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Mutual Funds

Arbitrage Funds – Should you invest in it ? – Details & Review

arbitrage

Last updated : 15th September, 2016 Arbitrage Funds, as the name suggests, funds which make money from Arbitrage opportunities. Many investors are not familiar with this type of Mutual Funds. They normally know Equity Funds, Debt Funds etc and think Arbitrage Funds are just other fancy schemes under Equity Funds. However this is not the case. Arbitrage Funds Definition / Meaning “Arbitrage” means – The simultaneous buying and selling of securities, currency, or commodities in different markets or in derivative forms in order to take advantage of differing prices for the same asset. Actually Arbitrage Funds are niche category of ... Read More »

[How to] get Consolidated Account Statement for all Mutual Funds from KARVY + CAMS + FTAMIL + SBFS

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Last updated : 30th July, 2015 A.  Mail Back service / On Demand Consolidated statement Investors can now request for a single Consolidated Account Statement across their entire holdings in CAMS, Karvy , FTAMIL & SBFS If you have registered an email address in your folios across Funds serviced by CAMS Karvy Franklin Templeton Asset Management (I) limited (FTAMIL)  Sundaram BNP Paribas Fund Services (SBFS) you can use this link below to obtain a consolidated PDF Account Statement at your registered email address. https://www.camsonline.com/InvestorServices/COL_ISAccountStatementCKF.aspx http://www.karvymfs.com/platformservice/ Once you enter the details, the statement will be sent to your email ID within ... Read More »

Fixed Maturity Plans (FMP) – Good Tax efficient option for Investors

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Last updated : 6th August, 2014 What is FMP (Fixed Maturity Plan) An FMP is a closed-end mutual scheme that has a fixed tenure and invests in fixed-income securities. It invests in debt securities in such a way that they mature a day or two or few days before the FMP itself matures. Investments:  FMPs invest in fixed income instruments like CDs, CPs, money market instruments, corporate bonds; debentures of reputed companies or in securities issued by Government of India and fixed deposits.  Effective August 2011, an FMP needs to give an indication of how its portfolio would look like. ... Read More »

Earn more with DIRECT plan of Mutual Funds

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Last updated : 25th April, 2014 From Jan 2013, Direct Plan for Mutual funds are in the market. In the first month, people were sceptical if there is going to be much difference in returns on Standard Plan & Direct Plans of Mutual Funds. Here is the NAV Comparison of some MF under Standard Plan & DIRECT Plan over last 1 year So, fromt the table you can see that you can see the Savings made by DIRECT Plan of Funds over last 1 year.   A.  What is Direct Plan of Mutual Funds? From 01-Jan-2013, Investors have the option ... Read More »

Mutual Funds – Taxation Aspects

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Last updated : 10th July, 2014 In this post, I will explain the Taxation aspects of Income / Returns from Mutual Funds. The taxation depends on type of Mutual fund scheme you have invested in.  The taxation will be different for equity schemes, and non equity schemes ( for e.g debt schemes, money market etc) Broadly, there can be following 2 type of Income from Mutual Funds: Dividend Capital Gains A. Dividend Received  – Tax Free in hands of investor Any dividend received from Mutual Funds is exempt from Tax in hands of investor. So , if you have selected ... Read More »

CPSE ETF Details & Should you invest in this PSU ETF?

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Last updated : 9th April, 2014 What is CPSE ETF CPSE ETF (Central public sector enterprises ETF) is the new ETF launched by government which is comprised for 10 Bluechip PSU companies. Its objective is to raise money from public & invest in the shares of PSU companies which are part of this ETF. Through this ETF government is targeting to raise Rs 3000 crores. The NFO is closing on 21-Mar-2014. What is ETF ETFs are like mutual funds which can be bought and sold on stock exchanges.  It is a security that tracks an index, a commodity or a ... Read More »

Top 10 Reasons to Invest via Mutual Funds

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Last updated : 25th April, 2014 Mutual funds are one of the best options available to small retail investors to diversify their investment and earn superior returns.  Through Mutual Funds, you can invest in various types of products – for e.g.  Equities, Bonds, Fixd Income, Gold, Commodities companies, Index etc. In this post, I have tried to list some major benefits of investment in mutual funds   1) Professional Expertise As we can’t be experts in everything, so it is better to leave certain things with professionals.  Fund managers are highly qualified & experienced, track the market activities closely, speak ... Read More »

Basics of Mutual Fund

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Last updated : 2nd May, 2014 I remember, when I advised one of my friends to invest via Mutual funds, he replied – “I am afraid of share market and that’s why I don’t want to invest in Mutual Funds. “ Do you also think, investing in mutual funds means investing in share market and it is as risky as share market. Then you are not correct and need to understand the basics of Mutual Fund. It is a Myth that : Mutual Funds means Share Market. Mutual Fund by itself is not an Investment but it is a way ... Read More »

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