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Mutual Fund

Latest Articles


Tax on Capital Gains for Equity and Mutual Funds

Income Tax : Understand capital gains tax on equity and mutual funds. Learn about short-term and long-term gains, tax rates, exemptions, and st...

July 12, 2024 3924 Views 0 comment Print

What is Lumpsum Calculator and How It’s Different from SIP Calculator?

Finance : When it comes to investment planning, two commonly used tools are the Lumpsum Calculator and the SIP (Systematic Investment Plan) ...

June 14, 2024 558 Views 0 comment Print

Investment Options and Tax-Saving Schemes for NRIs Returning to India

Fema / RBI : Discover top investment options and tax-saving schemes for NRIs returning to India, including FDs, NPS, equity, real estate, mutua...

June 12, 2024 594 Views 0 comment Print

Mutual Funds: A Complete Guide to Smart Investing

Finance : Explore mutual funds, their benefits, types, NAV, and tax implications. Learn how to invest wisely and diversify your portfolio wi...

June 10, 2024 4452 Views 3 comments Print

Mutual Funds for Beginners: Demystifying Investments

Finance : Dive into world of mutual funds! Learn how to invest wisely, understand basics, benefits, and how to pick right mutual funds for y...

May 26, 2024 1029 Views 1 comment Print


Latest News


SEBI Consultation Paper on MF Lite Regulations for Passively Managed Mutual Funds

SEBI : Explore SEBI's MF Lite Regulations consultation paper proposing relaxed rules for passively managed mutual fund schemes to boost i...

July 1, 2024 180 Views 0 comment Print

SEBI Consultation Paper on disclosure of Risk Adjusted Return by Mutual Funds

SEBI : SEBI seeks public input on mandatory disclosure of Risk Adjusted Return by Mutual Funds to aid investors in making informed decisi...

June 29, 2024 204 Views 0 comment Print

SEBI proposes Review of Total Expense Ratio for Mutual Fund Schemes

SEBI : SEBI Consultation Paper on Review of Total Expense Ratio charged by Asset Management Companies (AMCs) to unitholders of schemes of...

May 24, 2023 1566 Views 0 comment Print

Consultation Paper on Review of Role & Obligations of Mutual Fund Trustees

SEBI : While exercising oversight over activities of AMC, Trustees are expected to ensure that AMCs act in a manner which is not skewed ...

February 9, 2023 1038 Views 0 comment Print

Consultation Paper on Review of Regulatory Framework for Sponsors of a Mutual Fund

SEBI : Securities and Exchange Board of India Consultation Paper on Review of Regulatory Framework for Sponsors of a Mutual Fund A. Objec...

January 13, 2023 1212 Views 0 comment Print


Latest Judiciary


UAE Resident Assessee: Mutual Fund STCG Tax Exemption under India-UAE DTAA

Income Tax : Explore the DCIT vs K.E. Faizal case where the ITAT Cochin ruled on taxation of mutual fund gains, analyzing the application of In...

February 19, 2024 2370 Views 0 comment Print

MF Trustees must get unit-holders’ consent before winding up a scheme: SC

Finance : Franklin Templeton Trustee Services Private Limited and Another Vs Amruta Garg and Others (Supreme Court of India) Prior-consent f...

July 14, 2021 1383 Views 0 comment Print

Wind up of six Mutual Fund Schemes by Fanklin should be with consent of unit-holders: HC

Finance : SEBI Vs Franklin Templeton Trustees Services Pvt. Ltd (Karnataka High Court) i) We hold that no interference is called for in the ...

October 24, 2020 1899 Views 0 comment Print


Latest Notifications


SEBI (Mutual Funds) (Amendment) Regulations, 2024

SEBI : SEBI's latest amendment to Mutual Funds Regulations, 2024, introduces changes to investment limits for equity-oriented ETFs and in...

July 2, 2024 657 Views 0 comment Print

Revised Procedure for submission of SFT for Depository Transactions

Income Tax : Understand revised format, procedure & guidelines for submission of Statement of Financial Transactions for Depository Transaction...

November 15, 2023 4044 Views 0 comment Print

SEBI Circular: Extension of Nomination Timelines for Mutual Fund Unit Holders

SEBI : SEBI extends deadline for mutual fund unit holders to nominate or opt out of nomination to January 1, 2024. Learn about new timeli...

