Blogs & Articles
Insights, tips, and stories to help you make smarter financial choices, stay updated with Stashfin's latest news and ideas.
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.
What is an "Internal Rate of Return" (IRR) in SIP?
When you invest through a Systematic Investment Plan, measuring your actual returns accurately is just as important as investing regularly. Understanding the difference between IRR and XIRR helps you see the true picture of your SIP performance.
Mutual Fund "Tax-Harvesting" Bots: A 2026 Review
Automated tax-loss harvesting tools are reshaping how mutual fund investors manage their tax liability. This review explores what these bots do, how they work, and whether they can genuinely help you save on taxes every financial year.
Best Sectoral Debt Funds: Public Sector Undertakings (PSU)
PSU debt funds invest in bonds issued by government-owned companies, offering one of the highest safety profiles in the Indian debt mutual fund universe. Explore what makes these funds a preferred choice for conservative investors.
The 50% Portfolio Overlap Audit: Step-by-Step
Holding multiple mutual funds does not always mean you are diversified. If your funds own many of the same stocks, you may be paying double management fees for nearly identical exposure. This step-by-step guide shows you how to run a portfolio overlap audit and build a genuinely diversified mutual fund portfolio.
Understanding the "Standard Deviation" of a Mutual Fund
Standard deviation is one of the most widely used measures of risk in mutual fund investing. It tells you how much a fund's returns have varied around its average over a given period, helping investors understand the degree of volatility they might expect.
