The time to Act is now. Investor has only 4 working days to utilize this benefit. Dear Investors, The Finance Bill recently introduced an amendment that will come into effect from 1st April 2023. The amendment proposes that: “Any income from Mutual Funds in which less than 35% of holding is in Indian Equities (Broadly […]
Dear Friends, Investment in Equity Mutual Funds in SIP mode is one of the best ways to create long term wealth. The graph on the right shows the investor’s confidence over the years in this product. We try and address few of the frequently asked questions. Q1. Is SIP in Equity Mutual Funds Risky? “Permanent […]
Opportunity to earn High Tax free Return in Fixed Maturity Gilt/SDL Target Maturity Fund This is almost a repeat of what I had suggested in my note dated 7th June 2022 Dear Investor, 14th Oct 2022 If yes, we present you with a better investment option: RBI has recently raised the Repo rate by 50 […]
Opportunity to earn High Tax free Return in Fixed Maturity Gilt/SDL Target Maturity Fund Dear Investor, 7th June 2022 If yes, we present you a better investment option: RBI, has recently raised the Repo rate by 40 bps taking it to 4.40%. It is widely believed that RBI in next 6- 12 months’ time […]
“Crisis Breeds Opportunity” Dear Friends, The world seems to have turned topsy-turvy in the past two months with lockdowns, the ‘Black Swan’ event of Franklin Templeton’s closure of its debt funds, NIFTY dropping by almost 35% in the month of March alone, and the government announcing an economic stimulus of 10% of our GDP, etc. […]
Inception Date : 30-Dec-06 Assets under Management (31-Mar-21) : […]
September 13, 2020 Dear Investor, Synopsis of Change Effected in Multi Cap Funds – Refer SEBI Circular dated Sept. 11, 2020 When: September 11, 2020 What: SEBI vide its Circular no. SEBI/HO/IMD/DF3/CIR/P/2020/172, has issued guidelines regarding the categorization and rationalization of Mutual Fund Schemes. In order to diversify the […]
Dear Friends, Last couple of weeks have been unprecedented in the World history. With almosteach and every country in the world having some case of this virus, the fear of‘Carona’ has reached epic proportions and it has been declared a ‘pandemic’. So far there has been no sign of any recovery or easing or any […]
Dear Friends, I have often wondered what is the role of an advisor!! How would one judge the effectiveness of an Advisor? Is the Advisor to be judged only on the basis of “Alpha” returns that hisadvice generates? Is he to be chosen because his services are impeccable or he is good becausehis back office […]
Dear Friends, I would refer to my article dated 2 nd Oct 2013, in which, I was of the opinion thatequities would be the right asset class to invest into. In last 5 years, broad basedNIFTY has moved from 5800 (Oct ’13) to 11400 (present), thereby giving about15% per annum return on broader index only. […]
