Insights

Category: Mutual Fund Basics

Fundamentals and key attributes of Mutual Funds as well as the industry at large

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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 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 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

FundsIndia explains: What are debt funds?

Mutual Fund Research Desk

Income funds, dynamic bond funds, ultra short funds, yields, credit downgrades…for a newbie investor (and for many seasoned ones, too!) the world of debt funds can be a confusing place.…Continue Reading

FundsIndia explains: What is compounding?

Mutual Fund Research Desk

When anyone talks about investing, they say “Don’t work for money. Make money work for you”. And how does money work for you? It’s through compounding. What is it? Let’s…Continue Reading

FundsIndia explains: What is a fund category?

Mutual Fund Research Desk

You cannot compare apples to oranges, as they say. Would you look at the revenue and profit growth of Infosys and compare it to, say, BHEL or Larsen & Toubro?…Continue Reading

‘Risk and I’: A chance to share your story and win

FundsIndia Desk

The say experience is the best teacher. However, without risk there would be no new experiences, and, without new experiences, there would be no learning, or growth. RiskIsGood.com, an online…Continue Reading

FundsIndia Explains: What is a factsheet?

Mutual Fund Research Desk

As a mutual fund investor, you would like to get comprehensive information on your fund. A single document provides this information for you – the factsheet. What is it? A…Continue Reading