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…
Posts TaggedMutual Funds
Debt Funds Still Work, Even Without Indexation Benefits
Inflows in debt funds continue despite the removal of indexation benefits, which was more of a psychological shock than hard fact. When the Finance Act 2023 took away the indexation…
Taking Advantage Of Arbitrage Funds
In the May 2023 issue, we discussed some hybrid fund options that can replace debt in view of the changes in the taxation rules. We will now discuss arbitrage funds…
Hybrid Fund Options In Lieu Of Debt
Hybrid funds are being favoured with changes in tax laws. Two of these are arbitrage funds and equity savings funds. These funds are less volatile than equity funds. At at…
Your Money: Make SIP The Basis Of Your Wealth Creation Strategy
Your Money: Make SIP the basis of your wealth creation strategy. YOU CAN Build up your investment portfolio either through ad-hoc lump-sum deployments, or through disciplined periodic flows. For the…
MC Explains | The Difference Between Debt Duration Fund And Duration Call. Choose Wisely
Debt fund investors will benefit once interest rates begin to fall. But nobody knows for sure when interest rates will start to go down, although market experts have begun making…
Finance Act And The Way Forward For Debt Funds
SYNOPSISThe recent tax changes have created three categories in mutual fund taxation. In a growing economy like India, with an expanding base of investors, any investment vehicle that is built…
Here Is How To Distribute Debt Funds Post Change In Taxation
Debt funds are no longer subject to indexation benefits. Now the big question is how to sell debt funds to clients? From April 1, 2023, there will be no LTCG…
The Case For Long-Maturity Funds
With the interest rate hike cycle by RBI at its fag end, discussions in the market on the case for investing in long-maturity funds are picking up, but it’s advisable…
Your Money: Dividend Yield Stocks – A Less-Risky Bet
Your Money: Dividend yield stocks – A less-risky bet. The conventional appr-oach to equity investing is that companies that are doing well, are the better ones, worthy of investing. There…
Why Are More Investors Investing In Passive Funds?
Mid- and small-cap funds present a different picture and, hence, investors still prefer actively-managed funds. Ever since the emergence of passively managed equity funds, the build-up in assets under management…
The Dichotomy Between Taxation Of Bond And Bond Mutual Funds
SYNOPSISHolding period for LTCG eligibility is one year for bonds and three years for bond funds. We have discussed previously, the rules of taxation for bond and bond mutual funds….