SEBI : SEBI has directed that mutual funds cannot invest in private share placements before a company's IPO, limiting participation to th...
Finance : Understand expense ratios, exit loads, and other hidden costs in mutual funds that affect your returns and learn how to reduce the...
Finance : Building wealth may seem difficult, especially if you are starting small. However, with mutual funds and the discipline of regular...
Finance : A Systematic Investment Plan (SIP) in mutual funds helps investors combat inflation through rupee-cost averaging and compounding, ...
Income Tax : Learn how DTAAs affect capital gains tax on Indian mutual funds for non-residents. Judicial precedents clarify that gains are ofte...
SEBI : SEBI releases a consultation paper for a comprehensive review of the 1996 Mutual Fund Regulations, aiming for simplification, clar...
SEBI : SEBI seeks public comments on allowing liquid mutual funds as deposit option for Investment Advisers and Research Analysts. Submit...
SEBI : Securities and Exchange Board of India Monday 30th September 2024– SEBI Board Meeting Sub: Amendments to the Securities and Exch...
SEBI : SEBI proposes changes to mutual fund disclosures, including expense, returns, and risk-o-meter updates. Public comments are open u...
SEBI : Explore SEBI's MF Lite Regulations consultation paper proposing relaxed rules for passively managed mutual fund schemes to boost i...
Income Tax : Denial of DTAA benefits to UAE resident over capital gains on debt mutual funds. The case examines whether 'liable to tax' require...
Income Tax : ITAT Mumbai rules on Anushka Shah vs ITO case, addressing capital gains taxability on mutual fund units under the India-Singapore ...
Income Tax : ITAT Mumbai allows tax exemption on capital gains for NRI under India-Singapore DTAA, rejecting AO's classification of mutual fund...
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...
Finance : Franklin Templeton Trustee Services Private Limited and Another Vs Amruta Garg and Others (Supreme Court of India) Prior-consent f...
SEBI : SEBI has reclassified REITs as equity-related instruments from January 1, 2026, enabling mutual funds and SIFs to increase partici...
SEBI : SEBI's latest amendment includes REIT units in mutual fund investment rules, raises the liquid scheme limit to 97%, and adjusts cr...
SEBI : SEBI allows Investment Advisers and Research Analysts to use liquid or overnight mutual funds to meet their deposit requirements, ...
SEBI : SEBI updates cut-off times for mutual fund overnight scheme repurchases, effective June 1, 2025. Learn about the new NAV applicabi...
SEBI : SEBI introduces MITRA, a platform to help investors trace inactive and unclaimed Mutual Fund folios, ensuring transparency and fra...
This write up is the sequel to my previous article on Mutual Fund, if you have not read it yet, you can check it out at Mutual Fund – The Beginning. In this write-up, I am going to touch upon various terminologies/jargon used in mutual industry (i.e NAV, Sharpe Ratio, Beta, Standard Deviation, Factsheet, etc.), […]
Trust you are all are safe, amid COVID 19. COVID 19 has rendered our economy in a very bad position, the stock market has fallen like anything. To capitalize this fall, I was going through various investment opportunities. What I realized is there are a plethora of instruments available in the market. One which particularly […]
Sec 194K of the income tax act clearly states, that TDS is to be deducted by mutual fund companies only on the dividend payment made of mutual funds. No tax is required to be deducted in the case of capital gain arising on the transfer or sale of mutual fund units. section 194K explicitly provides […]
SEBI vide its notification dated 06th March, 2020 amends the Securities and Exchange Board of India (Mutual Funds) Regulations, 1996. These amendments in Mutual Funds regulations have come into force from March 6, 2020. Mutual funds are regulated by the SEBI (Mutual Fund) Regulations, 1996. What is mutual Fund? Different investment avenues are available to […]
The Union Budget of 2018-19 has changed the tax treatment of all equity and equity-oriented mutual funds. This change was by way of a 10% tax imposed on any long-term capital gain (LTCG) exceeding Rs 1 lakh a year. Equity mutual funds were exempt from the LTCG tax earlier. Hence, this change has been viewed by investors with some worry.
Interest of the investors has been shifting from direct equity investing to equity mutual funds over a few years. Though this is a welcome trend, there are certain mistakes which investors should avoid while making investments as well as while remaining invested in equity mutual funds. Let us discuss some of the major mistakes which […]
