SBI Mutual Fund, like other mutual funds, has announced its scheme rationalisation and categorisation as per SEBI circular. While SEBI thought that as a result of the rationalisation of schemes, several schemes would be merged and go away, the AMCs have done some fine act and ended up retaining almost all of their schemes in […]
Which mutual fund to invest in? – Unovest Portfolio recommendations
Unovest first unveiled its recommended mutual fund portfolio on Oct 1, 2016. The intent was to enable investors to get a ready portfolio of mutual funds that they can consider investing in in line with risk profile and time horizon. For those, who had no background in mutual funds or are first time investors, these […]
Franklin Templeton MF – Revision in schemes and categories – April 2018
Franklin Templeton MF has also announced changes to its mutual fund schemes to align with the SEBI Circular on scheme categorisation and rationalisation. Here are the details. Interestingly, Franklin Templeton has retained almost all its schemes by pushing them into one category or other. This is what they have done.
Sundaram Mutual Fund – Revision in schemes and categories – April 2018
Following the SEBI circular, Sundaram Mutual Fund has announced the changes in the scheme names and categories, if any. Here is a touch down. To know about the SEBI circular and what changes it has asked Mutual Fund houses to make, click here. I found the Sundaram’s communication to be most proper. They have clearly […]
Mutual Fund returns – Let me remind you about inflation and your bias
“How much returns to expect from mutual funds” is every investor’s question. A lot of popular media stories bait you with stories of Top 5 or Top 10 best mutual funds, highest performing mutual funds. Beware. These lists based on mutual fund returns, if followed blindly, can do more harm than good. Today, I am […]
Long Term Capital Loss – How you are getting it wrong?
So, here we are in April of 2018! As you know the long term capital gains tax comes into effect starting April 1, 2018. But that’s not the big story. This is also the start of the period when you can use Long Term Capital Loss to your benefit. Just as Kapil tried to but… […]
