Budget 2019 brought some clarification on how the amounts received by an investor in segregated mutual fund units (also called side-pocketed units) need to be taxed
The Securities Exchange Bord of India (SEBI) recently came up with a circular that requires AMCs to list schemes that are being wound up. This
For a long-term investor, is an ETF a better or poorer option compared to index funds? Which is more expensive in the long term? Can one replace your recommendations of index funds (or FoF, like Motilal Oswal Nasdaq 100 FoF) with the corresponding ETF? It’s a little confusing because your Prime Funds and some of your portfolios recommend ICICI Prudential Nifty Next 50 Index fund, but ICICI Prudential Nifty Next 50 ETF is not recommended in Prime ETFs or portfolios. Shouldn’t the performance be same? And what is the impact of tracking error on investor returns?
We are starting a new series of posts today. We plan to take REAL questions from customers and publish the question and our answer to it here for everyone’s benefit. We will choose only such questions where the answer would have a wide applicability. Nevertheless, please note that not every question and answer may apply to your specific situation. Caveat Emptor.
In a mutual fund, you make returns in two ways. How are mutual funds taxed for each of these ways? It depends on the nature of return.
Mutual fund categories – There is no dearth to the number of schemes that each mutual fund comes out with. In order to bring in uniformity and facilitate easier comprehension for investors, SEBI has designed categories for mutual fund schemes, along with broad guidelines for each.
SIP returns are seemingly not up to par in the past several months. Are you better off investing lump sums instead? Not necessarily. To know
Cost inflation index benefit makes the post-tax return of debt funds far superior to fixed deposits. Please note that debt fund taxation has undergone a
It is necessary for every woman, as it is for all folks, to take control of their money. Here are a few things that every woman would do well to remember when it comes to money and personal finance.
It’s always a good time to invest! So ask not the question. Instead, here’s what you should ask – “Where should I invest?” This will answer your timing question, indirectly. But here’s why we say it’s always the right time to invest.
Debt mutual funds are claiming the headlines with alarming regularity ever since IL&FS defaulted on its debt payments in September 2018. All this has brought to light certain truths about debt funds, which you should know before investing.
Most of us want to save taxes but end up making poor decisions on your investments while you do so. A few simple tips will ensure you don’t have to compromise on investing well, to save taxes.
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