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Mutual Fund

Latest Articles


Are AIFs and Mutual Funds Related Parties to a Company?

SEBI : Understand whether AIFs and MFs are classified as related parties under the Companies Act and SEBI Listing Regulations. Analysis b...

March 9, 2025 36 Views 0 comment Print

Tax on Mutual Funds in 2025: New Rules & How to Save More

Finance : Learn about India's 2025 mutual fund tax rules, including updated rates for equity and debt funds, and strategies to reduce your t...

March 8, 2025 504 Views 0 comment Print

Understanding Taxes on Mutual Funds: A Comprehensive Guide

Income Tax : There are various taxes surrounding the transaction of investing in mutual funds. It includes various aspects such as tax on the i...

February 23, 2025 1677 Views 0 comment Print

A One-Stop Solution to Track & Reclaim Forgotten Mutual Fund Investments

SEBI : SEBI launches MITRA platform to help investors track inactive mutual fund investments and update KYC details, improving transparen...

February 18, 2025 1266 Views 3 comments Print

Should You Invest in Debt and Equity Funds for a Balanced Portfolio?

Finance : Learn how to balance risk and returns by investing in both debt and equity funds. Build a diversified portfolio to achieve short- ...

February 18, 2025 651 Views 0 comment Print


Latest News


Amendments to SEBI Mutual Funds Regulations for Introduction of MF Lite Framework for Passive Schemes

SEBI : Securities and Exchange Board of India Monday 30th September 2024– SEBI Board Meeting Sub: Amendments to the Securities and Exch...

October 19, 2024 153 Views 0 comment Print

SEBI Consultation Paper on Draft Circular for Mutual Fund Scheme Disclosures

SEBI : SEBI proposes changes to mutual fund disclosures, including expense, returns, and risk-o-meter updates. Public comments are open u...

September 27, 2024 312 Views 0 comment Print

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 321 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 306 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 1836 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 3972 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 1446 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 1923 Views 0 comment Print


Latest Notifications


SEBI Launches MITRA to trace inactive and unclaimed Mutual Fund folios

SEBI : SEBI introduces MITRA, a platform to help investors trace inactive and unclaimed Mutual Fund folios, ensuring transparency and fra...

February 12, 2025 1080 Views 0 comment Print

SEBI Mandates Disclosure of Information Ratio for Mutual Fund Schemes

SEBI : SEBI mandates daily disclosure of Information Ratio (IR) for equity mutual funds, enhancing transparency and aiding investor decis...

January 17, 2025 564 Views 0 comment Print

SEBI Mandates New Mutual Fund Disclosure Guidelines

SEBI : SEBI introduces new rules for mutual funds on expense disclosures, returns, risk-o-meter color scheme, effective December 5, 2024....

November 5, 2024 645 Views 0 comment Print

Inclusion of Mutual Fund units in SEBI (Prohibition of Insider Trading) Regulations, 2015

SEBI : SEBI circular includes mutual fund units under insider trading regulations, effective November 1, 2024, outlining disclosure requi...

October 22, 2024 771 Views 0 comment Print

SEBI’s New Guidelines on Valuation of Additional Tier 1 Bonds (AT-1 Bonds)

SEBI : SEBI mandates valuation of AT-1 bonds based on Yield to Call, aligning with NFRA recommendations. Effective from August 05, 2024, ...

August 5, 2024 459 Views 0 comment Print


Taxation on Mutual Fund Investments: Equity, Debt and Hybrid Schemes

July 12, 2023 8055 Views 0 comment Print

Get clarity on the taxation rules applicable to various categories of mutual funds – equity, debt, and hybrid, under Sec 80C of the Indian Income Tax Act.

Roles & responsibilities of Trustees & board of directors of AMCs of Mutual Funds

July 7, 2023 2688 Views 0 comment Print

As per the extant regulatory framework, the Trustees hold the property of the Mutual Fund in trust for the benefit of the unit holders and their primary role is to ensure that AMCs appointed by them act in the best interests of the unitholders. Accordingly, any conflict between interests of unitholder and that of AMCs’ stakeholders needs to be addressed by the Trustees.

Discovering the Top Tax Saving Investment Strategies

July 1, 2023 4002 Views 0 comment Print

Discover top tax-saving investment strategies in India, including options like PPF, life insurance, mutual funds, and mediclaim policies. Learn expert tips for effective tax planning and explore tax-saving investment options for senior citizens. Save significantly on taxes by making informed financial decisions.

SEBI (Mutual Funds) (Amendment) Regulations, 2023

June 26, 2023 3369 Views 0 comment Print

SEBI has issued the Securities and Exchange Board of India (Mutual Funds) (Amendment) Regulations, 2023. Learn about amendments and changes made to Mutual Funds Regulations in this notification.

Why Are Investors Opting For Alternative Investments?

June 7, 2023 744 Views 0 comment Print

Looking to generate higher returns and reduce risk? Discover the advantages of alternative investments such as real estate, private equity, hedge funds, and more.

SEBI proposes Review of Total Expense Ratio for Mutual Fund Schemes

May 24, 2023 1836 Views 0 comment Print

SEBI Consultation Paper on Review of Total Expense Ratio charged by Asset Management Companies (AMCs) to unitholders of schemes of Mutual Funds to facilitate greater transparency and accrual of benefits of economies of scale to investors The Securities and Exchange Board of India (SEBI) has released a consultation paper seeking public comments on the review […]

Investment in units of Mutual Funds in the name of minor through guardian

May 12, 2023 1281 Views 0 comment Print

Payment for investment by any mode shall be accepted from the  the bank account of the minor, parent or legal guardian of the minor, or from a joint account of the minor with parent or legal guardian. For existing folios, the AMCs shall insist upon a Change of Pay-out Bank mandate before redemption is processed”

Taxation of Capital Gain on Shares & Mutual Fund For FY 2022-23 & 2023-24

April 26, 2023 38838 Views 1 comment Print

Understand the taxation of capital gains on shares and mutual funds for FY 2022-23 & 2023-24. Explore terms, holding periods, and tax rates. Learn the impact of amendments introduced by the Finance Act, 2023.

Modifications in the requirement of filing of Offer Documents by Mutual Funds

April 25, 2023 600 Views 0 comment Print

SEBI decided that AMCs shall file all final offer documents (final SID and final KIM) only digitally by emailing the same to a dedicated email id. viz: imdsidfiling@sebi.gov.in and there would be no requirement of filing of physical copies of the same with SEBI.

L&T Mutual Fund ceases to exist as a mutual fund w.e.f. April 06, 2023

April 10, 2023 1560 Views 0 comment Print

L&T Mutual Fund Trustee Limited had requested SEBI regarding surrendering the registration granted to L&T Mutual Fund by SEBI to operate as a mutual fund.

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