Mutual Funds

Mutual Funds earn & can distribute money by 2 options. One is payment by way of dividends & the second way is – systematic withdrawal plans (SWP). But which option is suitable for you as an investor. Well, there is no one correct answer as the investor’s profile, taxation & requirement are unique. Let’s learnRead More

Investment Styles of Indian Mutual Fund Managers

by Madhupam Krishna

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In the start let me clarify – I am not going to point to individuals as MF space is highly decentralized and when we say we are evaluating Investment Styles of Indian Mutual Fund Managers – We mean to say the team behind a particular fund or fund house. We know from my last postRead More

Changes in Personal Finance from 1 April 2021

by Madhupam Krishna

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The Financial Year 2020-21 will close on 31 March 2021. Like all new financial years, the new FY 2021-22 will have new tweaks & changes to your personal finance. The top Changes in Personal Finance from 1 April 2021 will be: Changes in Personal Finance from 1 April 2021 1 . EPF deduction above RsRead More

Why Mutual Funds Have Cash in Portfolio?

by Madhupam Krishna

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What Cash? In an Equity Schemes? Yes, in a pure Equity Scheme. Well, this might surprise some of you but Mutual Funds Have Cash do hold a good amount of cash in its portfolio. Mutual Fund Hold Cash to almost 5-10% in normal times & can go up to 50 to 60% in unfavorable marketRead More

Consolidated Account Statement (CAS)

by Madhupam Krishna

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Consolidated Account Statement (CAS) is a great facility for investors, who want to check their entire investments (Equity Shares & Mutual Funds) in one go. CAS an be used to check transactions and also to know the valuation of the holdings. Here are complete details on CAS & & 4 Ways to Download it. WhatRead More

How Mutual Funds Distribute / Transfer Units in Case of Death

by Madhupam Krishna

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In an unfortunate case of death, it is Mutual Funds duty to transfer the investment in the name of nominee or survivors. There is a complete laid down process to Distribute or transfer of mutual fund units in case of death. This process is called “Transmission of Units”. it means transferring the holding rights ofRead More