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Mutual Funds

CPSE ETF Jan 2017 Details & Review – Should you invest?

Last updated : 13th September, 2017 You may have been excited to invest by looking at Reliance Mutual Fund’s new ad – Invest in 10 Maharatnas & Navratnas at 5 % discount! This advertisement is for further fund offer (FFO) of CPSE (Central Public Sector Enterprises) ETF (exchange traded fund). Issue Open : Jan 18 23017 Issue closes: Jan 20 2017 Discount: As part of the FFO, an upfront discount of 5% is being offered to all category of investors. What is CPSE ETF? CPSE ETF is an exchange traded fund based on central public sector enterprises (CPSE) index. It ... Read More »

Best Mutual Funds to invest in 2016 – Top performing Mutual Funds in India

Last updated : 19th September, 2016 Top performing / Best Mutual funds to invest in 2016  – See the post below   In this post, I have tried to list some of the best performing & top rated mutual funds in India which you can consider to invest in 2014. While selecting the mutual funds I have taken into consideration certain aspects like Reputation of Fund House, whether well -known Asset under management in that scheme to get benefit of efficiency Scheme existence period to check the past performance Based on your risk profile, goals & horizon, you should ... Read More »

Best & Top Performing International Funds

Last updated : 15th September, 2016International Funds are funds that invest in International markets. They either invest direct in Equities in International market or invest in their overseas funds that invest in International markets. The investment in such funds involves higher risk as compared to domestic Equity funds. Such funds carries Exchange Risk.   For my personal investment, I avoid investing in International Funds as the returns are not that great and the risk is much higher. International Funds AUM  1 year 2 Year 3 Year 5 Year      (Rs Crores)             Motilal MOSt Shares NASDAQ ... Read More »

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

Last updated : 18th April, 2017 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

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. 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

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

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

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?

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

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 »

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