Who should invest in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund

In this article, we profile the Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Edelweiss Short Duration Index Fund for short) and discuss who should invest in it. Edelweiss Short Duration Index Fund is an open-ended debt Index Fund investing in the constituents of CRISIL IBX 50:50 Gilt Plus SDL Short Duration…

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Nifty vs Nifty Next 50 vs Nifty Midcap 150 vs Nifty Smallcap 250: Return Comparison April 2024

We compare the rolling returns of Nifty 50, Nifty Next 50, Nifty Midcap 150 and Nifty Smallcap 250. We publish this comparison from time to time. This is the April 2024 edition. Returns for a financial instrument that fluctuates can be calculated in two ways: Point-to-point returns: The effective annual compounded growth rate (CAGR) is…

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Parag Parikh Dynamic Asset Allocation Fund vs Parag Parikh Conservative Hybrid Fund

We compare the portfolios of Parag Parikh Dynamic Asset Allocation Fund (PPDAAF) and Parag Parikh Conservative Hybrid Fund (PPCHF) to appreciate when each fund can be used. As noted earlier – Parag Parikh Dynamic Asset Allocation Fund: Who should invest? – the AMC wishes to maintain a debt-oriented allocation, making PPDAAF more tax-efficient than the PPCHF….

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Parag Parikh Dynamic Asset Allocation Fund: Who should invest?

Parag Parikh, Dynamic Asset Allocation Fund, is an open-ended dynamic asset allocation fund launching on Feb 20th. We discuss who can consider investing in the fund. According to the scheme flyer, “The fund will predominantly invest in debt instruments and endeavour to maintain equity allocation between 35% and 65%* (some of it will be hedged…

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Nifty vs Nifty Next 50 vs Nifty Midcap 150 vs Nifty Smallcap 250

We compare the rolling returns of Nifty 50, Nifty Next 50, Nifty Midcap 150 and Nifty Smallcap 250. Returns for a financial instrument that fluctuates can be calculated in two ways: Point-to-point returns: The effective annual compounded growth rate (CAGR) is calculated between two dates. You can calculate CAGR for your mutual fund and compare…

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Can I invest in Edelweiss Multi Asset Allocation Fund for higher tax benefit?

A reader wishes to know if he can invest in the newly launched Edelweiss Multi Asset Allocation Fund as its taxation is lower than debt funds—a discussion. Edelweiss Multi Asset Allocation Fund is an open-ended scheme investing in Equity, Debt, Commodities and units of REITs & InvITs.  The typical asset allocation strategy is: 35-40% Equity Arbitrage. …

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