The Indian ETF market has experienced huge growth over the past decade and signifies a shift in investor preference towards passive funds. Here’s all you need to know about ETFs…
Posts TaggedMutual Funds
The ‘March Effect’ And Indexation Benefit In MFs
Till 31 March of last year, debt funds were eligible for indexation benefit for the purpose of long-term capital gains (LTCG) tax. This is a benefit that reduces the impact…
What 2024 Holds For Debt MFs
There are expectations that Reserve Bank of India (RBI) will cut interest rates in 2024, following the US and Euro zone rate cycle reversal. Returns in debt funds come from…
How Ulips Compare With MFs
It’s generally accepted that Ulips are not as investor-friendly as mutual funds. They allow no easy exit, and have relatively higher charges than MFs. It is a generally accepted notion…
Your Money: Don’t Fall For The Marketing Spiel
Each product has an USP, be sure it aligns with your investment needs. People usually do not buy good investment products, but buy stories and packaging. If the provider says…
Active Vs Passive. What You Need To Know About Passive Funds
For quite some time, there is a debate going on between active mutual fund schemes and passive ones. There is a shift happening in favour of passive funds. The argument…
Arbitrage Funds’ Spreads Are Attractive, And Investors Must Take Advantage
Arbitrage funds in the mutual fund space are benefiting from the widening spread between the cash and stock futures segment, providing tax advantages for investors. The prevalent discussions and debates…
Your Money: All The Good News Is There In The Price
While the view on debt funds is positive, you have to wait for a rally. For some time, there is a positivity going around in the context of bond /…
How Indexation Works In MFs
The Finance Act, 2023, has taken away the indexation benefit from debt mutual funds. It states that the gains from the growth option of funds with equity allocation of less…
Nifty At 20K: Invest For The Long Term To Win Big
On 10-year holding, percentage of positive outcomes is 100%. The index voyaged from 1,000 to 20,000 in little under 28 years. To reach 10,000 it took little less than 22…
Are Individual Equity Investors Moving Towards Mfs?
The share of individual investors in stock market trades fell to 34.9 percent in FY24, till July 2023 from a 45 percent share in FY21. A look at the increase…
Your Money: Performing Credits Carry Higher Risks
But their yield levels are higher than that of debt MF portfolios In the context of investing in bonds / debentures, the risk level of getting or not getting your…