Recently, the mutual fund space saw two new entrants. One was Groww that acquired Indiabulls AMC’s portfolio while the other was NJ India, a pan-India distributor that is now entering into AMC space itself after selling MFs for years. And…
Read More New Mutual Fund AMCs coming. Should you rush to invest in their Schemes?
Some popular index funds in India, namely HDFC Index Fund-NIFTY 50, HDFC Index Fund-Sensex Plan and UTI Nifty Index Fund have decided to raise the expense ratios Increasing or decreasing of expense ratio is a common event in the mutual…
Read More Index Funds raising Expense Ratio. What should index fund investors do?
If you invest Rs 1.5 lakh in tax-saver ELSS funds in a financial year, chances are that you will not get the full tax benefit on the invested amount of Rs 1.5 lakh. Why so? It is because from July…
Read More Rs 1.5 lakh (+ Rs 500 more) required to get full Rs 1.5 lakh ELSS tax benefit
Many mutual fund investors invest a lumpsum amount to take benefit of sudden and sharp market movements. And they want to get the same day’s NAV when they invest. But this isn’t as easy as it might seem now. As…
Few days back, I came across a tweet (link) that highlighted the number of mutual fund schemes that are available for Indian investors. The answer is 1729! Yes. This is the number of schemes that you as a mutual fund…
Read More 1729 Mutual Fund Schemes: Which is suitable for you?
For Index funds, is Sensex better than Nifty? Or Nifty is better than Sensex for index funds in India? Let's discuss this in a bit more detail here. Nifty and Sensex represent the most popular and widely tracked Indian stock…
Read More Sensex Vs. Nifty: Difference & which to choose for passive Index Funds (2025)?
There are several international funds available in India via different AMCs. As the name suggests, these International funds are primarily equity funds that invest in stocks of foreign companies listed outside of India. These are also known as Overseas Funds…
Read More List of International Funds in India (Updated 2025)
SIP or Systematic Investment Plan allows investors to invest a fixed amount on a fixed date in a mutual fund. But what if in a month or two, you miss your SIP installment? Would there be any penalty for missing…
Do you know which are the Shariah Compliant Mutual Funds in India? Shariah-compliant mutual funds are mutual funds in India that adhere to a socially responsible form of investing and abide by the Shariah law of Islam. Shariah Mutual Funds…
Read More Which are Shariah Compliant Mutual Funds in India (2025)?
SEBI has revamped the mutual fund Risk-O-Meter (or Riskometer) via a new circular in October 2020 (link or download here). This time, the regulator has provided detailed guidelines for deciding the place of each mutual fund scheme on the Riskometer.…
In India, taxation of arbitrage funds helps investors immensely. The Arbitrage funds are treated in part with equity funds for taxation purposes. That is, if you hold the funds for less than a year, you pay 15% short-term capital gains…
If you are looking for a complete list of Index Funds in India (2023), then here it is. You will find a listing of all the major index funds tracking Indian indexes like Nifty 50, Nifty Next 50, Sensex, etc.…
I got a mail from a reader. He wanted to know whether it made sense to take the loan moratorium but continue his SIP. Or should he stop the SIP? No doubt the current situation has reduced many people’s ability…
Read More Pause SIP before Stopping. But pay EMIs first & avoid Moratorium.
About 2+ years back, SEBI did what was long required. It undertook a massive and comprehensive relook at the Indian mutual fund space. And as a result, a big Categorization & Rationalization of Mutual Funds was carried out in 2018,…
When you board a flight, generally the thoughts about turbulence aren’t on mind. But when your flight does pass through turbulent weather, then you feel stressed. And rightly so. I am also 100% sure that at some point during the…
Read More Debt Funds: How to Think Correctly ‘First’ – [Important]
