Arun
30 posts by Arun on the WealthTicker blog. Every figure in them comes from the same AMFI, AMC and exchange data the rest of this site shows, dated where it is stated. None of it is investment advice.
Aggressive hybrid vs large-cap funds: the cushion in numbers
02 Oct 2026
In the year to 1 October 2026 the median aggressive hybrid fund lost 1.26% against 4.71% for large-cap funds, with a shallower fall. The full spread.
Fund ReturnsDebt & Hybrid FundsEPF vs NPS: which retirement vehicle suits your goals?
02 Oct 2026
EPF pays a declared rate with near-total tax exemption; NPS is market-linked, cheap and ends in an annuity. How they differ on return, tax and access.
RetirementTax
Money plans for marriage, kids and a first home
02 Oct 2026
Three life events, three different time horizons. How to set up money after marriage, invest for a child, and save a home down payment without the wrong fund.
Personal FinanceInvesting Strategy
How inflation eats your savings
02 Oct 2026
Retail inflation was 4.82% in August 2026. What that does to cash, FDs and liquid funds after tax, and which assets have kept ahead, as of 1 October 2026.
Personal FinanceInvesting Strategy
Large, mid or small cap: where should the next rupee go?
02 Oct 2026
Small-cap funds led on 1, 5 and 10 years to 1 October 2026, with the deepest falls. Large caps trade below their usual P/E. How to weigh the three.
Investing StrategyFund ReturnsMarket ValuationsReal estate vs mutual funds: comparing true returns
02 Oct 2026
A flat's headline price gain hides stamp duty, low rent, upkeep and selling costs. How to compare it fairly with a mutual fund, with worked numbers.
Investing StrategyPersonal Finance
Tax-loss harvesting: legally cut your capital gains tax
02 Oct 2026
243 of 543 active equity funds fell in the year to 1 October 2026. How booking those losses against gains works in India, and the rules that trip people up.
TaxInvesting Strategy
Direct vs regular plans: the 1.16-point equity fee gap
01 Oct 2026
A regular equity plan costs a median 1.16 points a year more than its direct twin, on AMFI's September 2026 data. Over ten years, direct ended 10.2% ahead.
Costs & FeesFund ReturnsFlexi-cap fund returns: a 12-point spread over 3 years
01 Oct 2026
The median flexi-cap fund returned 11.22% a year over three years to 30 September 2026. The best made 18.38%, the worst 6.06%. The 1, 3 and 5-year spread.
Fund Returns
Nifty 50 index funds: tracking error and the cost gap
01 Oct 2026
14 Nifty 50 index funds returned 5.50% to 6.20% a year over five years to 30 September 2026, against an estimated 6.49% for the index. Fees explain the gap.
Fund ReturnsCosts & FeesThe stocks Indian mutual funds own most: August 2026
01 Oct 2026
ICICI Bank sits in 336 of 587 equity schemes, ₹1,64,123 crore in all, on 31 August 2026 disclosures. The most widely held stocks, by count and by value.
Portfolio HoldingsHow much the six largest flexi-cap funds overlap
01 Oct 2026
On 31 August 2026 the six largest flexi-cap funds overlapped by 21% to 40% in pairs. HDFC and Kotak Flexi Cap were closest; Parag Parikh stood furthest apart.
Portfolio HoldingsValue and contra funds vs flexi caps: the 5-year edge
01 Oct 2026
Over five years to 30 September 2026 the median value fund returned 12.29% a year and the median flexi-cap 10.11%. Over one year the order flipped.
Fund Returns
NSE's government bond indices in 2026: up 2.18%
25 Sep 2026
NSE's composite G-sec index returned 2.18% from 31 December 2025 to 18 September 2026, after a low on 2 April and a high on 14 August. Gilt funds kept pace.
Debt & Hybrid Funds
The rupee in 2026: down against every major currency
10 Sep 2026
From 31 December 2025 to 9 September 2026 the rupee fell 5.33% against the dollar, 4.36% against the euro and 12.21% against the Australian dollar.
Market RecapEqual weight vs the Nifty 50: the gap in 2026
28 Aug 2026
The NIFTY50 Equal Weight index is down 1.04% in 2026 to 27 August, the Nifty 50 down 7.80%. Equal weight has led each year since 2020; its P/E is now higher.
Market ValuationsFund ReturnsFlexi-cap fund returns: 10 funds at record highs
13 Aug 2026
On 12 August 2026, 10 of 44 flexi-cap funds were at record NAVs and the median had gained 8.66% since 15 April. Their 1 to 10-year spread against the Nifty 500.
Fund Returns
FII vs DII in July 2026: the lightest selling this year
04 Aug 2026
FIIs sold a net ₹5,779 crore in July 2026, the smallest monthly sale of the year, and bought on 10 of 23 sessions. DIIs bought ₹35,099 crore.
FII & DII Flows
Infrastructure fund returns in July 2026 vs the index
17 Jul 2026
To 16 July 2026 the median infrastructure fund returned 20.13% a year over three years and 20.92% over five, beating the Nifty Infrastructure in both.
SectorsFund Returns
Equity fund scorecard, June 2026: a flat first half
06 Jul 2026
The median equity fund ended the first half of 2026 down 0.14%, but small caps were up 10.32% and large caps down 4.84%. June, first-half and 1-5 year medians.
Fund Returns