In Part 1, we noted that SEBI has now defined 16 categories for debt mutual funds hoping that it will allow retail investors like you and me to be able to select debt mutual funds with more ease. I believe the new classification will do the job to some extent. The number of funds (in […]
Change in Scheme name and fundamental attributes of Mutual Fund Schemes- Feb 2018
You are probably looking at different names of your mutual fund schemes in the statements and portfolio trackers. They don’t look like what you invested in. No need to panic. Here’s a quick touch base on the changes that are taking place. The changes are a result of the October 2017 circular from SEBI asking […]
Best Mutual Fund – The Funny Money Show
The Funny Money Show is a lighter take on the investment world, the products and the investors. This time I explore staring a new mutual fund with my FunnyBone. She is just back from here months’ long sleep to give us some respite with her humour (sometimes dark). Here we go. (Opening music for effect) […]
Is it time to skip balanced funds, post LTCG tax? – Reader Query
A reader wants to know that after the LTCG tax, does investment in a large cap + debt fund combo expected to generate a better tax adjusted return versus investing in one of the balanced funds. We find out. Here is the query: With LTCG on equity, without any indexation, debt funds can be more attractive […]
And the award goes to ULIPs, but should you invest?
The Budget 2018 has come out with the big surprise. Now stocks and equity mutual funds will be subject to Long Term Capital Gains Tax. But not insurance or ULIPs. And this has got you and me thinking and confused. The question is it time to prefer ULIPs over MFs? There is a short answer to […]
The Unovest story – between you and me
Recently, Unovest was covered by YourStory, a startup platform and I had shared some of my thoughts about why we started, journey so far and what do we plan to do? While I did that, I made some notes which I am reproducing here. Hopefully they will help you know and appreciate Unovest’s story and […]
