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ReCategorization of Mutual Funds and Tax

Are investors taxed at the time of merger/consolidation of mutal fund schemes? How will capital gains tax calculated on equity schemes that have been recategorised as per SEBI’s new norms or merged? For example HDFC Prudence Fund and HDFC Growth Fund merge into...

Reliance Mutual Fund Day: A Unique Investor Awareness Program

“Why don’t you invest in Mutual Funds? “, I asked my friend Yuvraj.  He was talking about banks FD interest is headed southwards and investments in Gold and Real estate are not growing as earlier. “Mutual fund investments are subject to market risks.”, he mimicked the...

Mutual Fund SIP, SIP returns, Top SIP

Systematic investment plans (SIPs) are considered the most convenient and efficient way to invest in the equity markets.  But how have been SIP returns over a period of time? It’s a misconception that SIPs will never lose money. The returns depend on the market...

Dividends Options of Mutual Funds :Tax, Switch

Many investors opt for the dividend options of Mutual funds as it gives them intermittent cash flows, which comes handy in meeting their regular expenses. This article talks about Growth and Dividend options of Mutual Funds, How does a Mutual Fund declare a dividend?...
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