Category: Mutual Funds
Mutual Funds Tax Reckoner for Financial Year 2015-16 – Individuals, HUFs, NRIs & Domestic Companies
in Mutual Funds
This post is written by Shiv Kukreja, who is a Certified Financial Planner and runs a financial planning firm, Ojas Capital in Delhi/NCR. He can be reached at [email protected] With stock markets rising by 35-40% and bond markets giving 15-20% returns in the last one year or so, mutual fund investments are gaining popularity. More
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PPFAS Mutual Fund Review
in Mutual Funds
I am usually reluctant about writing a review on a mutual fund NFO as the standard conclusion for most of these is that you should wait a couple of years or so before investing in them. Usually there is nothing that a new fund offers that is so irresistible that you overlook the fact that it has
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Motilal Oswal MOSt Focused 25 Fund Review
in Mutual Funds
Motilal Oswal has come out with their first actively managed mutual fund and it’s called the MOSt Focused 25 Fund. It’s named this way because the fund will invest in up to 25 stocks at any given time. What will Motilal Oswal MOSt Focused 25 Fund invest in? This is an open ended equity fund, and
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Change of DDT from 12.5% to 25% for Debt Funds
in Mutual Funds
One of the more unpopular things from the recent budget was increasing the Dividend Distribution Tax (DDT) from 12.5% to 25% on all debt mutual funds from 1st June 2013. (Clause 29, Budget Memorandum) Mr. K Srinivasan had the following question: Hi Manshu, Query Subject: Recent Budget-2013 change of DDT from 13% to 25% for Debt
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List of all RGESS Mutual Funds
in Mutual Funds
In the last month or so several fund houses have launched their RGESS mutual funds, and while existing funds are also eligible for this rebate, that hasn’t stopped funds from launching schemes specifically for this purpose. I think that’s mainly because it helps for marketing purposes, and a secondary reason could be that you didn’t
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List of Best Balanced Mutual Funds – Updated
in Mutual Funds
Balanced funds are hybrid mutual funds that invest in equity and debt instruments, and usually balanced equity funds invest no more than 35% of their money in debt instruments. I created a list of the best balanced funds in India in March 2011, and I thought of updating that list as it is close to
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An update on Franklin Templeton Dynamic PE ratio Fund of Funds
in Mutual Funds
I wrote about Franklin Templeton Dynamic PE Ratio Fund a little under two years ago, and I thought of looking at its recent performance when Business Line put in a buy recommendation for the fund in a recent article. Essentially what this fund of funds does is allocate money in a debt or equity fund based
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Mutual Funds that have performed well over the last 10 years
in Mutual Funds
FundsIndia has come up with an interesting research report titled: The FundsIndia 5 Best Schemes in the History of Indian Mutual Funds. In this report they have listed down 5 equity funds that have done well over very long periods of time, and have given a little history about them, how they made their money,
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IDBI Rajiv Gandhi Equity Savings Scheme Series 1 Review
in Mutual Funds
Last week I wrote about the SBI RGESS, and now IDBI has also filed a prospectus for their own RGESS Fund, and it differs from the SBI RGESS fund in some fundamental ways. First of all this is a close ended scheme where SBI RGESS was an open ended scheme. The lock in period of
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SBI RGESS Fund Review
in Mutual Funds
The RGESS (Rajiv Gandhi Equity Savings Scheme) was announced last year, and I had a post on it in October which explained what it was. To qualify for this scheme you should be a first time equity investor with less than Rs. 1o lakh income, and you should invest in certain specified stocks which include
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Best Indian Gold Fund in 2012
in Mutual Funds
As we come close to the end of the year and gold has another great year, it’s only natural to do an update on the best gold funds in India. In the past I’ve called these posts, best gold ETFs but now there are so many fund of funds that I’ve called this year’s post
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Introduction to mutual funds in India
in Mutual Funds
Ankita Dhokia posted the following comment in the Suggest a Topic page back in August: Ankita Dhokia August 28, 2012 at 8:17 pm [edit] Hi , I wish to invest in mutual funds. I am an amateur and am completely lost in the numerous schemes offered by all companies. I wish to know the co
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