We continue with our learning series – Money Master. It is meant for you if you are willing to explore investing and financial planning in greater depth. With use of case / problem based learning, you get to cruise through a topic / sub topic to understand, solve a problem and, in the process, learn […]
Liquid Funds cut off time for investment changed & exit load
As you are aware, the cut-off timings for applicability of Net Asset Value (NAV) in respect of purchase of units in liquid / overnight funds is being changed to 1:30 P.M instead of 2:00 P.M with effect from the date as may be communicated by the respective AMCs. Also, to comply with the SEBI directives, […]
Franklin India Dynamic PE Ratio Fund of Funds – Change in Fundamental Attribute
If you are invested in Franklin India Dynamic PE Ratio Fund of Funds, know that there are some fundamental and important changes being carried out. #1 It is getting a new name The fund will now be Franklin India Dynamic Asset Allocation Fund of Funds. It has an expanded mandate now. What is that mandate? […]
Parag Parikh Long Term Equity fund – Change in Fundamental Attributes
If you are an investor in Parag Parikh Long Term Equity Fund, you have most likely received a communication about change in fundamental attributes of the scheme. A fundamental attribute is one which alters the core proposition of the scheme and includes things such as change of asset allocation, which the Parag Parikh scheme is […]
Here’s how to get all your Mutual Fund Capital Gains statements for filing IT returns
If you are filing your income tax returns for the year 2018-19 and you also have made sell or switch transactions in mutual funds during that year, you are then required to calculate, show and pay your capital gains taxes. I have been getting questions too about capital gains report for mutual funds. Now, if […]
Will you get safer debt funds with SEBI’s new measures?
You are well aware of the problems debt funds have been facing in recent times. I won’t be surprised if you say that you don’t trust debt funds anymore. In fact, I would agree. There are pros and cons to all investments. Debt funds are no exception. Over time, SEBI has introduced various measures to […]
