If you invest in mutual funds online, then you need to know this. Because, if you don’t get this done, then many of your mutual fund transactions like redemptions, STP, SWP, etc. will stop working from July 2022 onwards. Don’t…
Read More What is Two Factor Authentication (2FA) for MF Redemption (SEBI Circular 2022)?
Even though international funds invest in stocks (equities) outside India, for taxation purposes, the capital gains in international funds are taxed similar to debt fund taxation in India. That is, investments held for less than 3 years are classified as…
Read More How are International Funds taxed in India (2022)?
A few months back (February 2022), the Indian mutual funds had to stop international investments as the MF industry had reached its RBI/SEBI specified limit of $7 billion available to invest in international direct stocks. The international funds had stopped…
Read More International Funds to Allow investments Again. But NOT for Long.
The value of mutual fund investments are falling as stock markets are correcting. I wrote about what to do with falling mutual fund investments recently. In this post, let's see how the fall in NAV compares with the 52-week high…
Read More How much NAV of Equity funds have fallen vs 52 Week High NAVs?
I was recently doing a mutual fund expense ratio comparison for direct and regular plans (2022). This was to see which are the Highest expense ratio mutual funds in India as well as the to see the list of funds…
Read More Mutual Fund Expense Ratio List Comparing Direct Vs Regular Plans (Updated 2022)
When you invest in regular plans of mutual funds, then you pay a commission to your mutual fund agent (or distributor). But do you know how much Mutual Fund Distributors earn in Commissions in India (2022)? That is, what is…
Read More How much is Mutual Fund Distributors Commission Income (2022)?
Recently, my views on How to deal with mutual fund portfolio overlap were published on Morningstar (India). Here is the link to the original article with the same title: How to Deal with Portfolio Overlap?
Do you know which are the Top 30 Cities as per AMFI in 2022, i.e. what is the List of T30 Cities? Do you know which are the B30 or Beyond 30 Cities as per AMFI in 2022, i.e. what…
Read More List of Top 30 (T30) and Beyond 30 (B30) Cities as Per AMFI (2022)
Which is the best mutual fund to invest in for 10 years? If you are looking for answers to this or a similar question, then read on Given the high number of mutual fund schemes in India, it is natural…
Is NAV different for Regular and Direct plans of the same mutual fund scheme? The answer is Yes, it is. And the Direct plan NAV will always be higher than Regular plan NAV. It has to be. And the reason…
No. Please don’t worry about this too much. This is temporary. If you have been investing in international funds, you would have heard the news about the curbs on international funds stopping them from investing abroad. Update - The international…
Read More Restrictions on International Funds (RBI SEBI Limit 2022) – Should you Worry?
Indian investors looking to invest in international funds focused on US markets are often faced with a dilemma. And the dilemma is about picking between Nasdaq 100 index Vs S&P 500 index when looking for international funds. So what is the…
Read More Choosing between Nasdaq 100 Vs S&P 500 for international mutual funds
Many people compare Arbitrage Funds with Liquid Funds while picking funds to park money for the short term. But given the differences in arbitrage funds Vs liquid funds, does it make sense to compare the two? Let’s discuss Arbitrage Vs…
Read More Arbitrage fund Vs Liquid Funds (2022): Which alternative is better?
Year 2021 has given great returns to investors. While the index returns are always discussed and debated, the actual returns that you get will depend on the funds you are holding and the weightage to each fund. For reference, here…
Recently, my views on Should you invest in Credit Risk Funds at this juncture? were published on Morningstar (India). So if you are invested or planning to invest in Credit Risk Funds, then you might like to read Should you invest…
Read More (Quoted in Morningstar) Should you invest in Credit Risk Funds now?
