Indian equities are one of the brighter corners of sunshine in the global markets. The Nifty 50 has surged by 29%, the Nifty Midcap 100 by 60%, and the Nifty Smallcap by 70% over FY23-24. The standout performer, however, has been the BSE PSU Index, w...

On 24th March 2023, the Finance Minister proposed an amendment to the Finance Bill 2023, whereby she proposed that the long term capital gains tax benefit for non equity schemes be removed. As per the provisions of Income Tax Act before this amendmen...

Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual fund facilities which offer solutions to different investment needs. SWP provides fixed cash-flows to investors. STP enables investors to transfer fixed amounts at regular...

There has been lot of debate in digital and social media about the pros and cons of old versus new tax regime after the proposed changes in direct taxes in 2023 Budget. Many people are arguing that below the income slab of Rs 15 lakhs or more, the ta...

As we approach the end of FY 2022-23 / AY 2023-24, you should ensure that you complete the tax planning for this year by 31^st March 2023 for availing the tax benefits available under various sections of Income Tax Act, 1961. If you are una...

Asset allocation refers to diversification of your investments in more than one asset class. Asset allocation for most investors means diversifying into equity and fixed income or debt. In our blog post, How can multi asset allocation work for you?, ...

Many mutual fund investors may be familiar the term “Value Investing”. This term is often associated with the famous investor, Warren Buffet. However, the term value investing is not understood very well by many investors. In this article, we will di...

Balanced advantage funds, also known as dynamic asset allocation funds, are a type of hybrid mutual funds which invests in debt, equity and arbitrage strategies. The asset allocation of these funds is managed dynamically based on an asset allocation ...

Target maturity funds are open ended passive debt mutual fund schemes, which track an underlying bond index and have defined maturity dates. You will get the principal along with accrued interest on maturity of the fund. Target maturity funds (TMFs) ...

Mutual funds are market linked investments. The prices of the underlying securities e.g. stocks, bonds etc of a mutual fund scheme can go up or down depending on market movement. The Net Asset Value (NAV) of a scheme reflects the market value of the ...

Net Asset Value or NAV is a very important term in the lexicon of mutual funds. NAV is the market value or price of one unit of a mutual fund scheme. It is the per unit price you pay or get when you are buying or selling (redeeming) mutual funds. You...

Global equity markets were highly volatile in the first half of the year due to high inflation and the War in Ukraine. Unlike the past, Indian retail investors showed a lot of maturity in volatile markets and most investors continued their Systematic...