You invest in a fund when you agree with the investment mandate, i.e., how the fund is managed and where all the money is being invested. You invest in a…
Posts TaggedMutual Funds
How To Sell Debt Funds When Equity Is Booming
Given the rally in the equity markets, everyone is gung ho on equity. In fact, in the past three years, equity funds have delivered superior returns over other asset classes…
Mutual Fund Scheme Consolidation: Finding Middle Path May Benefit Investors
Only a fund with a relatively smaller corpus size can be quickly repositioned; a large fund will have the baggage of existing portfolio which should not be disturbed Joydeep Sen…
What You Should Focus On While Deciding Your SIP Allocation
The average SIP size is Rs 3,250 and the month-wise collection through SIPs is just under Rs 5,000 crore per month now. It shows investors are walking in the right…
Mutual Funds: What Should Investors In Dynamic Bond Funds Do? Find Out The Way Forward
There is a case for some further policy rate easing in the Oct 4 RBI Policy review, driven by real positive interest rates, inflation being within target and GDP growth…
Long Term Capital Gains Tax On Fixed Income: How To Calculate Indexation Benefit
Joydeep Sen In the context of taxation of fixed income mutual funds, it is known that tax efficiency is generated over a holding period of three years. The investment in…
Mutual Funds Systematic Withdrawal Plan: From Ways To Use SWP To Benefits; Here Is What You Can Profitably Learn
When the equity market has run up and we are not sure whether to stay invested, SWP may be used for a gradual withdrawal into a defensive asset class and…
The Crucial Role Of Distributors In Growing The Industry And The Way Forward
Indian mutual fund industry has grown more than four fold in a span of 10 years. From Rs.5.41 lakh crore as on July 31, 2008, the industry has grown to…
Oversight Of Rating Agencies: Piecemeal To Structured
SYNOPSISWhen we hear the term ‘defaulter’, we relate it to a sub-standard borrower but not with the rating agency that lagged in its job. A few companies faced sharp rating…
Why Distributors Should Not Rely On MF Ranking Agencies
Go for a fund house with a good track record across market cycles, large size and with skin in the game. In the fine print of the consultation paper on…
How India And US Bond Markets Are Moving And Lessons For Investors
To make sense of the ‘conundrum’, there is one common factor driving markets: liquidity. As a thumb rule, when the economy is expected to grow at a brisk pace, equity…
Your Mutual Fund Investment Tax Efficient? Here Are 3 Steps To Ensure Utmost Efficiency For Your Portfolio
Ensuring that your mutual fund portfolio has the utmost tax efficiency is essential. Fund taxation depends on the nature of the fund and holding period. But decide your investments on…