A good chunk of aum resides in the dividend options of balanced advantage funds. What should they do now that dividends are taxed as per slab? A discussion.

It may seem surprising to realize that it is simply impossible to expect any returns from unmanaged equity investments (invest and wait in hope). Here are some practical ways for investors to overcome this problem.

With mutual fund dividends being taxed as per slab rate from 1st April 2020, we discuss when and how to use them

We explain how SIPs just months or even weeks apart can differ in returns significantly and what this means to the SIP investor

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

Have actively managed aggressive hybrid funds managed to beat a hybrid index? This is a performance comparison with CRISIL Hybrid 35+65 –
Aggressive Index

We need to pay Tax on Dividends from Shares and Mutual Funds as per slab from 1st April 2020

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?

Here are five interesting rules and lesser-known facts that apply only to ELSS (tax saving) mutual funds!

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

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!

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

Out of a total of 290 mutual funds across 13 categories, only these 103 funds managed to beat benchmarks in 2019!

Here is a list of 48 funds across 13 categories that bet the Nifty 50 in 2019