All articles about Mutual Funds in India
Govt of India has amended finance bill 2023 now and made changes on debt mutual funds taxation which is effective from 1st April, 2023. Earlier debt funds used to get indexation benefits which would be lost with this move. What are the new debt mutual funds taxation rules from Apr-2023? Would these rules affect the capital gains from existing debt […]
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Quant Mutual Funds has launched Dynamic Asset Allocation Fund NFO that would open for subscription on 23rd March, 2023. It’s an open-ended fund that invests in equity and debt instruments while managing risk through active asset allocation. These funds would dynamically allocate assets which would invest high in equity when stock markets are undervalued and invest low when they are […]
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Axis MF has launched S&P 500 ETF Fund of Fund where it would be replicating / tracking S&P 500 TRI. This fund would open for subscription on 22nd March and would close on 5th April, 2023. When US stock markets underperformed in the last 1 year, is this a good opportunity to invest in such funds? In this article, we […]
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Mutual Funds performance would vary during various market cycles. Investment in mutual funds needs to be done based on financial goals, risk appetite and tenure of investment. However, investors often tend to look beyond these parameters like returns, ratings from various agencies like Crisil, Value Research, Morning Star etc., One can also look for highest SIP return mutual funds + […]
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Kotak Mutual Fund has launched Smallcap 50 Index Fund NFO which would open for subscription on 16th March, 2023. This small cap index fund invests in small cap companies that are part of NIFTY Smallcap 50 Index. Generally midcap and smallcap funds are risky, however, provide high returns in medium to long term. Should you invest in the Kotak Nifty […]
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JM Financial Mutual Funds has launched Corporate Bond Fund that opened for subscription now. Corporate bond funds generally invest in corporate debt instruments. These funds provide higher returns compared to bank FD, however, comes with risk. These bond funds have generated 4.5% to 7.7% returns in 3 to 5 years time frame. In this article we would provide JM Corporate […]
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UTI Mutual Funds has launched Long Duration Fund NFO that would open for subscription on 6th March, 2023. UTI Long Duration Fund invests in fixed income securities that typically mature in long term. Long Duration Funds have provided 7% to 8% annualized returns in the last 5-10 years. Should you invest in the UTI Long Duration Fund NFO? What are […]
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We know that investment in equity generates high returns. On the other side, fixed income options like bank FDs provide low interest rates. One of the best way to invest to get higher returns from debt segment is to invest in debt mutual funds. There are over 290 odd debt mutual fund schemes and is difficult to pick the right […]
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Nifty 50 index generated 3.8% returns and Nifty 100 index generated 1.5% returns in the last 1 year. However, there are several mutual funds which have outperformed in the last 1 year. While one need not go with short term performance, it can give direction to the investors about investing. Mrs. Apurva, one of our blog readers wants to filter […]
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SBI Mutual Funds has launched Dividend Yield Fund NFO that would open for subscription on 20th February, 2023. SBI Dividend Yield Fund predominantly invests in dividend yielding stocks and aims to provide capital appreciation and regular income. Dividend Yield Funds have provided 9% to 14% annualized returns in the last 5 years. Should you invest in the SBI Dividend Yield […]
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SIP in Mutual Funds is one of the best way to accumulate wealth over the period of time. We know that such investments should be done keeping financial goals, tenure of investment and risk appetite into consideration. However, what happens if such mutual fund generates negative SIP returns after investing for 3 years? How about negative returns in SIP after […]
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Navi Mutual Fund has launched ELSS Tax Saver Nifty 50 Index Fund NFO. As the name indicates, this fund would invest in the stocks that are part of Nifty 50 Index and also provide tax savings. This index has delivered 11% annualized returns in the last 5 years. Should you invest in Navi ELSS Tax Saver Nifty 50 Index Fund […]
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HDFC MF has launched MNC Fund NFO that would open for subscription on 17th February, 2023. This mutual fund scheme would invest majorly in MNC companies in India and in foreign assets. This sector has been an ever green sector 5 years back, however, lost its shine in the recent times. Should you invest in HDFC MNC Fund NFO? What […]
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Indore Municipal Corporation is coming up with secured NCD green bonds now. These green bonds would open for subscription on 10th February, 2023. Indore Municipal Corporation (IMC) is the chief municipal body of Indore city. The NCD interest rates for Indore Municipal Corporation NCD are up to 8.25%. These NCDs are offered for 3 to 9 years tenure. Interest is […]
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One should invest in mutual funds based on their financial goal, risk appetite and tenure of investment. While there are several ways to filter mutual funds, one of the ways is to check the ratings from value research too. However, it should not be the sole criteria to filter the fund. In this article, we would provide 5 Top Rated […]
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