Mutual Fund Dividends: When and how to use them from April 2020
With mutual fund dividends being taxed as per slab rate from 1st April 2020, we discuss when and how to use them
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Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
Huge difference in SIP returns from the same fund! How is it possible?
We explain how SIPs just months or even weeks apart can differ in returns significantly and what this means to the SIP investor
Continue reading →48% increase in expense ratio of Birla Reg Savings Fund! Time for SEBI to act?
Birla AMC has announced an increase in the expense ratio (TER) of six mutual funds. The TER of Aditya Birla Sun Life Regular Savings Fund has gone up 48%! Why it is time for SEBI to step in
Continue reading →These 8 Aggressive Hybrid Funds Outperformed a Hybrid Index Consistently
Have actively managed aggressive hybrid funds managed to beat a hybrid index? This is a performance comparison with CRISIL Hybrid 35+65 –
Aggressive Index
Individuals to pay Tax on Dividends from Shares and Mutual Funds!
We need to pay Tax on Dividends from Shares and Mutual Funds as per slab from 1st April 2020
Continue reading →Only 6 Midcap Mutual Funds beat Nifty Midcap 150 in the last 5 years
A look at how midcap funds performed in comparison to this index in the last 1,2,3,4 and 5 years. Is it time to consider passive investing options in the midcap space?
Continue reading →Did you know these 5 rules that apply only to ELSS Mutual Funds?
Here are five interesting rules and lesser-known facts that apply only to ELSS (tax saving) mutual funds!
Continue reading →Ten year Nifty SIP returns have reduced by almost 50%
Ten-year NIfty SIP Returns have decreased by almost 50% over the years and 15-year Nifty SIP returns have decreased by 25%. Why investors need to redefine their expectations from equity in the future
Continue reading →These 8 Aggressive Hybrid Funds beat the Nifty in 2019 with lower risk!
We analyse the performance of aggressive hybrid funds in 2019 in terms of risk and reward with various benchmarks and found eight funds that beat the Nifty with lower risk!
Continue reading →Why SEBI imposed Rs 5 lakh penalty on ICICI Mutual Fund
Why SEBI imposed a fine of Rs. five lakh on ICIC Mutual Fund and its trust. Were there two violations or three? An explanation of what went wrong
Continue reading →These mutual funds outperformed their benchmark in 2019
Out of a total of 290 mutual funds across 13 categories, only these 103 funds managed to beat benchmarks in 2019!
Continue reading →These 48 mutual funds outperformed the Nifty in 2019!
Here is a list of 48 funds across 13 categories that bet the Nifty 50 in 2019
Continue reading →Bharat Bond ETF FAQ: Is it worth buying? Are there better alternatives?
Bharat Bond ETF opens for subscription between 12-20th Dec 2019. Is this the answer to credit risk problems in debt mutual funds? Is it worth buying? Are there better alternatives?
Continue reading →Axis Nifty 100 Index Fund Impressive AUM but is it expensive?
Axis Nifty 100 Index Fund has a Total Expense Ratio of 0.16% for the direct plan with 436 Crores in AUM. Is this too expensive? Is it worth shifting from a Nifty 50 index fund to Axis Nifty 100? Let us find out
Continue reading →Is it time for performance linked expense ratios in mutual funds?
With so many mutual funds failing to beat the benchmark over the last 3,5,7 years, it is time for SEBI to come up with performance-linked expense ratios. A discussion.
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