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More on Mutual fund from our Knowledge Center
Market ki Gossip Complicated Hai but Index Funds Simple Hai
How and When to Switch Mutual Funds? Meaning, Process, and Ideal Scenarios 2026
“Switching” is the process of moving your investments from one mutual fund scheme to another. If both schemes belong to the same fund house, you can submit a switch request. Whereas, if they belong to different fund houses, you must redeem your existing investment and then invest the proceeds in the new scheme.
Switching mutual funds is the process of moving your investment from one scheme to another. It is a "sell" order (redemption) in your current fund and a "buy" order (fresh purchase) in the new fund.
Want to learn how to switch between mutual funds? Read this article to understand the mutual fund switch process, its tax implications, and the various situations when investors potentially prefer switching.
Episode 5 | Index Funds Simple Hai, but How? | Tata Mutual Fund
Index Funds Simple Hain but don’t know which one to get started with? This podcast is for you.
Tune in as our Chief Business Officer, Mr. Anand Vardarajan gives a different perspective on investing to our novice Kruti who is confused about where to begin when it comes to investing in Index Funds.
So just attend this crash course on Index Funds and learn about all the types through one consistent example.
The power of compounding
You have a plan for your money, and we've got the funds
that will put your plan into action.
You have a plan for your money, and we've got the funds that will
put your plan into action.
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72 Lac +
Investors as on 31-Oct-25
6 Lac +
SIPs registered as of Q1 FY 25-26
12 %
Annual Rise in Equity + Balanced Funds AUM as of Q1 FY 25-26
52 %
Equity + Balanced Funds % of AUM as on 30-June-2025
72 Lac +
Investors as on 31-Oct-25
6 Lac +
SIPs registered as of Q1 FY 25-26
12 %
Annual Rise in Equity + Balanced Funds AUM as of Q1 FY 25-26
52 %
Equity + Balanced Funds % of AUM as on 30-June-2025












