Mutual funds
Restrictions on new investments in international mutual funds and ETFs
There are so many types of investments available in India, Mutual funds and Exchange Traded funds (ETF) are one of them, where mutual fund houses invest various investors’ money into different stocks and securities in various primary and secondary markets, both domestically and internationally. In this article, we will learn about restrictions placed on new ... Restrictions on new investments in international mutual funds and ETFs
- Animesh Gupta
- 29 March 2023 • 6 min read
Tax Loss Harvesting for Mutual Funds
A mutual fund (MF) is a pool of money managed by a professional fund manager. It collects money from several investors and intends to invest its money into various securities like equity shares, bonds, money market instruments, etc. Before 2018, there was no Long-Term Capital Gain tax (LTCG) on the sale of mutual funds, however, ... Tax Loss Harvesting for Mutual Funds
- Vaibhav Khandelwal
- 22 March 2023 • 8 min read
Can Mutual Funds be Pledged?
At some stage of life, most of us might have encountered a phase where there was a need for funds for unplanned expenses. While we all have come across credit card loans, personal loans, or new-age products like buy now pay later loans (BNPL) but very few know about loans against mutual Funds. Let’s discuss ... Can Mutual Funds be Pledged?
- Anshul Gupta
- 21 March 2023 • 6 min read
Long Term Capital Gain on Mutual Funds – Tax Exemptions and Calculations
Investments in Mutual funds earn investors concerned profits in the form of dividends and capital appreciation. In this article, we will understand more about mutual funds investment and the taxability of capital appreciation earned from such investments under the Income-tax Act,1961 (I-T Act) and Income-tax Rules, 1962 (‘Rules’). What is Mutual Fund Investment and how ... Long Term Capital Gain on Mutual Funds – Tax Exemptions and Calculations
- Animesh Gupta
- 3 March 2023 • 7 min read
Short-Term capital gains on Mutual Funds: Tax Implications
Investments in Mutual funds earn investors profits in the form of dividends and capital appreciation. Let us understand more about mutual funds investment and the taxability of capital appreciation earned from such investments under the Income-tax Act,1961 (I-T Act) and Income-tax Rules, 1962 (‘Rules’). What is Mutual Fund Investment and how does this work? A ... Short-Term capital gains on Mutual Funds: Tax Implications
- Vaibhav Khandelwal
- 2 March 2023 • 7 min read
SIP vs Lump Sum Mutual Funds: Difference between SIP and Lump Sum Investments
A mutual fund is an investment vehicle which pools money from multiple investors. The collective funds are then invested in various assets such as stocks, bonds and other asset classes. While Mutual Funds have gained immense popularity in recent years, you should remember that all your investments should align with your income, expenditures, risk profile, ... SIP vs Lump Sum Mutual Funds: Difference between SIP and Lump Sum Investments
- Anshul Gupta
- 1 March 2023 • 8 min read
Chit Funds vs. Mutual Funds: All You Need to Know
There are a number of financial instruments in the market that enable people to save and invest their money. Chit funds have existed in India for a very long period of time. In simpler words, this instrument allows several people to pool in funds over a certain time frame. A mutual fund is an investment ... Chit Funds vs. Mutual Funds: All You Need to Know
- Animesh Gupta
- 2 February 2023 • 9 min read
What Are Mutual Fund Ratios and Why Investors Use Them?
The number of mutual fund investors in India continues to rise as more and more people become increasingly aware of its benefits. Generally, people assess the past performance of a mutual fund scheme before investing their money in it. However, evaluating the risks associated with a fund is equally important. Various ratios quantify the risks ... What Are Mutual Fund Ratios and Why Investors Use Them?
- Anshul Gupta
- 1 January 2023 • 12 min read
Gold vs Mutual Fund – What Should You Choose?
In India, gold holds a special place in people’s lives as it is associated with auspicious occasions like weddings and religious festivals. Almost everyone owns gold in the form of jewellery or coins. However, investors looking for higher returns and income may prefer investing in mutual funds. This article explains the important details of gold ... Gold vs Mutual Fund – What Should You Choose?
- Nishant Prasad
- 1 January 2023 • 9 min read
What Is an E-Mandate for a Mutual Fund and How to Start One?
Mutual funds are increasingly becoming a popular investment option. However, setting up a debit mandate from a bank and registering for a SIP takes around 25-30 days. An e-mandate is a facility that eases this registration process by reducing the documentation and time required. It helps digitise the entire process and reduce the registration time ... What Is an E-Mandate for a Mutual Fund and How to Start One?
- Anshul Gupta
- 26 December 2022 • 7 min read
