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 […]
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. […]
