Learn about mutual funds
Short, neutral guides. No product recommendations.
What is a SIP? A simple guide for beginners
What a Systematic Investment Plan is, how it works, its benefits and its risks, explained in plain language.
SIP vs lumpsum: how to think about the choice
A neutral comparison of investing monthly through a SIP and investing a one-time lumpsum.
What is XIRR? Returns when money goes in at different dates
XIRR explained: the annualised return that accounts for the dates of every investment and withdrawal, and how it differs from CAGR.
How to read a CAS (Consolidated Account Statement)
What a mutual fund CAS contains, the difference between CAMS, KFintech and depository statements, and what to check first.
Types of mutual funds in India
The main categories of mutual funds in India as classified by SEBI, and the risk-o-meter, explained simply.
Are you a mutual fund distributor?
Nave Marg Financial Game Zone is free for distributors: live money games for client events, portfolio review from CAS or Excel, AI-built calculators and a goal planner.
Get free access Watch tutorialsFor illustration only. Assumed returns are not guaranteed and actual results will differ. Not investment advice. Mutual fund investments are subject to market risks, read all scheme related documents carefully.