Category: Mutual Fund Basics
Fundamentals and key attributes of Mutual Funds as well as the industry at large
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
Why SIP when markets are going higher
January 29, 2018Systematic Investment Plan (SIP) enables you to buy mutual fund units periodically. Rupee-cost averaging is one of the widely known benefits of a SIP. Instead of buying 10 units at…Continue Reading
FundsIndia Explains: What it means to own equity funds
January 15, 2018Have you ever wondered why equity is universally acknowledged as an asset that delivers superior returns over other asset classes such as debt or gold in the long term? The…Continue Reading
FundsIndia Explains: Why shorter period returns may be higher
January 8, 2018You may often notice that 1-year returns of funds are higher than 3-year returns for some funds. Very often, the 3-year returns may also be higher than the 5-year returns.…Continue Reading
Avoid these top three investment mistakes in 2018
January 1, 2018Irrational decisions can get accentuated when markets too act quirky. As your advisors we observed that many of you, especially those who entered mutual funds in the past 18 months,…Continue Reading
When to redeem funds and when not to
December 18, 2017A lot of deliberation goes into investment decisions. When to invest, what funds to invest in, how to go about investing in them and a number of other factors are…Continue Reading
Reading between the past returns of mutual funds
December 4, 2017‘Past returns are not indicative of future returns’ is a disclaimer you would have come across often. The reason why past returns cannot be taken as a yardstick is because…Continue Reading
FundsIndia Explains: Role of Inflation in Financial Planning
November 27, 2017If you have ever spoken to a financial advisor, they might have asked you about your financial goals. Thinking of your investments in terms of goals requires you to estimate…Continue Reading
FundsIndia explains: Contingency fund and its importance
November 20, 2017Your EMI is well within your capacity, you have no difficulty in meeting recurring expenses, and you even have a monthly surplus that you’re investing. Isn’t that a great position…Continue Reading
FundsIndia Explains: What is an STP?
November 13, 2017As the market touches new heights every week, people are rushing to put their money into mutual funds. It is important to sound a note of caution here. If you…Continue Reading
