“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… […]
Fund comparison – Avoid these mistakes!
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.
