Guide

AMFI: mutual fund investor resources

AMFI Free Beginner India

The mutual fund industry body investor corner: fund basics, NAVs, and how SIPs work, straight from the source.

Open on amfiindia.com ↗

Curated reading that points you to the sources, not personalised investment advice.

It answers 12 questions

  1. Are PPF and NPS worth it for a founder?
  2. What is a debt fund, and when should I use one?
  3. My startup income is lumpy. How do I keep a SIP going?
  4. How is the interest on my FDs and debt funds taxed in India?
  5. Should I pick a direct plan or a regular plan mutual fund?
  6. Are Sovereign Gold Bonds a safe way to hold part of my savings?
  7. The market crashed and my SIP is deep in the red. Should I stop?
  8. Should I lock money in PPF when I might need it for the startup?
  9. How are my index fund gains taxed when I sell, and does each SIP count separately?
  10. How much of my money should sit in safe fixed income versus everything else?
  11. I just got a payout. Lump sum now, or spread it into a SIP?
  12. Should I put my 80C tax-saving money in ELSS or PPF?

Read with it

  1. A no-nonsense, ad-light India personal-finance site: plain math and free calculators for emergency funds, goals, and asset... Freefincal Tool Freefincal: goal-based planning and calculators M. Pattabiraman
  2. The market regulator own free investor-education portal: unbiased basics on investing, mutual funds, and avoiding scams, with... SEBI Guide SEBI Investor Education portal SEBI
  3. A trusted India-first place to compare funds and think about where cash goes once you have some to invest. Value Research Tool Value Research: fund research and planning Value Research
  4. The free, India-first grounding in what to do with cash once you have it: goals, allocation, SIPs, and not losing it to fees. Zerodha Varsity Course Personal Finance Zerodha Varsity
  5. The India-specific detail on how PPF and NPS work: lock ins, returns, and the tax treatment, so you know what you are... ClearTax Article PPF and NPS explained ClearTax
  6. The free, India-first walkthrough of what a mutual fund and an index fund actually are, direct vs regular plans, and how a SIP... Zerodha Varsity Course Mutual Funds Zerodha Varsity
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