Video: Liquid and Ultra Short Term funds, and Fixed Deposits
Some of you have talked about Liquid and Ultra Short Term funds, versus fixed deposits, and how to compare all of them: Here’s a video that I’d made at MarketVision a long time back which might be...
View ArticleHow Much Are You Paying Mutual Funds in Commissions?
Check out Capital Mind Premium! Take a 30-day Free Trial. A question on Ask Capital Mind goes like this: Is there any link from which I can get to know the Trailing commission which the AMC pays to...
View ArticleThe Murder of the Debt Mutual Fund By Closing a Tax Loophole
Invested in an FMP? Bought a Liquid Fund And Stuck around for a Year? Bought Debt Funds for the “Inflation Indexation”? You’re going to hate Arun Jaitley. Let’s… (Read On…) [via Capital Mind]...
View ArticleNo Easy Choices for AMCs as They Stop Issuing FMPs
There are no easy choices for Mutual Fund Asset Management Companies. After Budget 2014 raised the tax on debt mutual funds , they have pulled out Fixed Maturity Plans from the market,… (Read On…)...
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Mutual Fund Commissions Go Up in FY14, But The Future Is Scary (Freemium)
Each year AMFI releases data on all commissions paid to agents by all mutual funds, to distributors that meet any of: Manage more than 100 cr. Of assets Commissions of Rs. 1 cr. In total … (Read On…)...
View ArticleJaitley Removes Retrospectivity in Debt Mutual Funds, But FMPs Will Still See...
NDTV reports that the higher tax on debt mutual funds will apply only from July 10 onwards, and not “retrospectively”, from a statement given by Arun Jailtley (Finance Minister)… (Read On…) [via...
View ArticleMutual Funds Hike Exit Loads, Hoping This Time Investors Will Stay
In a strange move, Mutual Funds are increasing exit load time frames . This is usually a desperate situation by MFs to retain investors, or they are just using the current interest in… (Read On…) [via...
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Equity Mutual Fund Inflows in November At Highest In Over 8 Years
This year seems to have really kicked off for Mutual Funds. Especially Equity Mutual Funds, which have recorded a Rs. 86,816 cr. worth of inflows for the current Financial Year till November end. This...
View ArticleClosed Ended Mutual Funds: Why You Shouldn’t Bother
Many fund houses have come up with “closed ended funds” which have been the rage with distributors lately, largely (almost entirely) because of the much higher commission structure. Should you buy...
View ArticleBonus Stripping and the Impact of Arb Fund Unwinding on the Market
You gotta hand it to Manoj Nagpal ( @nagpalmanoj ). (He’s a great guy with excellent insights on mutual funds!) In a conversation on the impact of converting arbitrage funds to debt funds ,...
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Premium: Action Plan: What To Do With the Jitters In Corporate Debt Owning...
Today we’re going to look at debt mutual funds, and how they will be impacted when there are concerns that the debt they own has a potential of not being repaid. Unless you’ve been living under a...
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Sensex Five Year Returns Below 5%, Mutual Funds Did Slightly Better, But...
What if you had invested in the Sensex, every month, with the same amount, over the last five years? (Called a Systematic Investment Plan or SIP) Answer: Less than 5% Per Year. (Add another 2% for...
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