquid securities from the rest of a fund's portfolio. Understanding what triggers this process helps investors make more informed decisions about the debt mutual funds they hold.
How to Audit Your Own Mutual Fund Portfolio
A self-audit of your mutual fund portfolio helps you spot underperformers, remove overlap, and stay aligned with your financial goals. Follow this 10-step checklist to evaluate your holdings with confidence.
Understanding the "Sortino Ratio" in Fund Analysis
When evaluating mutual funds, most investors look at returns. But returns alone do not tell the full story. The Sortino Ratio helps you understand how well a fund manages the risk that actually matters — the risk of losing money.
Best Arbitrage Funds for Corporate Tax Brackets
Discover how arbitrage funds can serve as a tax-efficient treasury tool for private limited companies looking to optimise short-term surplus management.
Mutual Fund Investing for Minors: The 18th Birthday Transition
When a child who holds mutual fund investments turns 18, the account must go through a formal transition process before any new transactions can take place. This guide walks through everything you need to know about the mutual fund minor to major status change.
What is the Portfolio Turnover Ratio (PTR) Limit?
Learn what the Portfolio Turnover Ratio means in mutual funds, why it matters for investors, and how to identify if your fund manager is over-trading the market.
