FundsIndia Explains: Sharpe ratio
June 27, 2016Couple of weeks ago we looked at volatility and consistency of returns of a mutual fund and how to choose a mutual fund based on these parameters. We discussed about…Continue Reading
FundsIndia Explains: Capital gains set off
June 21, 2016We 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
June 13, 2016Investors 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
FundsIndia Explains: Why all equity funds aren’t the same
June 6, 2016Read 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
May 30, 2016Over 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
May 24, 2016Last 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
May 23, 2016Last 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
May 17, 2016You 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
May 16, 2016Please 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
May 9, 2016Some 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
