Funds, AMCs & Collective Investments

  1. F2

    NAV and Units

    The price. How it is struck each day, and which day's price an order gets.

    • 01

      Net Asset Value and Units: Work the Arithmetic

      Calculate
  2. F3

    Fund Transactions

    What an investor actually does. Subscribe, switch, redeem, and the systematic plans.

    • 01

      Fund Transaction Calculator: Rupees, Units and Load

      Calculate
  3. F6

    Active and Passive Funds

    The structural choice. Tracking, creation units and what passive actually delivers.

    • 01

      Tracking Difference: The Gap, and What Is Inside It

      Calculate
  4. F7

    Fund Performance Context

    Reading a return honestly. The measures, the benchmark, and what each assumes.

    • 01

      Return Measures for a Fund: Compute Them Side by Side

      Calculate
  5. F10

    Fund Operations

    What happens between order and statement. The RTA, valuation, accounting, reconciliation.

    • 01

      Unit Allotment: Turning an Amount Into a Number of Units

      Calculate