Understanding SEBI’s new fund categories
June 4, 2018In a move to make choices for investors simpler, SEBI came out with categories with defined criteria. This means that funds within a category will henceforth be mandated to stick…Continue Reading
How long should you run your SIP?
May 14, 2018Last week I was talking to a friend from another profession. He wanted some financial advice from me. I asked him all the usual questions an advisor would ask to…Continue Reading
FundsIndia Explains: What is Risk
April 23, 2018In the context of any investment product and specifically mutual funds, we often use the term ‘risk’. Risk acquires different meanings to different people. They also assign such meaning differently…Continue Reading
Changes to FundsIndia’s Select Funds
April 20, 2018These are changing times for mutual funds. In October 2017, SEBI came up with two important rules: one, it defined the categories of funds AMCs are allowed to hold and…Continue Reading
“Consumption is relatively less risky in uncertain times”
April 16, 2018The consumption sector has been consistently delivering on the earnings growth front. With the growth drivers for the consumption theme already visible, it is relatively less risky in the times…Continue Reading
FundsIndia Explains: Change in fundamental attributes of a fund
March 5, 2018SEBI’s mandate to categorise funds into specific buckets has resulted in a number of AMCs coming out with changes in their funds. With a wave of changes coming in, you…Continue Reading
FundsIndia Explains: Rebalancing a Mutual Fund Portfolio
February 12, 2018When you start to invest in Mutual Funds, you build a diversified, asset-allocated portfolio. This allocation is based on your goal timeline, your risk appetite, and other factors. That is,…Continue Reading
New tax structure of mutual funds
February 5, 2018The Union Budget 2018 has changed taxation rules for equity-oriented mutual funds. Taxation of all other funds (debt funds, debt-oriented hybrid, gold, international, fund-of-funds) remains the same as before. Here’s…Continue Reading
Budget 2018 leaves little for markets to focus on
February 2, 2018One of the signs of a maturing economy is that the Nation’s budget becomes just a year-end accounting and budgeting job. While India may not be there yet, that there…Continue Reading
The impact of Budget 2018 on your investments
February 2, 2018The Budget 2018 proposal does not seek to leave more money in your hands. But by not pleasing you much, it has sought to keep its fiscal situation from deteriorating…Continue Reading