Blogs & Articles
Insights, tips, and stories to help you make smarter financial choices, stay updated with Stashfin's latest news and ideas.
What is an "Overlay" Strategy in Multi-Asset Funds?
An overlay strategy in multi-asset funds uses derivatives to manage risk and protect a portfolio without disrupting its core holdings. Learn how this approach works and why it matters for informed investors.
Best Mutual Funds for Funding a Philanthropic Foundation
Learn how to save for charity with mutual funds and build a perpetual corpus that sustains your philanthropic foundation for generations to come.
Understanding the "AUM-to-Market Cap" Ratio
When evaluating mutual funds, most investors focus on past returns or expense ratios. But there is another lens worth understanding — the relationship between a fund's Assets Under Management and the market capitalisation of the stocks it invests in. This ratio can reveal whether a fund has grown too large to operate efficiently within its stated investment universe.
Understanding "Concentrated Value" Investing
Concentrated value investing is a strategy where fund managers deliberately limit their portfolio to a smaller number of carefully chosen stocks. This approach is built on the belief that genuine conviction, deep research, and patience can unlock meaningful wealth creation over time.
Impact of National Debt-to-GDP Ratio on Gilt Funds
The relationship between a country's debt-to-GDP ratio and the performance of gilt funds is a foundational concept for investors exploring sovereign debt instruments. Understanding this macroeconomic link can help you make more informed decisions when considering gilt fund investments through platforms like Stashfin.
Best Mutual Funds for Diversifying a Direct Equity Portfolio
If you already invest in individual stocks, mutual funds can help you access markets and sectors that are difficult to enter on your own. Discover how the right funds can complement your direct equity holdings.
