Blogs & Articles
Insights, tips, and stories to help you make smarter financial choices, stay updated with Stashfin's latest news and ideas.
The "Naked Derivative" Risk in SIFs
Specialised Investment Funds allow a degree of unhedged derivative exposure that can amplify both gains and losses. Understanding what this means for your portfolio's drawdown risk is essential before you invest.
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.
Mutual Fund SIP vs. Gold SIP: A 20-Year Comparison
Choosing between a SIP in gold vs mutual fund is a question many Indian investors face. This article examines both options across a 20-year horizon to help you understand how each asset class behaves over time and what factors matter most when building long-term wealth.
What is a "Multi-Cap" Fund Rebalancing Date?
A multi-cap fund rebalancing date is the regulatory deadline by which fund managers must adjust their portfolio allocations to stay compliant with the category mandate set by the market regulator. Understanding this concept helps investors make more informed decisions about how their money is managed.
Best Low-Duration Funds for Quarterly Tax Payments
If you are a business owner or a self-employed professional, planning ahead for advance tax deadlines is essential. Low-duration mutual funds can be a smart way to park money for income tax obligations while keeping your capital relatively stable and accessible.
Mutual Fund "Capital Gains Statement" for Income Tax
When tax season arrives, one document every mutual fund investor needs is the capital gains statement. This guide explains what it is, why it matters for income tax filing, and how you can download it with ease.
