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Author Archive | Mutual Fund Research Desk

FundsIndia Explains: Capital gains set off

Mutual Fund Research Desk

We covered taxation on mutual funds in detail last month, over two different posts. This week, we will go a bit more into detail, especially as many of you had…Continue Reading

FundsIndia Explains: Mutual funds and volatility

Mutual Fund Research Desk

Investors typically tend to pick a fund that has delivered the highest return in its category in the past. But can the past point-to-point performance of the fund be the…Continue Reading

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FundsIndia Explains: Why all equity funds aren’t the same

Mutual Fund Research Desk

Read a review of an equity fund or look at their ratings and you will always find a mention of large-cap or mid-cap or multi-cap. For a newbie investor, this…Continue Reading

FundsIndia Explains: Capital gains and indexation

Mutual Fund Research Desk

Over the last couple of weeks, we looked at how mutual funds are taxed. We spoke about indexation benefit being available for long term capital gains in debt funds. What…Continue Reading

FundsIndia Views: Invest long, invest right – Part II

Mutual Fund Research Desk

Last week, we looked at how indices performed over several time-frames when their returns are tested on a rolling basis over 1,3, 5 and 7-year time frames. You can click…Continue Reading

FundsIndia Explains: How are mutual funds taxed? Part II

Mutual Fund Research Desk

Last week, we covered the tax rules with regard to all categories of mutual funds. You know that with mutual funds, taxes apply in your hands at the time of…Continue Reading

FundsIndia Views: Invest long, invest right – Part I

Mutual Fund Research Desk

You would hear your mutual fund advisors recommending that you hold equity funds for the long term; typically five years or more. Ever wondered what happens, especially when you invest…Continue Reading

FundsIndia Explains: How are mutual funds taxed? Part I

Mutual Fund Research Desk

Please note – With the proposals detailed in the 2018-19 budget, the rules regarding equity fund taxation as explained in this article do not apply any longer. Click here for the…Continue Reading

FundsIndia explains: Internal rate of return on mutual funds

Mutual Fund Research Desk

Some of you who are into project planning may be asked by your finance team to give the internal rate of return (IRR) of the project you are planning. That…Continue Reading

FundsIndia explains: How do debt funds deliver returns?

Mutual Fund Research Desk

Last week, we covered basics of the types of debt funds. Now, let’s understand how debt funds make their returns. Once that is done, it’s easy to see how risks…Continue Reading