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 […]
Long Term Capital Gains Tax and the Grandfather
Several people were suspecting Long Term Capital Gains Tax to make a comeback. Frankly, I wasn’t. Now that it has come, it is causing a lot of confusion. Let me attempt to clear the air here. OK. So what did the finance minister propose? Long Term capital gains tax on equity was zero till January […]
