Fund comparison is one of the common things you do to select funds for your mutual fund portfolio. If you are planning to add A fund, you first compare it with other funds of similar type or category, do your analysis and then make your investment. But are you doing it right? I have said […]
Dividend Reinvestment option – Impact of LTCG tax
If you are using the dividend reinvestment option in your mutual funds, chances are you are confused about the implications of taxes in the new LTCG regime. At least one person is. Let’s clear the air. Here are 3 questions posed by a reader about taxes on dividend reinvestment. Is the dividend reinvest being taxed. […]
HDFC Small Cap Fund – The missing track record
Does HDFC Small Cap fund deserve your money? You already have large caps in the portfolio, so are multi caps and mid caps. How about adding a small cap fund? That’s what an investor is asking. I’m planning to invest in this fund for my small cap portion. Both DSP BR Small Cap (previously DSP […]
Franklin India Debt funds – Likely impact of SEBI’s scheme rationalisation
I received an email from Franklin Templeton India about their debt fund schemes – a reckoner of sorts. Frankly, I was expecting information on their scheme rationalisation. Looks like they need more time. Anyways, here’s how I see the schemes change after the AMC implements SEBI’s circular for scheme rationalisation. So, this is what I did.
How Saina Nehwal invests, worries me (again)!
In case you do not know about Saina Nehwal, she is an ace badminton player, former World no. 1, currently no. 2. She has represented and won for India in several tournaments and won the first Olympic medal for India as well. She is a sportsperson par excellence. But when it comes to money… I just came […]
Start your SIPs with ePayeezz, completely online, no paper
Finally, you can start your SIPs completely online on Unovest via MFU. The bank mandate PayEezz can now be registered online with no paperwork, no courier(s), no waiting, no follow ups. Here is how you can do your own ePayEezz. (Update Nov 2018: The online payeezz registration via Aadhar has been discontinued. You can download […]
