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Category: Mutual Fund Basics

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Capital_gains

Simply Important: Your new capital gains report at FundsIndia

Mutual Fund Research Desk

The Union Budget of 2018 made a significant change in taxation of equity mutual funds. Long Term Capital Gains on equity funds, which had been exempt since 2004, were made…Continue Reading

Understanding SEBI’s new fund categories

Mutual Fund Research Desk

In a move to make choices for investors simpler, SEBI came out with categories with defined criteria. This means that funds within a category will henceforth be mandated to stick…Continue Reading

Why SIPs work better: The science behind cost averaging

Gourav Kumar

We all have our ‘eureka’ moment and mine came while buying mangoes. Yes, buying mangoes helped me explain why average costs come down more than you expect it to, when…Continue Reading

How long should you run your SIP?

Mutual Fund Research Desk

Last week I was talking to a friend from another profession.  He wanted some financial advice from me. I asked him all the usual questions an advisor would ask to…Continue Reading

understanding_risk

FundsIndia Explains: What is Risk

Mutual Fund Research Desk

In the context of any investment product and specifically mutual funds, we often use the term ‘risk’. Risk acquires different meanings to different people. They also assign such meaning differently…Continue Reading

Systematic_Investment_Plan

FundsIndia Explains: Why SIPs are more than just cost averaging

Gourav Kumar

SIP, or Systematic Investment Plan, is often touted as the best way to invest your money in mutual funds. Many new investors think SIPs are a type of investment. It…Continue Reading

market_performance_during_october_2015_to_July_2016

I stopped my SIP – Extracts from an investor’s diary

Gourav Kumar

10th November, 2015 Today, I saw the Nifty was down 1.5%. The markets have been falling continuously. I think I received an email from Fundsindia saying the markets have fallen…Continue Reading

FundsIndia Explains: Change in fundamental attributes of a fund

Mutual Fund Research Desk

SEBI’s mandate to categorise funds into specific buckets has resulted in a number of AMCs coming out with changes in their funds. With a wave of changes coming in, you…Continue Reading

FundsIndia Explains: Rebalancing a Mutual Fund Portfolio

Mutual Fund Research Desk

When you start to invest, you build a diversified, asset-allocated portfolio. This allocation is based on your goal timeline, your risk appetite, and other factors. That is, based on what…Continue Reading

New tax structure of mutual funds

Mutual Fund Research Desk

The Union Budget 2018 has changed taxation rules for equity-oriented mutual funds. Taxation of all other funds (debt funds, debt-oriented hybrid, gold, international, fund-of-funds) remains the same as before. Here’s…Continue Reading