The taxation of debt mutual funds will change from 1st April 2023. Here is how your debt fund capital gains will be taxed from 1st April 2023: If the Mutual Fund holds less than or equal to 35% of Indian…
Read More Debt Funds Taxation Change from 1st April 2023 (FY2023-24)
AMFI has announced that all AMCs or mutual funds will now move to T+2 redemption payment cycle for equity funds. What this means is that going forward, under the T+2 redemption cycle, the money from redemption will be credited to…
Read More Get Money Faster on Selling Equity Funds. MF move to T+2 Cycle.
The last 2 years have not been good for debt fund investors. Returns of almost all debt fund categories (except one) have been low. But this will change, pretty soon.
How have the active largecap funds done compared to their passive counterparts, passive largecap index funds in 2022? Have a look at the data below. And just have a look at the large share of passive index funds in the…
Read More Active Largecap funds Vs Passive Index Funds in 2022
Here is a listing of all equity funds that are at least 1 year old. The list is sorted on the basis of 2022 returns. Have a look. Or you can search for the funds that you have in portfolio…
There is a sudden interest in target Maturity Funds in India. So here is an updated list of Target Maturity or Debt Index Funds available in India in 2023 Updated list of Target Maturity or Debt Index Funds available in…
Read More List of Target Maturity Fund (Debt Index Funds/ETFs) in India (2023)
After SEBI allowed the launch of passive (index-based) tax-saving ELSS funds, finally an AMC, IIFL has decided to launch India’s first tax-saver index fund. The fund - IIFL ELSS Nifty 50 Tax Saver Index Fund, as the name suggests tracks…
Read More India’s 1st Passive Tax-Saver ELSS Index Fund Launched. But Don’t Rush to Invest
Indian stock markets are at new All-TIme-Highs. Unlike other markets which are down a lot this year (till now). So when markets are making new highs, many people feel that even their mutual funds should also make new highs in…
Read More Nifty At All-Time-High. How much % is NAV of MFs below All-Time-Highs?
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 (2023). 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 2023)
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 (2023)? That is, what is…
Read More How much is Mutual Fund Distributors Commission Income (2023)?
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?
