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. […]
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.