Looking back on 2016, your equity funds have not matched up to your expectations. Where did those 20% returns go? Should you sell your fund? Don’t do that just yet.…Continue Reading
Over the past decade, especially after many foreign players entered the Indian mutual fund space, there have been several instances of fund houses calling it quits and exiting their business…Continue Reading
If 2015 was a frustrating year for equities, 2016 was yet another. Key equity indices – Nifty or the BSE 100 have remained flat over the past 2 years. On…Continue Reading
Over the past few weeks, we have been explaining various aspects of dividends in mutual funds. You know how a mutual fund makes dividends, what happens when a fund declares…Continue Reading
Scheme Information Document (SID) provides investors with much of the information that you need to know about a scheme. You would have read disclaimers in mutual funds, telling you to…Continue Reading
Last week, in this column, we explained how mutual funds pay dividends. We had mentioned how mutual funds don’t have to pay dividends (and can’t, for that matter) unless they…Continue Reading
Many investors assume that mutual funds pay their dividend from the dividends they receive in the stocks they hold. They also ask us during corporate dividend season (post annual results),…Continue Reading
Last week, in this column, we explained why equity fund returns are not fixed or predictable. This week, we’ll take up debt funds. You may look in askance if we…Continue Reading
When first-time investors in mutual funds approach us, the first question they ask is what is the ‘returns’ that the fund will give. As investors we all like certainty in…Continue Reading
Reducing taxes is at the forefront of our minds. Section 80 C plays the most important role in our tax-saving efforts. The list of deductions allowed under Section 80C is…Continue Reading