GFS » Research & learning
Research & learning
Reports from the desk, views on the news, and the concepts behind the numbers.
Showing 12 of 227 articles
Learning20 Aug 2026
Mutual Fund NAV vs AUM: How to Read Two Different Labels Without Treating Either as a Verdict
A document-literacy guide to separating mutual fund NAV from assets under management, preserving dates and labels, and avoiding unsupported comparisons.
7 min readRead →
Learning20 Aug 2026
Online Mutual Fund Investment in India: A Complete Beginner-to-Confident Guide
Learn how online mutual fund investment works in India — fund types, SIPs, KYC steps, taxation, and SEBI rules, explained simply for confident investing.
10 min readRead →
Learning19 Aug 2026
Mutual Fund SIP Debit-to-Statement Record Map: How to Match the Records Without Guessing
A document-first method to organise a mutual fund SIP bank debit, acknowledgement and later statement entry without inferring a transaction outcome.
6 min readRead →
Learning19 Aug 2026
How to Read a Mutual Fund Switch Transaction Statement: Two Legs, Two NAV Dates and One Record Check
A document-first guide to reading a mutual fund switch as a switch-out and switch-in, checking scheme labels, NAV dates, units, exit load and tax records without treating it as a performance
7 min readRead →
Learning19 Aug 2026
When a Mutual Fund Purchase Payment Comes From Another Account: A Record-First Check
An educational guide to separating holder, bank, payment and transaction records when a mutual fund purchase payment comes from an account not plainly matching the folio record.
7 min readRead →
Learning18 Aug 2026
ELSS Lock-in on Your Statement: How to Read Purchase Dates, Units and Release Dates
A document-literacy guide to reading an ELSS mutual fund statement: identify each purchase lot, its date and units, and separate the three-year lock-in record from tax and transaction questi
7 min readRead →
Learning18 Aug 2026
Mutual Fund Cut-off Record Timeline: How to Read Request, Receipt and NAV Dates
A document-first guide to separating a mutual fund request date, acknowledgement time, business-day context and later transaction record without guessing the applicable NAV or outcome.
7 min readRead →
Learning18 Aug 2026
How to Read a Segregated Portfolio Entry in a Mutual Fund Statement
A document-first guide to identifying a segregated portfolio entry, separating it from the main portfolio, and checking the right dated records without drawing conclusions from a single line
8 min readRead →
Learning17 Aug 2026
Mutual Fund Demat and SOA Records: A Household Document Map
A document-first guide for Indian mutual-fund holders who want to distinguish demat and statement-of-account records, keep a household map, and know which official document to check next.
7 min readRead →
Learning17 Aug 2026
How to Read a Mutual Fund’s Objective, Strategy and Asset Allocation Table
A document-first method for separating a mutual fund’s stated objective, its investment strategy and its asset-allocation ranges without turning them into a forecast.
7 min readRead →
Learning17 Aug 2026
Mutual Fund Scheme Merger or Consolidation: A Record Map for Old and New Units
A document-led guide for Indian mutual-fund holders who need to organise records after a scheme merger or consolidation notice, without treating the change as a performance signal or transac
9 min readRead →
Learning14 Aug 2026
How to Read a Mutual Fund Benchmark Change Notice Without Mistaking It for a Return Signal
A document-first guide to identifying what changed in a mutual fund benchmark notice, matching dates and labels, and recording questions before interpreting performance.
7 min readRead →
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