Guides & insights for everyday investors

Page 4

R
· 11 min

Retirement Mutual Funds vs NPS vs PPF — Which Wins for Indian Salaried Professionals

Retirement mutual funds vs NPS vs PPF — three very different products with overlapping use cases. Here's the comparison Indian professionals actually need before choosing where their retirement corpus goes.

P
Pavan Polineni
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T
· 10 min

Thematic Funds — ESG, Manufacturing, EV — Tested Against the Hype

Thematic funds chase trends — ESG, manufacturing, EV, defence. They sound smart in fund prospectuses. The data on whether they actually outperform is more sobering. Here's what the numbers show.

P
Pavan Polineni
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S
· 10 min

Sector Funds in India — When to Use Them and When to Run

Sector funds bet on a single industry — banking, IT, pharma, FMCG, infrastructure. Returns can be spectacular in sector cycles, brutal outside them. Here's the framework for whether they belong in your portfolio at all.

P
Pavan Polineni
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M
· 9 min

Multi Cap vs Flexi Cap — Which One and Why It Matters

Multi cap and flexi cap funds sound similar but have a critical difference: SEBI mandates 25% each in large/mid/small cap for multi cap, while flexi cap can go anywhere. Here's how to choose the right one for your portfolio.

P
Pavan Polineni
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M
· 9 min

Money Market Funds in India 2026 — The 6-Month Parking Solution

Money market funds invest in instruments under 1-year maturity — T-bills, certificates of deposit, commercial paper. Higher yield than savings, lower volatility than short-duration funds. Here's the use case in 2026.

P
Pavan Polineni
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S
· 9 min

Short Duration vs Ultra Short Duration Funds — Which for 1-3 Year Goals

Short duration and ultra-short duration debt funds look similar but serve different time horizons. Here's the math, the duration ranges, and how to pick the right one for your specific 1-3 year goal.

P
Pavan Polineni
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N
· 11 min

NRI Mutual Fund Investments in India 2026 — The Complete Guide

NRIs can invest in Indian mutual funds — but with different KYC, currency conversion, repatriation rules, and tax implications. Here is the complete 2026 guide for NRIs in Singapore, USA, UAE, UK, and other major markets.

P
Pavan Polineni
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F
· 8 min

Fixed-Income Lumpsum Has Matured — Liquid Fund, Hybrid, or Continue PPF?

Your FD, KVP, NSC, or bond has matured and you have a lumpsum in hand. The wrong parking choice can cost 2–4% in annualised returns. Here's the framework to pick between liquid, hybrid, and PPF based on your horizon.

F
FinPlann Team
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W
· 9 min

What to Do When Your PPF Matures — A ₹50 Lakh Deployment Roadmap

Your PPF matured at ₹50 lakh and now you face a choice: extend for another 5 years, withdraw and redeploy, or a mix. Here's a three-bucket allocation framework that balances liquidity, stability, and growth.

F
FinPlann Team
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