12. The Debt funds (Part 2)
12.1 – Overnight Fund We are in living in strange times, as I write this, the market is down nearly 30% from its peak. I’ve...
11. The Debt funds (Part 1)
11.1 – The origins of debt Over the next couple of chapters, we will cover the basics of debt mutual funds. As you may recollect...
10. Equity Scheme (Part 2)
10.1 – Multicap funds We discussed the equity scheme and a few of its subcategories in the previous chapter. We will take that discussion forward...
9. The Equity scheme (Part 1)
9.1 – October 2017 The previous chapter hopefully has given you some insights into reading a mutual fund factsheet. The factsheet lists some of the...
8. The mutual fund fact-sheet
8.1 – The Mutual Fund world In the previous chapter, we set up a hypothetical situation that helped us understand the concept of a fund...
7. Concept of fund & NAV
7.1 – The Family pot I hope the previous chapter helped you understand the structure of a Mutual Fund company. Although not essential, I believe...
6. Introduction to Mutual Funds
6.1 – Flashback The retirement problem chapter has laid down a learning path to understand personal finance. We know now that to build a retirement...
5. The retirement problem (Part 2)
5.1 – Assumptions We are at an exciting point now. The previous chapter helped us estimate (roughly) the corpus required for one to retire comfortably,...
4. The retirement problem (Part 1)
4.1 – Defining the problem If you think about it, success in personal finance boils down to three things – Your ability to see through...
3. Personal Finance Math (Part 2)
3.1 – Money today versus money tomorrow For a moment, assume a friend of yours is in a very generous mood and he gives you...