Recently, SEBI came out with a consultation paper reviewing the Total Expense Ratio charged by AMCs and the need to rationalize them. You can check the detailed paper here on SEBI website. But there was one interesting insight in the…
Category: Mutual Funds
New NSE REITs & InvITs Index – Should You Invest (2025)?
NSE has announced the launch of India’s first ever index focused on REITs and InvITs. The name of the index is NSE REITs & InvITs Index. This new index will track the performance of REITs and InvITs that are publicly…
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Should I Switch to Hybrid Funds from Debt Funds to avoid Increased Taxation?
Indian investors were shocked to see the surprise announcement by the government recently, to remove LTCG indexation taxation in debt fund from FY2023-24. Now all the gains in debt funds are taxed as per the investor’s income tax slab. The…
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Debt Funds Taxation Change from 1st April 2023 (FY2023-24)
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…
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Get Money Faster on Selling Equity Funds. MF move to T+2 Cycle.
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…
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Why Debt funds returns will Improve Soon?
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.
Active Largecap funds Vs Passive Index Funds in 2022
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…
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Equity Fund 2022 Returns (All Equity Funds)
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…
List of Target Maturity Fund (Debt Index Funds/ETFs) in India (2023)
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…
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India’s 1st Passive Tax-Saver ELSS Index Fund Launched. But Don’t Rush to Invest
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…
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Nifty At All-Time-High. How much % is NAV of MFs below All-Time-Highs?
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…
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What is Two Factor Authentication (2FA) for MF Redemption (SEBI Circular 2022)?
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…
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How are International Funds taxed in India (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…
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International Funds to Allow investments Again. But NOT for Long.
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…
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How much NAV of Equity funds have fallen vs 52 Week High NAVs?
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?