What Is Expense Ratio in Mutual Funds, And How Is It Calculated?
The popular adage, "There is no such thing as a free lunch," holds true even when it comes to investing in mutual funds. To run a mutual fund house and schemes, several costs are involved such as investment management fees, brokerage ...
Is This the Right Time to Invest in Medium and Long-Term Debt Mutual Funds?
Medium and long-term debt mutual funds generated muted returns in FY 2022-23 as the RBI undertook multiple rate hike actions during this period to tame inflation and support economic growth. Meanwhile, short term debt mutual funds ...
Should You Consider Arbitrage Funds After Change in Debt Mutual Fund Taxation
The Finance Bill 2023 amended the debt mutual fund taxation rule by removing the indexation benefit in case of long term capital gains on these funds. This rule applies to all mutual fund schemes, including Gold Funds and International Funds, that ...
3-Tiered Taxation of Mutual Funds: Here’s All You Need to Know
Mutual Funds help you in wealth creation and work towards achieving your financial goals; this makes them one of the most buzzing investment options. One of the biggest advantages of mutual funds is that they are tax-efficient ...
All You Need to Know About Gold Mutual Funds
You all may have some investment in gold in form of jewellery. After all, gold is considered one of the most valuable precious metals in the world, and it continues to be a popular investment for ages. Gold's eternal value has appealed to many ...
Why It Still Makes Sense to Invest in Gold Mutual Funds Despite the Change in Tax Rule
As you may be aware, with the passage of the Finance Bill 2023, the taxation of debt mutual funds (that invest less than 35% of their assets or portfolio allocation in direct Indian equities) changed with effect from April 1, 2023. The new tax ...
What Would be the Best Suitable Equity Allocation for You? Know Here…
A common challenge that many of us face is that there is no one-size-fits-all method for investing your hard-earned money to achieve your financial goals. You should be aware that asset allocation changes according to the life stages of an ...
What Should Be Your Mutual Fund Asset Allocation Strategy Amid Rising Global Uncertainty
The global economy has been facing a lot of uncertainty, with concerns about a potential recession looming large, the Russia-Ukraine war, geopolitical tensions, pandemic, climate events, and persistently troublesome inflation. ...
Is It the Right Time to Invest in Smallcap Mutual Funds Now?
If you are a high-risk taker wanting to multiply wealth at a greater pace, then Smallcap Mutual Funds may be an appropriate fit in your portfolio. Small-cap funds are equity-oriented mutual funds mandated to invest at least 65% ...
5 Things to Consider While Evaluating Your Risk Appetite
While investing, it is essential to determine your risk profile. Allocating your hard-earned money to the desired investment avenues without determining your risk tolerance could be disastrous. “Mutual Fund Investments are subject to market ...