In this second part to our review cycle updates, we’re discussing changes we have made in our mutual fund review tool. In this tool, we give our call on funds – buy, sell, or hold. You can use this tool when reviewing your mutual fund portfolio or for funds where you’re curious about what we […]
Quarterly review – Changes in buy/ sell/ hold calls in our fund review tool Read More »
It’s the end of our second review cycle, for the April-June 2020 quarter. The updated ratings have now been published. So we’d like to highlight some trends we’re noticing in fund performance, changes in some key fund ratings and why they happened. We’ll be discussing only those categories/funds which need a mention in terms of
Quarterly review – Which fund ratings have changed in Prime Ratings? Read More »
Our video on this first. If you want to read the Q&A go down. Why this sudden charge of Stamp duty? The stamp duty charge is due to an amendment in The Indian Stamp Act,1899 by Finance Act 2019. It requires collection of stamp duty on all securities market instruments, including mutual funds. It was
Stamp duty on your mutual fund purchases: does it impact you? Read More »
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
Prime Q&A: How are segregated mutual fund units taxed? Read More »
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.
How are mutual funds taxed? Read More »
At PrimeInvestor, we love mutual funds and consider them to be an ideal investment vehicle for regular investors. We have several portfolios and recommendations tailored to mutual fund investors.
Here are the key lessons from studying the performance of equity funds in 2019.
How did equity funds perform in 2019? Read More »
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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 whether lump-sums or SIPs are better, you need to understand how the two modes of investment work. Lump sums for very long periods work very well if – one, there
Are you really better off investing lump sums? Read More »
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