September 27, 2023 864 Views 0 comment Print

SEBI Guidelines for Mutual Funds’ Investment in CDMDF

SEBI : SEBI issues Circular outlining rules for Mutual Funds' investment in Corporate Debt Market Development Fund (CDMDF) to enhance cor...

July 27, 2023 906 Views 0 comment Print

SEBI Notifies Implementation Dates for Mutual Fund Regulations Amendments

SEBI : SEBI has notified implementation dates for amendments to SEBI (Mutual Funds) Regulations, 2023. Certain provisions will come into ...

July 26, 2023 396 Views 0 comment Print


Revision of NAV rules for mutual funds

September 21, 2020 2298 Views 0 comment Print

The Securities and Exchange Board of India (SEBI) has ordered mutual funds to apply the Net Asset Value (NAV) rules consistently across all schemes upon the realisation of funds. The Capital market regulator has also stiffened rules on the processes that fund managers will be required to follow by buying shares. Such rules shall be effective from Jan1, 2021. […]

Clarification on Asset Allocation of Multi Cap Schemes of Mutual Funds

September 13, 2020 423 Views 0 comment Print

SEBI has issued a circular dated September 11,2020 on Multi Cap schemes of Mutual Funds, requiring them to invest a minimum of 25% each in Large, Mid and Small Cap stocks, with the balance 25% giving flexibility to the fund manager.

Returns on Systematic Investment Plan (SIP)

September 12, 2020 2394 Views 0 comment Print

Continuing from my last article where we had seen the difference in return that we get by ONE TIME INVESTMENT/ LUMP-SUM AMOUNT while investing in DIRECT / REGULAR MODE. Now we will study the difference when investment is done through S.I.P (DIRECT/REGULAR MODE). SIP AMOUNT = Rs 10,000/ MONTH  TIME = 5 Years  RATE OF […]

Mutual Funds – Regular Plan Vs Direct Plan

September 10, 2020 3282 Views 1 comment Print

Every Mutual Fund scheme offers us two modes of investment which are DIRECT & REGULAR. In this article we will know what both these plans consists, what are the difference between them & to whom these plans are feasible. This article will help an investor of mutual fund to decide for themselves before investing. DIRECT […]

Revision of Disclosure norms for Mutual Fund Houses Transactions

September 8, 2020 906 Views 0 comment Print

Slowly and steadily India is moving towards a transparent and efficient economic system through good corporate governance. While we witnessed changes in the Income-tax provisions and the revamped GST Portal for the ease of doing business, the capital market regulator of the country has also announced a revision in the disclosure requirements for transactions in […]

Understanding Mutual Funds & Role of Transfer Agency

August 5, 2020 10503 Views 2 comments Print

This report has been prepare to help you achieve your mutual fund investment goals. The following points would throw more light on the same: -To set your investment goal and select the best-suited scheme which will help you to meet your objective at the right time. -To understand the structure of different types of mutual […]

Mutual Fund hai to Sahi hai… Start as low as INR 500

July 18, 2020 981 Views 0 comment Print

We heard lot of people saying saving and investment are same but that is not correct. Investment may require savings but investment gives you long term benefits in future, saving remains static same like money do nothing lying in your wallet or purse- it is saved there but doesn’t grow. If you think your money […]

Redemption vs. Switching in Mutual Funds?

July 11, 2020 6486 Views 0 comment Print

Redemption of Mutual Fund Unit vs. Switching in Mutual Funds? In the first week of July, the capital market regulator of India SEBI has provided a clarification finally ending speculations over whether any stamp duty shall be payable on the redemption of mutual funds. It asserted that no stamp duty shall be eligible on the redemption of mutual fund […]

Capital Loss from Listed Shares and Equity Mutual Funds

June 28, 2020 76514 Views 15 comments Print

In India, the income from long term capital gains on transfer of Shares and Mutual Funds on which security transaction tax (STT) has been paid, is exempt from levy of income tax under section 10(38) of the Income Tax Act, 1961 (‘the Act’). This is a well known exemption amongst the tax payers and investors in India.

Why Mutual Funds are mostly under-performer when it comes to returns?

June 22, 2020 2256 Views 2 comments Print

Introduction: Equity Mutual fund seems to have become a great investment option in recent times. In-fact mutual fund companies (With their famous tag line “Mutual Fund Sahi Hai”) are leaving no stone unturned to bring the common man into the wild market commonly known as the Share market. But can mutual funds outperform the market […]

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